The SaaS PE market is heating up again, and Thoma Bravo just made a big statement buying SaaS restaurant pioneer Olo for $2 Billion. Yesterday, Thoma Bravo announced they’re acquiring restaurant tech platform Olo (NYSE: OLO) for $2 billion in an all-cash deal. That’s $10.25 per share — a whopping 65% premium over Olo’s closing...
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Overall, public B2B companies are struggling, with growth falling to new lows.  But that’s overall.  The ones selling outside of tech?  Many are doing pretty, pretty, well. TL;DR: While most public SaaS companies are growing at 8-10%, the companies crushing it are those selling outside the tech bubble – restaurants, construction, logistics, and e-commerce. They’re...
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At SaaStr’s packed AI Summit 2025, Box CEO Aaron Levie and IBM VP of AI Raj Datta did a deep dive together with SaaStr’s Jason Lemkin on how B2B companies should think about AI agents. With 10,000 attendees—a massive jump from last year—the energy around AI agents was electric. Here are the top 10 learnings...
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Dear SaaStr: What Quota Should I Give to my Enterprise Sales Reps? For enterprise sales reps, quotas typically range from 3x to 5x their fully burdened on-target earnings (OTE). This means if your rep’s OTE is $200K, their annual quota should be somewhere between $600K and $1M in bookings. The exact number depends on your deal...
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We’re back on 20VC, with Harry, Rory from Scale and SaaStr’s Jason Lemkin.  On on Figma’s IPO, the AI transformation deadline, and why most B2B companies are already too late. The Bottom Line Up Front Jason’s Rule: “If you haven’t grown because of AI, you’ve failed.” After 18 months since ChatGPT launched, if your B2B...
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Oracle Cloud Infra signs $30B+ year deal with OpenAI 🚀Many ways to benefit from AI😪And many ways to lose from it If Oracle can find a way … pic.twitter.com/1rOZrzaRw4 — Jason ✨👾SaaStr.Ai✨ Lemkin (@jasonlk) July 1, 2025 While everyone’s watching the flashy AI startups and hyperscalers duke it out, two enterprise software giants are quietly...
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Run toward bad news Sometimes you need a moment. That's OK. But after that, hiding makes it worse. Process it … Then: Address itShare itTalk about itMake a planAct on it Your team and investors will rally — Jason ✨👾SaaStr 2025 is May 13-15✨ Lemkin (@jasonlk) April 24, 2025 The past 12+ years I’ve had...
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Dear SaaStr: How Long of a Ramp Period Should I Give a New VP of Sales? Look, to be clear, the best ones just hit the ground running.  Their first week and really even their first day.  Everyone else … looks a little lost when they start 😉 For a Head of Sales at a...
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The Most Unconventional CMO Story in B2B Raaz Herzberg joined Wiz as employee #5. She led product for 2.5 years. Then their CEO asked her to take over marketing. Her response? “No. What are you talking about?” Fast forward to today, Wiz is being acquired for a stunning $32 billion by Google.  And Raaz just...
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🚨 Microsoft's 2025 strategy in numbers: ❌ 15,300+ employees laid off (7% of workforce) YTD: •9,000 cuts announced July 2•6,000 cuts in May•300+ cuts in June•Performance cuts in January•and only halfway through year 💰 $80 billion invested in AI infrastructure 40%… pic.twitter.com/LJVfwStpW9 — Jason ✨👾SaaStr.Ai✨ Lemkin (@jasonlk) July 2, 2025 The tech giant’s massive workforce...
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