We’ve Now Shipped 3 Vibe Coded Apps to Production. Here’s What Actually Worked (And What Nearly Killed Us)
The brutal truth about “vibe coding” your way to production — from the SaaStr team After shipping three AI-assisted apps to production over the past 30 days, I’ve learned that the promise of “just describe what you want and ship it” is...
OpenAI’s $6B Secondary: The Largest Employee Liquidity Event in Tech History
OpenAi employee secondary for $6 Billion is a vast amount of employee wealth and liquidity Far, far more than any tech IPO. More than all the recent IPOs — combined. — Jason ✨👾SaaStr.Ai✨ Lemkin (@jasonlk) August 23, 2025 How a $500 billion valuation is...
The Latest 20VC+SaaStr: Databricks Hits $100B, CoreWeave’s $11B Debt Gamble, and Why We’re All Living in the AI Bubble
The latest 20VC x SaaStr episode with Harry Stebbings, Jason Lemkin, and Rory O’Driscoll is here! The team is discussing Databricks’ $100B valuation, the coming IPO tsunami, CoreWeave’s massive debt raise, AI infrastructure spending that could hit...
The Great AI Equalizer: How Legacy Players and Tiny Startups Are Suddenly Your Biggest Competitive Threat
Why the middle of the B2B and SaaS market may be in for the biggest disruption of all Here’s a truth that’s keeping B2B executives up at night, even if they haven’t fully articulated it yet: AI isn’t just creating new competitive...
The 2027 AI Burnout Wave is Coming. It Will Make 2023 Look Like a Vacation. But We Can’t Slow Down.
2022-2023 for many was the “Great SaaS Burnout”. First IPOs stopped in December 2021. Then stock prices fell fast in early 2022, followed by growth rates plummeting later in the year. Layoffs swept tech companies big and small, often for the very first...
The CFO is Dead, Long Live the Chief Automation Officer: What OpenAI, Rippling, and Gorgias Got Right (and Wrong) About AI
A SaaStr AI + Annual Summit deep dive into how OpenAI, Rippling, SnapLogic, and Gorgias are automating finance operations — and the critical mistakes even AI-first companies are making The Panel: Moderated by Lloyed Lobo – Co-founder of Boast.AI and author of...
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...
How AI Has Changed the Rules of SaaS: What Every Founder Needs to Know. A Live Deep Dive.
AI Just Changed the Rules of SaaS: What Every Founder Needs to Know The SaaS Operators do deep dives on eCommerce B2B issues, and reached out to see if we’d to their podcast. We did and it ended up being a great deep dive on just how AI is changing the entire...
Cracked vs. Slower Roll: Is There Any Room Left For The 40-Hour B2B Executive?
2021 spoiled us. For a while, you could have it all. You could work from home 15-20 hours a week and hit plan. You could have 2-3 side hustles and still be on track. The markets were booming, customers were buying at an unprecedented rate, and the products...
Palantir’s CEO: “We Will Grow 10x … With Fewer Employees Than We Have Today”
What Palantir, Salesforce, ServiceNow, and Microsoft Are Really Saying About the Future of SaaS Economics Bottom Line Up Front: Palantir CEO Alex Karp’s audacious goal of “10x revenue with 3,600 people” (down from 4,100 current employees) isn’t...
The Dawn of Vibe-able Apps: Why 2026+ SaaS Must Just Do What You Want
MCP is great but in 2025+ we should also be able to ‘vibe use’ any application Just tell it in a prompt: – what you want it to actually do– what workflows you want added– what dashboards you need– what integrations you want– what you need...
AI’s Real Impact on Marketing: Honest Truths from Wiz’s Founding CMO on What’s Really Changing
We recently did a deep dive on Wiz’s marketing strategies and motions with their founding CMO Raaz Herzberg, who was there from the beginning. She started off as engineer in fact — not a marketer. The full deep dive is here. But this post is a summary of...
The Latest 20VC+SaaStr: GPT-5’s Underwhelming Launch, Shopify’s 91% Growth with 30% Fewer Staff, and Why You Don’t Need Half Your Company
We’re back on 20VC, with Harry, Rory from Scale and SaaStr’s Jason Lemkin. On GPT-5’s strategic deflation, the ruthless efficiency revolution, and why you literally don’t need half your company. Bottom Line Up Front The Bottom Line Up Front:...
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