ElevenLabs: From 0 to $300M ARR in 3 Years. Why The Best AI B2B Apps Are Exploding
How the AI application layer is creating a new class of hypergrowth B2B companies—and what separates the winners from the noise We’re witnessing something unprecedented in SaaS: AI application companies achieving growth rates that make traditional SaaS...
SaaS at Scale: Hard-Won Lessons from Cliff Obrecht on Building Canva from $0 to $4B ARR
This week Canva Co-Founder and COO Cliff Obrecht joined Harry Stebbings, Rory O’Driscoll and Jason with honest, unfiltered insights on scaling to 240 million users, navigating AI transformation, and preparing for public markets Canva’s CoFounder Joins 20VC...
20VC + SaaStr is Back With Canva Founder Cliff Obrecht: Anthropic’s $13B Round, OpenAI’s $1.1B Statsig Acquisition & Why Public SaaS Is Back From The Dead
We’re back on 20VC+SaaStr, and its a great one as Canva Co-Founder and COO Cliff Obrecht joins Harry, Rory and Jason for a deep dive into this week’s biggest venture deals, AI infrastructure spending, and the return of public SaaS valuations. And why...
How Important Is Domain Expertise in Building a B2B Public Company? The Evidence Is … Mixed
Some of our most compelling B2B and SaaS founders built their companies from deep domain expertise. Others stumbled into their markets almost by accident. In the middle, some sort of knew their space, but the journey was an entirely new one. Which is better in B2B? ...
The Latest 20VC+SaaStr: Benioff Joins — And Delivers $1B+ AI Revenue; Anthropic Demand is Insatiable; AI Following Up With 1,000,000+ Leads at Salesforce
We had a real treat this week — Marc Benioff joined Harry, Rory, and Jason on 20VC+SaaStr this week to deliver one of the most grounded and passionate takes on AI we’ve heard from any enterprise leader. In a market fueled by AGI promises and $10 billion...
From 100M+ Free Users to $1M Enterprise Deals: The Calendly Playbook for Hybrid PLG Success – Insights from CEO Tope Awotona
When you think about Product-Led Growth (PLG) success stories, few companies exemplify the model better than Calendly. Founded in 2013 by Tope Awotona, Calendly has grown from a simple scheduling tool to a scheduling powerhouse that’s touched “double...
A Tale of Two Markets: The Winners and Strugglers so Far in 2025
Eight months into 2025, the public SaaS and B2B markets are telling two very different stories. While the overall tech market has shown resilience, the performance gap between winners and losers has never been more pronounced. The SaaStr.ai Index is Outperforming...
The Latest B2B IPO is Netskope. And it’s Fire. $700m ARR, Growing 33%. The Next IPOs Will Be Even Better.
The latest tech IPO to file is another cybersecurity software leader … and it’s a really, really good one. Netskope. 📈 $707M ARR (+33% YoY) 💰 $538M revenue (+32% YoY) 🏢 4,317 customers (+21% YoY) ⭐ 30%+ of Fortune 100 as customers 📊 118% net retention...
The 10% Rule: How Much Should You Really Invest in Customer Success? With the CRO of Notion and VP of CS at GitHub
The 10% Rule: How Much Should You Really Invest in Customer Success? With the CRO of Notion and VP of CS at GitHub Every B2B CEO asks this question. So at SaaStr Annual + AI Summit we brought together the CRO of Notion and VP of CS at GitHub to answer it. Featured...
Shopify’s $10.7B ARR vs. HubSpot’s $3.1B vs. Box’s $1.1B: How Three 2014-2015 IPOs Delivered Wildly Different Revenue Outcomes
Shopify’s $10.7B ARR vs. HubSpot’s $3.1B ARR vs. Box’s $1.1B ARR: How Three 2014-2015 IPOs Delivered Wildly Different Revenue Outcomes Over Time A decade-long analysis reveals why market timing and positioning drove 52x, 27x, and 3.6x revenue growth...
The Next Great B2B IPO: Canva Crosses $3.3 Billion ARR, $42 Billion Valuation
The Australian design unicorn is printing money (and millionaires) while building the next Adobe killer Fortune says Canva’s latest employee tender offer signals a 2026 IPO is coming. TLDR: Canva just crossed $3.3B ARR at a $42B valuation, making it the most...
Does It Matter How Fast You Get to $1B ARR, Within Reason? Probably Not.
TL;DR: After analyzing 8 elite B2B companies that reached $1B ARR, there’s surprisingly little correlation between speed to the milestone and current market value — up to a point at least. These were all elite companies, of course. The best of the best...
OpenAI Crosses $12 Billion ARR: The 3-Year Sprint That Redefined What’s Possible in Scaling Software
OpenAI just announced it hit its first $1 billion revenue month in July 2025, representing a staggering acceleration from $500 million monthly at the start of the year—a stunning 100% increase in just seven months. We’ve never seen anything like this. And … it’s...
Could Databricks at $100B Be … Cheap? Why Growing 2x Faster Than Snowflake Might Make It the Better Buy
Could Databricks at $100B Be … Cheap? A Deep Dive into Data Analytics Valuations Both Databricks and Snowflake are sitting at approximately $4B in ARR, but Databricks is growing twice as fast (50% vs 26%). When you adjust for growth rates and factor in AI...
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