The Secrets To Scaling in The Age of AI

The Secrets To Scaling in The Age of AI

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Palantir's +79% vs Bill's -43%: The AI Divide That Defined SaaS Performance in 1H'25
"The SaaS market in 1H'25 showed clear bifurcation between companies with compelling AI differentiation (70%+ gains) and traditional enterprise software…
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Jason M. Lemkin 🦄
2
10 Brutal Truths From Coatue About AI and Who Gets Left Behind: The Great Separation
"Recent IPOs Are Crushing It – 2025 Median Return 24% vs -52% in ZIRP Era."
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Jason M. Lemkin 🦄
SaaStr Live: How Wiz's CMO Built a $32B Marketing Machine (Without Any Marketing Experience)
"In the AI world, mediocrity is easy to automate."
4:30
5 Interesting Learnings From Figma at $900,000,000+ ARR. The B2B IPO of The Year?
"A full two-thirds of Figma’s customer base identifies as non-designers (product managers, developers, marketers, executives)."
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Jason M. Lemkin 🦄

June 2025

10 Ways to Build a Moat in SaaS. But AI is Also Making Them Weaker.
"AI has led to an explosion of budget going to new apps and new discovery. This has weakened brand moats."
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Jason M. Lemkin 🦄
1
Sales In The Age of AI: The Playbook from The CROs of Databricks, Windsurf, Perplexity and Owner
"Your AI tools can get you to 80% of an expert level in a lot of fields”
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Jason M. Lemkin 🦄
The Reality of B2B M&A: What No One Tells Founders with Brian Halligan, Co-Founder and Chair of HubSpot
"When you do get that rare, serious offer from a company like Stripe ...consider taking it seriously."
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Jason M. Lemkin 🦄
The $4.5B Board Meeting: Inside Snowflake’s AI Transformation and the CEO Who Bet His Company on Their Platform
"The best enterprise sales reps master pattern matching between business problems and technology applications, not the underlying tech stack."
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Jason M. Lemkin 🦄
1:38
5 Ways AI Has Already Changed B2B Sales Forever with Perplexity's CBO Dmitry Shevelenko and Sam Blond
"Perplexity: 5,000+ enterprise clients ... with just 5 salespeople."
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Jason M. Lemkin 🦄
How Calendly's CPO & Head of UX Prioritize AI for Real Customer Value
"We found users actually became more critical of features explicitly branded as 'AI-powered"
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Jason M. Lemkin 🦄
10 Things To Know About Raising Venture Capital for The First Time
Fundraising is one of the most critical—and often misunderstood—parts of building a startup.
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Jason M. Lemkin 🦄
The HubSpot AI Playbook: How Yamini Rangan Is Leading the Most Aggressive AI Transformation in B2B
"HubSpot now has 95% of their engineering team using AI tools daily, customers seeing 70-80% ticket resolution rates with AI agents, and a fundamental…
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Jason M. Lemkin 🦄
3:24
© 2025 Jason M. Lemkin 🦄
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