Enterprise SaaS

Doomforce (This Week in Stratechery)

Databricks’ Ali Ghodsi Never Wanted to Be CEO. Now He’s Among the Best

MARKET MAP: 89 VC-Backed Startups Changing Finance, Audits, Banking & Compliance

The AI-Native CRM

Satya Nadella on the AI Doomer Slowdown, Microsoft's Master Plan & Who Wins AI

Devin Got a Mac. Here’s the Handoff System for Shipping iOS Apps While You Sleep

Box's Aaron Levie: On Reinventing Yourself in the AI Age and Enterprise Diffusion

Databricks' math doesn't math—yet

YC Summer 2026 Batch⚡, 40 AI Tools for Founders🛠️, Europe’s Race to $1 Trillion💰

Open Models Change The Economics of AI

What's driving legal AI's land grab?

Max Junestrand (Legora) Says You Don't Need Domain Expertise. In 18 Months He Proved It at $100M ARR.

Who Grades the AI Models? | Ben Horowitz & Rayan Krishnan

20VC: The $100 Billion AI Assistant Race: Town vs Instinct vs GrokBot | We Spend $75K Per Engineer on AI Tools | Why the AI Assistant Market Is Not a Bubble & AI Assistants Will Replace Every App on Your Phone with JD, Founder of Town

BREAKING: Perplexity Just Split the AI Agent in 2. The Cloud Reasons, Your Mac Keeps the Secrets.

Making Cities Awesome: Peregrine’s Nick Noone & Ben Rudolph

20VC: The AI Bubble Is Wrong | AI Margins Need to Improve | Revenue Concentration Should be a Concern | Why People Over-Estimate Open Models But Enterprises Still Fear Frontier Models with Aaron Katz, ClickHouse

Series A activity: Week of August 23, 2026

20VC: Is Anthropic's Coding Business Worth $2 Trillion? | Should American Enterprises Work With Open-Source Chinese Models? | Why 80–90% of Neo-Labs Die in the Next 18 Months? with Eno Reyes, Co-Founder @ Factory

Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine

Max Junestrand: You Need The Willingness To Learn Faster Than Anyone Else

Rethinking Legacy Data Infrastructure with Eon Co-Founders Ofir Ehrlich and Gonen Stein

Meta Agrees to Pay Billions to Settle Claims It Harmed Children

How a $5B founder is using AI (3 tutorials)

The One-Person Business, Built on Claude

The State of AI: Macro, Apps, and Consumer

🔄 Routing roulette

How to close $100K+ enterprise deals, step by step | Jen Abel

Guillermo Rauch on the Software Factory🧠, Always-On GTM Team🤖, How SaaS Companies Are Positioning Around Claude🥊

How Microsoft Is Securing the Agentic Enterprise | Aaron Zollman

Is AINS the Next SaaS?

Chart of the Day

Weekly Funding rounds / Statistics / Insights of August 18, 2026

Agents need humans, too

BREAKING: Nikesh Arora, Palo Alto Networks

How Do You Defend Against AI That Can Hack?

Pre-IPO stock enters its scaling era

Nikesh Arora, CEO Palo Alto Networks ($PANW)

Stripe’s AI Strategy: Build More, Not Less

AI Adoption Is a Myth⚖️, Anthropic Could Be Worth $2 Trillion at IPO💵, The Claude Prompts That Close Rounds in 20…

Sarah Guo Is Betting Nearly a Billion Dollars That the AI Labs Cannot Build Everything

The great OpenAI exec exodus

The Two Ways to Sell AI: Lighthouse or Landgrab?

💼 C-suite AI use

Axios Pro Rata: Podcasting purse

💥Personal AI Operating Stack, What Got Hyped vs What Got Built, How VCs Decide & More

Decagon Hit $100 Million Betting Against Forward Deployed Engineers

The CISO Playbook for AI Agents | Datadog

Posts from VC News Daily for 08/11/2026

🔥Do Investors Still Need a Lawyer?

SaaS Shudders After Airtable's Humbling Sale to Italian Grim Reaper Bending Spoons

20VC: Airtable Sold for $1.285BN | Leo Achenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B | Anthropic Model Breaches Three Companies' Security | Big Tech Earnings: Why Palantir Beat The Rest

How to Eliminate Churn for Good Before It Eats Your Growth

How Open-Source AI Became Critical Infrastructure

💥Why Job Descriptions Are Dead, Do Funds Need Developers?, Opportunities Across the AI Stack, AI GTM Strategies & More

AI's hot new target

Series B activity: July 2026

GTM in 2026: What's Actually Changed

Series A activity: Week of July 26, 2026

🔥World's Hottest Startups in August 2026

🔥 Here's the Modern VC Tech Stack

Building an Autonomous Enterprise for Real-World Services with Netic Founder Melisa Tokmak

Anthropic's AI Models Are Also Behaving Badly

Decagon’s Playbook for Building Enterprise AI Applications

The Seven Deadly Sins of AI Spend

AI for America's Small Businesses | Lassie

BREAKING: “Devin Writes 95% of Our Code” Scott Wu, CEO of Cognition

174: AI冲击企业软件巨头？与SAP原欣聊大模型to B的颠覆与边界

Anthropic's 10-Slide Deck 💰, Blueprint for Agent-First Software🤖, Top SaaS Vendors💳

Bean counting for AI

🤕 Google's low morale

Weekly TOP Startup / VC news of July 23, 2026

AI's true cost

Most AI Startups Are Pricing Themselves to Death

Factory's Matan Grinberg: The Coming ‘Dark Factory’ Where Software Builds Itself

20VC: Are OpenAI and Anthropic Overvalued? The Open-Source AI Reality | How Token Costs Will Fall 10x And Usage Will Explode 100x | The Future Is Not One AGI; It's Millions of Specialised Models with Lin Qiao, Founder and CEO @ Fireworks

BREAKING: Inside AI's Biggest Downstream Winner.. the Surge in AI Database Demand

Hugging Face's CEO on Open Source AI, Model Routing, and the Future of Competition

AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI

Dylan Patel, SemiAnalysis, Nebius, Glean, Legora.. 12 Hot Takes From The Biggest Names in AI

Mainframes and Main Characters (This Week in Stratechery)

👀 Mira's new model

Weekly TOP Startup / VC news of July 16, 2026

Emerging Manager Q&A: Robin Haak about €15M Robin Fund II

Economists, Researchers, and Tech Leaders Urge Lawmakers to Hit the Brakes on AI

Uncapped #54 | Sam Blond from Monaco

20VC: Wix's Founder on What Wall St Gets Wrong About AI and Wix | Will Base44 Win the Vibe Coding Wars | The Truth About the Economics of Vibe-Coding | The Buyback Disaster: Lessons Learned with Avishai Abrahami

The Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable Hour

Series A activity: Week of July 5, 2026

Nobody Cares About the Model Now. It's About the Type of Moat

Self-Improving Fundraising System🤝, How to Kill Churn📉, VC Landscape 2026📊

20VC: Why OpenAI and Anthropic Won't Win the App Layer | Why Teams Will Get Bigger Not Smaller in a World of AI | Why AI Removes Incumbents Advantage of Bundling | China vs America: Who Wins the AI War with Arvind Jain, Co-Founder @ Glean

Travel Through the Lens of AI with with Booking.com CEO Glenn Fogel

💾 Chip craze

Claude Fable 5 is free for 4 more days. Here is the full guide

Is Software Losing Its Head?

Import AI 464: Fables writes GPU kernels; AI automation; and analog computation

20VC: Open Models vs Frontier Models: Who Actually Wins? | The $100,000 Token Budget Every Engineer Will Need | Why Forward-Deployed Engineers Are the Future of Enterprise AI with Clay Bavor, Co-Founder of Sierra

AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie

Axios Pro Rata: Sun Valley

I dropped out of college and built a $3.6B company from scratch

Software wins for the taking

BREAKING: Dylan Field, CEO of Figma

This Is the New SaaS Playbook

Axios Pro Rata: AOL IPO

💥Agents vs Headcount, VC Content Blueprint, AI GTM Teams, Talent vs. Talent Engineering & More

Chart of the Day

Weekly Funding rounds / Statistics / Insights of June 30, 2026

BREAKING: Benchmark's AI Playbook

The Real Reason AI Costs Keep Rising

COVAL Success Story. 10 OOTB questions to founder Brooke Hopkins

Token Budgets for Investment Firms: What's the ROI? And Where's the Limit?

9 Videos From CVAI London: Cohere's Aidan Gomez, Index Ventures' Danny Rimer, Recursive's Josh Tobin & More

The Salary That Disappeared: 6 Roles That Paid $120K–$200K in 2024 That AI Owns Completely Now

Weekly TOP Startup / VC news of June 25, 2026

🤖 Jalapeño chips

Why AI isn't killing finance software

Memory and Continual Learning: Engram's Dan Biderman and Jessy Lin

The AI Upgrade Trap: Why Switching to a Better Model Breaks Everything You Built

20VC: Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs | Memory Becoming the Moat | Where Value Accrues: Infra, Models, or Apps? | Why Enterprise AI is Not Ready & Systems of Record vs Systems of Intelligence

Series A activity: Week of June 14, 2026

20VC: Why Remote Work is White Collar Fraud | Why Revenge and Patriotism are the Best Founder Traits | Two Questions Every Founder Needs to Ask | The Wild Story of Raising $1BN from Masa Son in an Hour Long Meeting with Ryan Peterson, Founder @ Flexport

Compliance Is Where AI Co-Pilots Go To Die

Harvey Co-Founder Gabe Pereyra on the Token Pricing Reckoning Coming for AI

BREAKING: Harvey Co-Founder & Head of Applied Research on the Token Reckoning

Dario Amodei's full picture: 10 takeaways that matter

💪 AI's power struggle

💰 Anthropic's IPO risk

💥 Who Gets Paid First, State of DPI, Meeting Notes As True Moat, LLM-Assisted Deal Screening & More

Weekly Funding rounds / Statistics / Insights of June 16, 2026

Inside Harvey AI: $11B, $300M ARR, 960 Employees, 12 Offices, 13 Trillion Tokens a Month

BREAKING: $11B Harvey Hits $300M ARR & 13 Trillion Tokens

Don’t Believe Those Who Say that SaaS is Dying

Series A activity: Week of June 7, 2026

🔥Building a Single Source of Truth for Investment Firms

20VC: Who Wins the Model War: OpenAI, Anthropic or Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning | Labour Displacement Fears are BS & Overblown | From Physicist to Sequoia Founder with Matan Grinberg, Founder @ Factory

48: Henri Stern - Principled Enough to Be Pragmatic

💥Fund Performance Benchmarks, How Agent Loops Work, Portfolio Construction, Enterprise Software Playbook & More

"The CEO Must Be the Chief AI Officer"

AI, Growth, and the Future of Healthcare | Anish Acharya & Sachin Jain

AI IPOs are off to the races

The iPhone’s Last Stand (Stratechery Article 6-9-2026)

Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company

What Level Is Your AI Team, Really? A 5-Level Diagnostic

AI Agents and the Fight for Customer Data

20VC: Anthropic Files to Go Public | Token Budgeting Panic Hits Corporate America | Cognition Raises $1BN at $26BN Valuation | Apollo Warns PE Software Returns Will be Disastrous | The 9-9-6 Work Ethic: Performative Theatre or Startup Reality?

The Rise of the Full-Stack Builder and Hyper-Leveraged Generalist with Microsoft CEO Satya Nadella

🧯 Trump cools AI rules

How to Build an AI-Native Services Company

AI Agents and the Fight for Customer Data

💰 Anthropic's IPO test

Axios Pro Rata: Anthropic anthology

Series B activity: May 2026

ICYMI: "We Don't Trust Agents" - Here's How to Control Them

The SaaS Metrics Dashboard Every Top Company Uses (Excel Sheet Included)

20VC: Mercor CEO on Why Application Layer Companies Have No Defensibility, The Model is the Product | Token Spend Will Exceed Headcount Spend in 5 Years | The True Cost of Hiring AI Researchers in the Valley Today with Brendan Foody

The Token-Maxxing Bill That Shocks Every CFO — & the Fix

Building AI Agents for Enterprise Operations

Booming AI Revenues Boost Inference Startups to Decacorn Status

🔥 Budget burners

‘Tokenmaxxing’ Starts to Fade as Companies Eye Agentic Coding Costs

Building an AI Guardian for Enterprise with Onyx Security CEO Maxim Bar Kogan

BREAKING: Inside Lead Bank - $56M Investment Now Worth $1.5 BILLION

Google Employee Charged with Polymarket Fraud

The Six AI Trends Defining 2026

Stablecoins, AI Agents, and The Future of Global Banking

💭 AI's messy middle

Axios Pro Rata: SpaceX serenity

How To Build Superintelligence Inside Your Company

ICYMI: Stord Raises $250M at $3B Valuation

142. 雨森的创投观察第2集：Harness、下一个字节、2026大机会和Stanley Druckenmiller

Why AI Isn’t Killing SaaS Yet

The AI paradox: More automation, more humans, more work | Dan Shipper

20Sales: The $100M CRO Bubble: Why Anthropic Are Causing a Comp Crisis | Why You Should Never Hire From Salesforce or Service Now | How to Hire, Train and Forecase in a World of AI with Chad Peets and Chris Degnan

AI Accenture, Not Accenture for AI

What's drawing LPs back to China

Commure Hits $7B Backed by GC, Sequoia, Morgan Stanley

BREAKING: Commure Hits $7B Backed by GC, Sequoia, Morgan Stanley

Rebuilding IT From the Ground Up for the AI Age: Serval's Jake Stauch

AI Anxiety Has Reached Every Layer of Tech😰, AI Second Brain🧠, Climate Tech Rebounds🌱

20VC: Lessons from Jensen Huang on "Founder Mode" | How to Know if OpenAI or Anthropic Will Kill your Company | How USV Liking Music Made Them $1BN on an Investment | The Five Year Desert to Product Market Fit & a $5.3BN Valuation with Shiv Rao @ Abridge

Ten Years of Scale

164: 当AI“杀死”SaaS，与明略吴明辉聊多Agent网络、软件业转型和 AI 新组织

Scale AI's Jason Droege Pushes a "Reliability" Reality

Adarsh Hiremath (Mercor CTO) — Felicis Fireside

SpaceX's IPO wild card

GameStop's CEO Struggles to Explain His eBay Offer

How to replace DocuSign in 30 minutes for $5 a month ✍️

🔥World's Hottest Startups in May 2026

Startup Growth Guide🔁, YC RFS💡, The Year of Churn💀

Baseten CEO Tuhin Srivastava on the AI Inference Crunch, Custom Models, and Building the Inference Cloud

Voice AI Investment Surges as Enterprise Applications Gain Traction

Workday’s Last Workday? AI and the Future of Enterprise Software

SaaStr 852: The Agents #003, Our Agent Now Runs Campaigns on Weekends, Plus Why We Pay More for Salesforce Than Ever Before

🤝 OpenAmazon

💸 AI costs surge

Venture debt hits decade high

Mistral AI's €105M Memo📄, Enterprise SaaS Defense⚔️, Seed Math Broke💰

SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike

AI Inside the Enterprise

📲 Apple's next act

20VC: Everyone is Wrong; We Will Have More Developers in Five Years | Why Frontier Labs Will Be Way More Valuable Than They Are Today | Are SaaS Companies Cooked: Which Thrive & Which Die with Aaron Levie, Founder at Box

🤖 AI runs CEO

We're Back. The Cerebral Valley AI Summit Returns to London on June 24.

I Only Care About Terminal Value

Scaling Global Organizations in the Age of AI with ServiceNow CEO Bill McDermott

20VC: Anthropic Unveils Mythos | SpaceX's Financials Leaked: Is it Worth $2TRN | Meta Debuts Muse Spark: Are They Back in the AI Race | Jason's Critique of Dario Amodei & How OpenAI Could Win the Enterprise Game

👀 Claude complaints

SaaStr 850: The Agents, Episode 1: Who Maintains All This?

The world of voice AI, with Mati Staniszewski of ElevenLabs

OpenAI and Anthropic's ARR row

Stanford AI engineering: 10 lessons most builders get wrong

Axios Pro Rata: Unprecedented growth

Mythos, Muse, and the Opportunity Cost of Compute (Stratechery Article 4-13-2026)

SaaS Multiples Reset🚨, How to Get Better Outputs from ChatGPT💡, What Is Your Startup Actually Worth?🎯

20Sales: ElevenLabs: Why We Set a 20x Sales Quota | How to Structure Sales Compensation Plans | Customer Success: 'Total BS' or Growth Engine? | Building an AI Sales Machine: What Tools & Tactics Must CROs Adopt Today with Carles Reina

Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence

Software's new model

The incredible exploding AI budget

Anthropic just solved the hardest part of building AI agents

Lawsuits haunt 401(k) expansion

SaaStr 849: How We Built Our AI VP of Customer Success with SaaStr's CEO and CAIO

The Agent Era: Building Software Beyond Chat with Box CEO Aaron Levie

🤝 The buddy system

Anthropic Just Passed OpenAI in Revenue. Spending 4x Less

30% Of Network Engineers Are Retiring. What Happens Next? (Anil Varanasi, Co-Founder & CEO of Meter)

159: 马斯克Terafab太空算力、英伟达重拾CPU，与Fusion Fund张璐聊AI算力新趋势

BREAKING: Applied Intuition - $15B Physical AI Co. Out Of Stealth

Anthropic Just Shipped the Feature That Kills Microsoft Copilot

How AI Is Reshaping IT Services from the Inside

💧 Lots of leaks

Harvey & Legora in a Land-Grab Race for Dominance of Legal AI

SaaStr 848: How AI Is Rewiring Sales: Quota, Retention & What's Actually Working with SaaStr, Salesforce and Mangomint

What Happens When a Public Company Goes All In on AI

Compliance at scale and why TAM is a distraction, with Christina Cacioppo of Vanta

This Startup Secretly Detects Fraud For Fortune 500s

“Claude Mythos”🧠, SaaS Funeral💀, From Execution to Judgment🎯

Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

Silicon Valley Learns to Love the Government — at Least When it’s Friendly

20VC: Why You Need a $1BN Fund To Do Series A Today | OpenAI vs Anthropic: Who Wins Enterprise | SpaceX at $2TRN and Data Centers in Space | The $20BN Groq Deal Broken Down | Jeff Bezos' $100BN New Fund

Axios Pro Rata: GLP-1 unicorn

AI Is Hitting a New Inflection Point

SaaStr 847: How MangoMint Increased Win Rates with an AI-Powered Stack

The Trials of Satya Nadella

20Sales: Inside Figma's $1BN ARR Revenue Machine | Why We Do Not Have Customer Success or SDRs | Why I Do Not Believe in Sales Quotas with Shaunt Voskanian, CRO @ Figma

This guy cured his dog’s cancer with ChatGPT + 4 other crazy AI stories

Microsoft to Amazon and OpenAI: "J'Accuse!"

SaaStr 846: 10 Things to Know Before You Deploy Your First AI SDR with SaaStr's CEO and CAIO

what'syour SaaS company Worth in 2026?

🏀 Bots pick brackets

Axios Pro Rata: PE + AI

Deel Hits $1.4B+ in ARR | CEO Alex Bouaziz Shares Growth Playbook

BREAKING: Deel Hits $1.4B+ ARR | CEO Alex Bouaziz

20VC: The 8 Moats of Enduring Software Companies: How to Analyse for Durability and Defensibility in a World of AI | Why Dropouts are "AI Maxing" the World & Remote Early-Stage Companies are Dying with Gokul Rajaram

Agents Over Bubbles (Stratechery Article 3-16-2026)

Why the Next AI Revolution Will Happen Off-Screen: Samsara CEO Sanjit Biswas

a16z's David George on How $BN Funds Can 5× & Do Margins and Revenue Matter in AI?

Will AI be bigger than the internet?

No Priors Ep. 142 | With Harvey Co-Founder and President Gabe Pereyra

Inside General Catalyst’s $1.5B AI Roll-Up Machine

Code Red, Bitcoin Costs, AWS Resurgence, and Waymo Safety (Not About AI... ish)

Thrive & OpenAI Partnership, Databricks $5B Raise at $134B Valuation & Why SaaS is Like Japan

Why AI is eliminating traditional product management | Tomer Cohen (LinkedIn CPO)

Why AI Moats Still Matter (And How They've Changed)

Founder Habits You Need To Drop To Be A Great CEO

Why AI won’t replace salespeople (but will change everything) | Vercel’s COO

How We Use 20+ AI Agents for Marketing & Go-to-Market with SaaStr's CEO and Chief AI Officer

6 Months Later, How Our AI SDRs Actually Work as AI Runs GTM with SaaStr's CEO and Chief AI Officer

Intuit CEO Sasan Goodarzi’s Grown-Up CEO Playbook

Google Just Won AI, TikTok’s “Self-Control Badges”, ChatGPT Enters Group Chats

Parker Conrad’s Revenge Fantasy

Satya Nadella describes how lessons from Microsoft’s history apply to today’s boom

AI Is Eating Logistics

Building AI Agents with MCP and Business Context | Bryan Bischof & Adam Conway of Theory

$1M to $10M: The enterprise sales playbook with Jen Abel

No Priors Ep. 139 | With Snowflake CEO Sridhar Ramaswamy

Stop Learning AI. Start Doing AI. The 20+ Agents Running SaaStr

Pylon: Reimagining B2B Customer Support

Good News For Startups: Enterprise Is Bad At AI

No Priors Ep. 138 | The Best of 2025 (So Far) with Sarah Guo and Elad Gil

Sales Leadership in the AI Age - Office Hours w/ Chris Klayko

The State of AI + Software: Where It’s Going - Fast

Deel CEO, Alex Bouaziz on Raising $300M+ at a $17BN Valuation

Incubating Brain Co: Elad Gil’s AI Bet with Jared Kushner’s Affinity Partners

Why AI Will Transform Customer Experience: Cresta CEO Ping Wu and Sequoia’s Doug Leone