Every B2B + AI company is setting its 2027 event budget right now. Most will spread it across too many events, pick them off lists built from organizer press releases, and find out by Q3 that half …
ICONIQ just published The Pacesetter Index. It replaces their Enterprise Five Scorecard, and shows the real growth rates and metrics for the top venture-backed startups. Not the average. But to be…
For the past six-plus months, almost no one at SaaStr has logged into Salesforce. The data is all still there. We still pay for it. We still depend on it. We just stopped using the UI as the primar…
Plus the math that has to be true for AI to reach $600B in revenue: $100K of tokens per engineer, and 30% fewer engineers. A heavy week on 20VC x SaaStr with Harry Stebbings, Rory O’Driscoll …
Harry Stebbings, Rory O’Driscoll and I went through Nvidia’s ecosystem spending spree, OpenAI’s move from number one to number two, and what happens to CFO budgets when your best …
Gamma crossed $100M ARR with 50 employees. Profitably. 50 million users. 600,000 paying subscribers. For most of that run, no sales team at all. That works out to $2M in ARR per employee, at a pric…
My cut on what Canva’s drop to 20% growth means if you’re running a pre-AI product, hiring against Anthropic, and holding a VC/investment mark you set in 2021. Canva cutting 2026 growth…
So I wrote a version of this post a while back, and it struck a chord. A lot of founders reached out and said some version of “I just hired one of these.” Or worse, “I’ve hi…
ServiceTitan has somewhat quietly become one of the most important vertical software stories of the past decade. It sells an end-to-end operating system to the trades: HVAC, plumbing, electrical, r…
We canceled Notion last week after 7 years. I didn’t know until Amelia mentioned it in passing on The Agents podcast. Seven years, zero support tickets, zero feature requests, zero escalation…
The Agents, Episode 12, with Jason Lemkin and Amelia Lerutte A year ago this week we added our third agent. Running all three took Amelia and me about 30 minutes a day, combined. This week it was e…
