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Markets2026-08-29 · source-backed
SaaStr's tally of most-recent-quarter earnings argues the healthy 30-50% growth band from five years ago has vanished, leaving a small usage-billed group, a large cluster in the low-to-mid twenties, and a long single-digit tail. Palantir, Datadog, Cloudflare and Snowflake all bill against usage in some form, so AI workload growth flows into revenue with no seat negotiation and no sales cycle. Pairs directly with the private-market week: Owner at $100M ARR, and Instinct going from $50M to $2.5B valuation in months. (SaaStr)
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SaaStr's customer success panel put numbers on something I'd been noticing anecdotally: the CSM role grew 700% through Q2 2022, then flatlined for four years, while forward-deployed engineering is up 1,000%+ and still climbing. What makes it a story rather than a stat is the s...
Four buckets: AI-native with no legacy constraints (Harvey, Artisan, Monaco), pre-AI companies catching AI tailwinds (Twilio, WorkOS, RevenueCat), AI-driven expansion only with no new logos (Atlassian), and no AI advantage at all. Palantir went 27% → 85% growth, Twilio ~4% → 2...
This is the most complete production-agent build sheet I've seen anyone publish, and almost every number in it argues against how the rest of us are building agents. Replit disclosed the internals of two production agents at SaaStr AI 2026: 10K, an autonomous VP of Marketing,...
$688 billion in hyperscaler AI capex against $110 billion of revenue. No capex breakeven until 2031 or 2032. Those are Scale Venture Partners' Rory O'Driscoll's numbers from SaaStr AI 2026, and they're the backdrop for the most useful strategy conversation I've read this month...
IGV is down 24% in Q1. That's the worst quarter for software since 2008. But here's the number that stopped me cold: for the first time in modern history, software valuations have fallen below the S&P 500 multiple. SaaStr put the market cap destruction at roughly $2 trillion s...
Same Sapphire data. Growth rates diverge sharply: 200-400% ARR growth vs 60-120%. The trade-off: AI-native gross margins average 40-70% vs SaaS's 70-90%. The efficiency gap explains how Anthropic at 5,000 employees can match Salesforce's revenue against 70K+ headcount.
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