Jason Lemkin, GP @ SaaStr
SaaS winners and losers in 2026 split sharply by billing model: consumption-based and security vendors (CrowdStrike, Snowflake, Datadog) surged 50–83% on AI-driven workload expansion, while seat-priced platforms (HubSpot, monday.com, Figma) fell 33–36% as budget-conscious buyers shifted spend. Valuation on entry mattered too.
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Topics: Enterprise Software · AI (Horizontal)
Published by Saastr · their site ↗
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