SaaStr Argues Senior Execs Should Consider Joining 0-10% Growth SaaS Companies Because the Pre-AI Playbook Still Works There

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Jason Lemkin argues that flat-growth, mature SaaS companies are now a rational career move for seasoned B2B executives. They pay better cash than AI startups at $8M ARR growing 4x, which he says offer 'mediocre cash plus equity', and traditional sales methods still work there. His worked example is a $150M ARR company with 88% gross revenue retention losing $18M a year to churn, which needs about 120 new logos a year and 30-50 reps just to hold steady. It is an implicit admission that a large tier of SaaS is now in harvest mode.