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Blog Posts, Exit

Why “No” in M&A Usually Means “No Forever”

“Time kills deals.” Everyone says it. It is especially true in M&A. On 20VC x SaaStr a little ways back, we were discussing OpenAI’s acquisition of TBPN. The outreach happened in January. Fidji was new as head of apps, thought it would elevate OpenAI’s brand, pitched it internally, and got the green light. It took…
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Blog Posts

The AI Became the Commodity. Here’s What 6 Verticals Agreed Was the Actual Moat at SaaStr AI 2026

The six sessions that closed out SaaStr AI 2026: Shoplazza and Subotiz (commerce), Adam Modsley, CRO | The data is the moat, not the AI Nue (revenue operations), James MacArthur, VP of Product Advocacy | AI speed inside deterministic guardrails Papaya Global (global payroll compliance), Sivanne Fishel, VP Client Success, and Hagit Ben-Tzur, Head of…
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5 Interesting Things, Blog Posts, Scale

Shopify Turns 20! 5 Interesting Learnings from Shopify at $13B+ in ARR. And Accelerating

hopify just turned 20. The company Tobi Lütke spun out of a snowboard shop called Snowdevil in 2006 is now processing more than $100 billion of merchant sales in a single quarter and running at a $13B+ revenue run rate. Most software companies that old are coasting on installed base and slowly declining. Shopify just…
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Blog Posts, Customer Success

Lovable, Harvey & Assembly AI: How the Fastest AI Companies Rebuilt Customer Success. And Why NPS and Activity Scores Are Dead

The Forward Deployed / Customer Success track at SaaStr AI 2026 turned into something closer to an autopsy and a rebirth at the same time. Leaders from the fastest-growing companies in B2B + AI got on stage and said versions of the same thing: the post-sales playbook most of us spent the last decade building…
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Artificial Intelligence (AI), Blog Posts, SaaStr.Ai

Why It’s So Hard for Older B2B Leaders to Compete in AI: Your Customers Can Do A Lot in Claude for $20-$200/Month. And You’re Paying $1.00 Per API Call For the Good Stuff.

I was recently catching up with the CEO of a B2B leader who was proud their AI cost was now just pennies per customer. And look, I get the impulse — that’s real engineering discipline. But to me, it also means you just aren’t competitive. Anything genuinely great in AI + B2B generally costs far,…
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Artificial Intelligence (AI), Blog Posts, SaaStr.Ai

Building AI Agents That Actually Work: Lessons from Jason Lemkin, Jeanne DeWitt Grosser (Vercel), Amelia Lerutte & Amjad Masad (Replit)

The half-day that kicked off SaaStr AI Annual 2026 was the most concrete look we’ve put on a stage at what running a company on AI agents actually looks like. Not the hype version. The real version, with the costs, the bugs, the drift, and the wins. Four sessions, four very different angles: a hands-on…
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Blog Posts, Q&A, Sales

Dear SaaStr: What’s Really Changed in GTM in 2026?

Dear SaaStr: I run revenue at a B2B company doing about $40M ARR. My playbook is basically the one I built in 2021 and 2022, and it’s working worse every quarter. What’s actually changed in go-to-market, and what should I be doing differently? The ICONIQ State of Go-to-Market 2026 report is some of the best…
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