Q1 earnings season is just about done, and this Q has been great for software. Looking at the YoY growth in quarterly net new ARR added, this was the best quarter (by a long shot) in last ~5 years
i hooked my whoop to my work calendar to find which coworker gives me the most stress 🚨
thanks to fable, I reverse engineered whoop to pull per minute heart rate. nd matched spikes with cal events and attendees
I now have a leaderboard and I think about it daily.
few info masked for obvious reasons ;)
SaaS founders and c-level have always turned intent into output through verbal or written prompts. The team was the original interface. AI is the additional one.
In the AI era, SaaS go-to-market is becoming a product.
ICP data, messaging, outbound, sales enablement, onboarding and expansion should work as one system.
Measured.
Versioned.
Improved weekly.
The future winners will be those with the best GTM systems.
“SaaS apocalypse” is bullshit.
A lot of companies even in SMBs space are still running mission-critical software from the 80s and 90s. Around 30% of users are still stuck on legacy on-prem systems.
And people really think SaaS is over?
Software is still a tiny line item in most P&Ls compared to the value it creates.
AI agents won’t kill SaaS.
They will make the best SaaS companies radically more powerful.
AI is changing the rules of SaaS.
We’re moving from static SaaS - where dashboards & flows could stay almost unchanged for 1–3 quarters and still generate value - to dynamic SaaS, where the product evolves every week.
That changes the game for both product and sales teams.
AEs need to know the product better than ever.
PMs need to know customer better than ever.
In AI-native SaaS, product knowledge becomes a quota mover.
psa to saas founders:
convert everything into api / mcp services asap and charge by usage.
allow connectors to all agents and make your own agent with pre-built context
all ui/ux/dashboards will be vibed and dynamically generated
if you don’t have prop data, you’re fucked
4% of GitHub public commits are being authored by Claude Code right now.
At the current trajectory, we believe that Claude Code will be 20%+ of all daily commits by the end of 2026.
While you blinked, AI consumed all of software development.
Read more 👇 https://t.co/HzK4nbe2vy