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Klaviyo co-founder and co-CEO Andrew Bialecki came to SaaStr AI to walk through how a 2,300-person public company builds AI products. Not the vision deck. The actual build system.
Klaviyo won B2B for e-commerce with one insight: instead of showing merchants how many emails they sent and how many got opened, connect to the cart and to Shopify and show them the campaign ...
Databricks just announced it crossed a $7 billion revenue run-rate in Q2, growing more than 80% year over year, and closed a $5 billion strategic round at a $190 billion valuation led by Coatue.
Today, we announced that we crossed $7B in revenue run-rate, growing over 80% year over year in Q2.
We also shared:
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The week the “AI is just a feature we’ll add” argument stopped working, and three pay bands replaced two.
This week on 20VC x SaaStr with Harry Stebbings, Jason Lemkin and Rory O’Driscoll, we started somewhere other than OpenAI and Anthropic for once: Canva cutting its 2026 growth forecast by a third as AI serving costs blow up. That led into Google losing Jef...
AI is beating down many public software companies. But not many of the leaders servicing the physical world.
Some is that they don’t tie pricing models primarily to seats. But it isn’t only the pricing model. Their customers’ end products aren’t the ones AI is eating.
Shopify reported strong and accelerated earnings thi...
So I wrote a version of this post a while back, and it struck a chord. A lot of founders reached out and said some version of “I just hired one of these.” Or worse, “I’ve hired three.”
But I’m updating it now because I’m watching this trend actually accelerate in the Age of AI. And it’s getting worse, not better.
Here’s what’s happening: The hottest B2B + AI sta...