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Media and events company for B2B software leaders, running the SaaStr Annual conference and a SaaS-focused blog, newsletter and venture fund.
G2's survey of 1,019 B2B buyers finds only 9% call per-seat pricing the fairest way to charge for AI agents, against 57% for pay-as-you-go. Vendors that kept agents inside seat plans go into 2027 renewals on the model buyers rank last, according to saastr.com's write-up.
Reality
Bending Spoons paid 2.7 times ARR for Airtable and 2.3 times for Miro, signed 37 days apart, according to SaaStr. SaaStr calls it a likely caller for mid-sized B2B software companies, but two deals from one buyer are a thin benchmark.
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Bending Spoons has bought two of the decade's better-known B2B software brands inside about a month, and in both the cash the companies had banked went back to sellers at face value while the growth rate moved the price.
Perspective Coverage
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Gorgias tested 13 AI support vendors on 212 live ecommerce stores and found the top five resolve about 70% of conversations, the median 48%. Resolution is the pricing unit, so the rate to contract on is one measured on the buyer's own traffic, repeatedly.
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Okta's forward earnings multiple went from about 18x to about 50x in five months while its full-year EPS guide rose about 2%. That ties the price as much to investors' view of AI security stocks as to Okta's own forward bookings.
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SaaStr says one estimate puts AI-agent access to Salesforce, Atlassian and HubSpot at up to $240,000 a year, for API calls it never paid for. Its own revenue agent proposed mirroring the data into a $5 Postgres database, so vendors are now pricing against a buyer's cost of calling them less.
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a16z's September State of Markets deck puts horizontal software at a median 2.7 times trailing revenue, against 9.1 times for infrastructure. Its own growth data held steady through the selloff, so horizontal founders now raise against a price that fell further than their businesses did.
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RevenueCat's data on more than 17,000 apps shows annual plans converting 44.6% of users on 17-to-32-day trials, against 24% on trials of four days or less. Against the common two-week trial, most of the extra value from a month shows up a year later, at renewal.
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Salesforce will charge Flex Credits for every successful third-party agent API or MCP call, at 60 to 1,200 times its integration rate by SaaStr's count. For AI-heavy customers the cheaper response is to copy the data out, so the meter may cost Salesforce more traffic than it earns in fees.
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Larridin says the median engineer draws $213 a week in billed AI-coding spend, with the 90th percentile at $911. Its cohort data finds extra spend lifts output only for engineers already fluent with the tools, so each team must measure its own return before raising budgets.
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Anthropic has reportedly moved its roughly $2 trillion IPO from October to November, a delay one investor ties to audited Q3 numbers. The extra month gets audited figures on its revenue race with OpenAI into the filing, and keeps the listing exposed to a window that can shut without warning.
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GitLab raised its FY27 revenue guide by $16 million at the midpoint after 24% billings growth, leaving out a Flex shift worth up to $13 million. Fast conversion would leave cash intact and push reported revenue back toward the old range.
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Stripe says its top AI customers grew 175% in 2026, up from 120% a year earlier, with 48% of revenue earned outside their home markets. Whether that breaks the rule that B2B growth slows with scale depends on how Stripe picked the group.
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SaaStr's case for taking an executive job at a flat unicorn rests on one sum: at 88% gross revenue retention, a $150M ARR business has to sell $18M of new ARR a year to report no growth. Two of its numbers disagree by $9M.
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SaaStr's recap puts a completed sale at $1.35B against a $17.5B private mark. The same recap reports a $1B round at $10B for Instinct, a company priced near $50M pre-money in April.
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SaaStr published a screen-by-screen account of the agent stack behind its sponsorship business. Its own figures put three people and more than 21 agents against 3 million site sessions and about 600 booked meetings.
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ICONIQ's new benchmark reports 115% median growth above $100M in ARR and 55% gross margins below $10M, from a pool whose entry requirement was three years of top-quartile growth. ICONIQ says these Pacesetters grow three to five times faster than the market.
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ServiceTitan beat on revenue and EPS and nudged its full-year guide up by $4m. The stock fell 30% the next session, because the back half of fiscal 2027 is planned at roughly 15% growth against 25% a year ago.
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SaaStr's answer to a hypothetical values a never-sold Slack at $16 billion to $20 billion, an estimate that depends on Atlassian's cross-sell economics and on a Slack revenue figure Salesforce last put in writing for fiscal 2023.
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The Kaggle founders have raised $38.5M from Coatue and Canaan for an account-intelligence graph priced at $99 a month. At that list price it takes roughly 32,400 subscription-years to book the round back.
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Invest · September 6, 2026 · One report1 publisher
Invest · August 28, 2026 · One report1 publisher