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

“Very few people do customer success well. When I meet a VP of CS who tells me everything is perfect, they’re always gone in six months. 100% of the time, customer success is not as good as you think it is.”

This AI agent closes deals, texts prospects, and sets up meetings. Early results show 7 figures in 5 days and a 60-day waitlist. It's a tool that works, proving AI can be sufficiently better than humans to attract demand and budget. #AI #SalesTech #BusinessGrowth

Vendors are picking lanes because there aren't enough trained Forward Deployed Engineers (FDEs) to onboard customers quickly. This demand for human expertise makes even software companies operate like services businesses, limiting their reach. #TechSales #SaaS

Most public companies can't monetize AI effectively and are in terminal decline. A simple test: can your product's ARPU increase 50%+ post-AI? Notion appears to pass this test, unlike many others. #AI #BusinessStrategy

"We built our AI VP of Customer Success on @Replit. It cost us hundreds to build it, and a bit to maintain it each month. But it's already saved us tens of thousands. And now, everyone gets help and followed up with in real-time. Not days later like humans."

"If you can find a media or community asset at scale, one that's profitable and truly synergistic, and can buy it for any reasonable price, it's almost free mass-scale marketing to your core audience. You turn say $150m in cash stuck on a balance sheet into a bunch of goodwill and free marketing. That was the goal with the Barstool deal. It didn't work out, but it could have."

It's tough for public companies to invest in new ventures when it means potentially letting a core business decline. Private companies have more guts. But can AI products truly be monetized yet? If you can't charge for it, are you really an AI company?

The era of gentle deceleration is over. In today's market, even 25% growth at scale isn't enough if you're not accelerating. Markets have shifted from temporary concerns to permanent valuation adjustments. #MarketTrends #BusinessStrategy #VentureCapital

"There's just so much drama inside of OpenAI. The amout of tension over the years, the amount of ego management Sam had to do ... It's almost too much. I couldn't do it. And it just takes its toll on the organization." with @HarryStebbings @rodriscoll + @jasonlk

The 'death of the junior' is happening. Companies are shifting from hiring entry-level roles to needing experts, driven by advancements in AI and efficiency tools. This means a longer, more expensive ramp-up for junior talent, or a complete bypass. #FutureOfWork #AI #Career

Are billion-dollar startup rounds outpacing the market's ability to absorb them? With fewer IPOs and acquisitions, many companies risk getting stuck without a viable exit, potentially burning investors. #VentureCapital #Startups #Exits

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."