Markets
SaaStr: 95% of Customers Haven't Adopted AI-Native Alternatives — Rippling at 78% YoY, Twilio at 15%+ Post-AI Launch, Window Still Open for Incumbents
Jason Lemkin argues the SaaS agent window is wide open because 95% of enterprise customers haven't switched to AI-native tools yet. Evidence: Rippling is growing 78% YoY after AI launch, Salesforce Agentforce has 18,500 customers and $540M+ ARR, and Twilio jumped from single-digit to 15%+ growth. The counter: HubSpot AEO delivers 60% of what startups achieve, and Figma Make produces generic output. His prescription: pick one high-impact agent, build it exceptionally, charge premium, and activate across your installed base.
Source
↳ Follow the thread