SaaStr.ai

SaaStrAIAnnual.com is back May 12-14 in the SF Bay Area — it's all about AI and AI Agents transforming B2B! We're well past the hype cycle. The founders and leaders coming aren't talking about what AI might do someday. They're showing what it's already doing to their revenue, their teams, and their products right now. You'll hear from founders who've gone AI-native and are growing 3x, 5x, even 10x faster than their competitors. Leaders who've deployed AI agents across sales, support, onboarding, and ops — and have the metrics to prove it works. CEOs who've completely rearchitected their companies around AI and came out the other side with better margins, faster growth, and smaller teams doing more than ever. We're talking: → How the best AI-native B2B companies are actually building and selling today → Real demos of AI agents replacing entire workflows, not just summarizing emails → What's working in AI pricing, AI-led go-to-market, and AI-first customer success → How founders are competing when AI agents are disrupting their own categories → The metrics that matter when your "team" is 3 humans and 20 AI agents At SaaStr, we've lived this ourselves. We replaced most of our team with AI agents, went from -19% growth to +47%, and built AI tools that have been used over 750,000 times. So this isn't theory for us. It's how we run the business every day. Whether you're a founder trying to figure out where AI agents fit in your product, a revenue leader rethinking your GTM with AI, or an operator looking to 10x output without 10x headcount — this is the one event you need to be at this year. 10,000+ B2B + AI founders, operators, and investors. Three days. The SF Bay Area. SaaStrAIAnnual.com 2026

Figma Make delivers the worst AI coding experience in 6 months. It failed basic tests that other AI tools pass, showing a lack of design and context understanding. This highlights the struggle for established companies to adopt new tech. #AI #Figma #Tech

📊 SaaStr.ai Market Pulse - Tue, Mar 31 The SaaStr.ai Index delivered exceptional performance on March 31, 2026, with 21 out of 22 B2B/SaaS stocks posting gains and an impressive average increase of 3.38%. DigitalOcean led the charge with a remarkable 9.53% surge, while only Snowflake declined at -1.85%, demonstrating broad-based sector strength. Market Sentiment: BULLISH 📈 📈 TOP GAINERS: DOCN 9.5% ▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓ RBRK 7.4% ▓▓▓▓▓▓▓▓▓▓▓▓▓▓ PLTR 6.3% ▓▓▓▓▓▓▓▓▓▓▓▓ 📉 TOP LOSERS: SNOW -1.9% ▓▓▓ DOCU 0.3% ▓ WDAY 0.9% ▓ Live data & charts: saastr.ai/insights #SaaS #B2B #MarketUpdate #SaaStr

"We believed cutting prices was wrong for a long time. Years. Then we built 10K.  Our AI VP of Marketing.  And 10K said ... Stop.  You're doing it wrong."

Companies are raising billions with no clear exit strategy. The IPO market can't absorb them, and acquisitions are scarce. Many face a bleak future, stuck in the 'dead zone' with no clear path forward. This bubble is about to burst. #VentureCapital #StartupFunding

Your existing user base is both your greatest asset and your biggest trap. It's a massive opportunity, but 50 years of legacy features and offline integrations can consume 98% of your resources if you're not careful. Be wary of the 'installed base trap.' #SaaS #BusinessStrategy

📊 SaaStr.ai Market Pulse - Mon, Mar 30 The SaaStr.ai Index delivered a solid +1.21% gain on March 30, 2026, with 18 of 25 stocks advancing in a broadly positive session for B2B/SaaS companies. ServiceNow led gains at +5.59% while Cloudflare was the notable decliner at -4.13%, reflecting mixed sentiment around cloud infrastructure versus enterprise workflow platforms. Market Sentiment: BULLISH 📈 📈 TOP GAINERS: NOW 5.6% ▓▓▓▓▓▓▓▓▓▓▓ WDAY 3.7% ▓▓▓▓▓▓▓ DOCU 3.4% ▓▓▓▓▓▓ 📉 TOP LOSERS: NET -4.1% ▓▓▓▓▓▓▓▓ PLTR -3.9% ▓▓▓▓▓▓▓ DOCN -3.8% ▓▓▓▓▓▓▓ 📊 YTD Returns: 🚀 SaaStr.ai: -29.1% 📈 NASDAQ: -9.1% 📉 S&P 500: -7.3% Live data & charts: saastr.ai/insights #SaaS #B2B #MarketUpdate #SaaStr

Why would you charge next to nothing for your AI product when companies like Anthropic are valued at $22 billion? If your AI isn't good enough to charge for, it doesn't count. You're not an AI company if you can't monetize it. #AI #BusinessStrategy #Tech

Google's new AI audio tool is a pale imitation of Suno, and unlikely to last. The market's panic over AI disruption is justified – companies like Figma, Atlassian, and Salesforce must prove they're innovating, not falling behind.

"Look at Figma.  It Won Its $1B 2014- 2024 Category.  But It Lost All The $500m+ Of Product Revenue Repit and Lovable Have Already Closed."

Customers are split: some aggressively switch AI models for cost savings, optimizing usage. Others stick with top-tier models like Claude Sonnet & Opus because they're now 'epically good,' despite higher costs.

📊 2025 YTD Performance Update - Sat, Mar 28 📈 2025 YTD PERFORMANCE: 🚀 SaaStr.ai -29.6% ▓ 🔥 NASDAQ -8.4% ▓ 📊 S&P 500 -7.0% ▓ Full analysis: saastr.ai/insights #SaaS #B2B #SaaStrIndex #MarketPerformance

Markets are questioning durable revenue for old SaaS. While AI booms, some leaders in hot AI companies are simply 'recycled mediocre' from past failures. They'll hire, train poorly, and produce infographics, but strong products and demand will likely mask their shortcomings.

OpenAI's inconsistency is damaging its brand and products. From chaotic strategy shifts to internal drama, the "we love you Sam" phase has passed, leaving a "hate you Sam" narrative. This whiplash makes potential users hesitant to even try new offerings. #OpenAI #AI

📊 SaaStr.ai Market Pulse - Thu, Mar 26 The SaaStr.ai Index showed negative performance today with an average change of -0.47%. Market Sentiment: NEUTRAL ⚖️ 📈 TOP GAINERS: FIG 5.0% ▓▓▓▓▓▓▓▓▓▓ KVYO 4.8% ▓▓▓▓▓▓▓▓▓ HUBS 2.9% ▓▓▓▓▓ 📉 TOP LOSERS: PLTR -4.8% ▓▓▓▓▓▓▓▓▓ NET -3.6% ▓▓▓▓▓▓▓ SHOP -2.5% ▓▓▓▓▓ 📊 YTD Returns: 🚀 SaaStr.ai: -25.0% 📈 NASDAQ: -6.6% 📉 S&P 500: -5.4% Live data & charts: saastr.ai/insights #SaaS #B2B #MarketUpdate #SaaStr

“Google's new slick Stitch AI design tool is a proof of concept from a company that abandons most of what it launches. The odds Google decides to compete with Figma for a decade approach zero though. The market overreacted. That's the first-order read. But the market isn't wrong. It's just reacting to the right thing for the wrong stated reason. The actual worry isn't Stitch. It's that Figma Make — Figma's own AI product — is among the worst vibe coding tools available.”

OpenAI's sense of invincibility has evaporated, replaced by an air of desperation and inconsistency. This turmoil is damaging the company, making even its products less appealing. #OpenAI #TechIndustry

📊 SaaStr.ai Market Pulse - Wed, Mar 25 Market Sentiment: NEUTRAL ⚖️ 📈 TOP GAINERS: DOCN 2.5% ▓▓▓▓ NET 2.3% ▓▓▓▓ TWLO 2.1% ▓▓▓▓ 📉 TOP LOSERS: MNDY -4.3% ▓▓▓▓▓▓▓▓ FIG -3.6% ▓▓▓▓▓▓▓ MDB -2.9% ▓▓▓▓▓ The SaaStr.ai Index closed down -0.47% on March 25, 2026, with a mixed performance showing 13 stocks advancing and 12 declining. Infrastructure and developer-focused companies led gains while collaboration and workflow platforms faced selling pressure. Live data & charts: saastr.ai/insights #SaaS #B2B #MarketUpdate #SaaStr

📊 SaaStr.ai Market Pulse - Tue, Mar 24 The SaaStr.ai Index experienced a brutal selloff on March 24, 2026, with all 25 B2B/SaaS stocks declining an average of -5.50%. Market Sentiment: BEARISH 📉 📈 TOP GAINERS: None 📉 TOP LOSERS: HUBS -9.2% ▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓ PATH -8.7% ▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓ TEAM -8.4% ▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓ 📊 YTD Returns: 🚀 SaaStr.ai: -24.5% 📈 NASDAQ: -4.9% 📉 S&P 500: -4.2% Live data & charts: saastr.ai/insights #SaaS #B2B #MarketUpdate #SaaStr

“What commercial AI tool have you brought into your organization this month? That’s the test.” Not which tools they’ve read about on Twitter. Not which demos they’ve watched. What did they actually buy, configure, deploy, and put in front of their team — in the last 30 days. Anyone on the bleeding edge has done this repeatedly.

"The era of 'Gentle Deceleration' has ended. Your job now in 2026 is re-accelerate or fade to irrelevance. You have to re-accelerate growth. Or the markets, public or private, will just abandon you. And no one is going to buy you and save the day."