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News
Build on the Stack You Have: How Anthropic’s Head of Industries, Atlassian’s Head of AI, and Scale’s Rory O’Driscoll Landed on the Same AI Playbook
1+ week, 3+ day ago (850+ words) by Jason Lemkin | Artificial Intelligence (AI), Blog Posts, SaaStr.Ai Three of the strongest sessions at SaaStr AI 2026 came from three very different seats. Sharif Mansour runs AI and the product management craft across Atlassian’s 20+ apps and 450 product managers. Eleanor…...
We Peaked at 30 AI Agents. Now We’re Coming Back Down to 20. Here’s What Consolidation Actually Looks Like. The Agents #011 Live! | SaaStrAI
1+ day, 17+ min ago (1845+ words) by Jason Lemkin | Blog Posts We run SaaStr with 3 humans and 21+ AI agents. This is a real eight-figure B2B business with real customers, real invoices, and a real collections problem, and the agents run it. About a month ago we hit…...
The Sub-5% Club: The Terminal State of Software
5+ day, 5+ hour ago (547+ words) by Jason Lemkin | Blog Posts, Scale That deal is muchly dead. A whole cohort of public software companies is now growing under 5%, and the market has stopped pricing them as annuities. Dropbox, Zoom, DocuSign, PagerDuty: all stuck in single digits…...
20VC x SaaStr This Week: Apple Sues OpenAI, the Token-Maxing Era Begins, and the TAM Question Hanging Over AI Coding
1+ week, 2+ day ago (1066+ words) by Jason Lemkin | Blog Posts With Harry Stebbings, Jason Lemkin, and Rory O’Driscoll The individuals are done. There’s fact-based evidence in the complaint, the junior employee who took the material has likely already lost his job, and the first thing…...
Is Software Dead? No. It Just Got a Lot Harder to Win. The SaaStr AI Deep Dive with Rory O’Driscoll
1+ week, 3+ day ago (1185+ words) by Jason Lemkin | Artificial Intelligence (AI), Blog Posts, Fundraising, SaaStr.Ai His answer, after weeks of his firm arguing about the numbers every Friday: software isn’t dead. It got a lot harder to win, but it isn’t dead. The math…...
SaaStr Takes on This Week’s 20VC: Why OpenAI Giving the Govt 5% Might Make Sense, the Death of Block Risk, and Why Frontier Models Are the Cheapest
1+ week, 6+ day ago (1097+ words) by Jason Lemkin | Blog Posts A few days after every 20VC x SaaStr pod, I’m gong to write up the stuff going foward I went deep on, and wanted to go … even deeper on. We covered a lot this week with…...
The Builder’s Economy: 10 Metrics from ICONIQ’s Newest 2026 State of AI Report
2+ week, 1+ day ago (1425+ words) by Jason Lemkin | Artificial Intelligence (AI), Blog Posts, SaaStr.Ai ICONIQ just released the third edition of its State of AI report, subtitled “The Builder’s Economy,” built on a Q2 2026 survey of roughly 305 executives at software companies building AI products. The…...
20VC x SaaStr: Washington Lifts the Fable 5 Ban, Sam Floats Handing the Government 5%, and Why Every Tech Giant Is Racing to Become the Next IBM
2+ week, 2+ day ago (917+ words) by Jason Lemkin | Blog Posts With Harry Stebbings, Jason Lemkin, and Rory O’Driscoll We’re back in the studio. Or at least the Riverside. Washington lifted the 19-day ban on Fable 5, but the resolution matters far less than the precedent it…...
Your Agents Should Beat Your Best Reps, Not Match Them. And 14 Other Hard Truths About B2B + AI Today, From Our SaaStr AI Annual AMA | SaaStrAI
2+ week, 3+ day ago (646+ words) by Jason Lemkin | Artificial Intelligence (AI), Blog Posts, SaaStr.Ai We closed out SaaStr AI 2026 with our deep dive AMA, and the theme this year: software is the least static it has ever been. The products we run change more…...
By Year-End, Anthropic Will Out-Earn Every Public Software Company Except Microsoft
2+ week, 5+ day ago (548+ words) by Jason Lemkin | Blog Posts, Scale Our jaws drop at Anthropic’s growth rate, and its valuation. But sometimes we can lose sight of just how big it already is … versus everyone else in software. Hold that $47 billion up against the…...