Fetching from the wire…
Markets2026-08-07 · source-backed
In an August 6 SaaStr post, Lemkin reports only Exa followed up: an email from a product-team member four days after his first real batch of API calls, asking for a one-liner, attaching $50 in credits with no strings. He replied within three hours with ~400 words including production specs a sales org would never have surfaced: 145k B2B executives in the matching product, 10 QPS throughput requirement, 89% accuracy on an adversarial dataset. The arithmetic: a PM running 20 of these a week hits 250 conversations a quarter, covering activation, product research and expansion. Usage-triggered, not signup-triggered. That's the entire trick and it costs nothing.
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Jason Lemkin traced the numbers: Mailchimp peaked around $1.06B ARR in Q4 FY22, the only quarter Intuit ever disclosed the figure, and by Q3 FY26 it's in outright year-over-year revenue decline. Intuit paid $12B for it in 2021 when it was doing $800M and growing ~20%. Intuit h...
SaaStr published an expanded AI Agent API Report Card grading 144 B2B APIs across six dimensions: API design, events/streaming, auth/security, rate limits, SDKs/docs, and agent readiness. The average score was 71 out of 100. A C+. The leaderboard tells a story. Stripe scored 9...
Jason Lemkin's July 29 piece argues legacy B2B SaaS is dying of neglect rather than AI, using Adobe Marketo as the case: 1.5 days of downtime, a missed send to 450,000+ subscribers, a broken unsubscribe link left live for over two weeks, all on a $60,000 ACV contract that came...
This is the most complete production-agent build sheet I've seen anyone publish, and almost every number in it argues against how the rest of us are building agents. Replit disclosed the internals of two production agents at SaaStr AI 2026: 10K, an autonomous VP of Marketing,...
SaaStr built a tool that grades your API on how well an AI agent can drive it, ran it across a bunch of categories, and came back with a thesis that should worry anyone selling software: buyers are starting to choose tools based on how well agents operate them, not on feature...
SaaStr published production data from running 20+ AI agents that should make every SaaS founder rethink their product category. Their Salesforce bill went up 80%, from roughly $16K to $22K per year, despite cutting human seats by 60-70%. Meanwhile, Notion usage dropped to lite...
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