SaaStr 882: Claudeforce vs. Replit vs. Lovable. Who wins? (The Agents #016)
The Official AI SaaStr Podcast: SaaS | Founders | Investors
Amelia got early beta access to ClaudeForce and ran a real bake-off: ClaudeForce, Replit, and Lovable all connected to the same Salesforce org, with the same prompts, back-to-back. The results? Lovable won on design and cost ($2 vs. $12 for Replit, ~$15 for ClaudeForce), auto-built a login, and was the only one Jason would actually use. ClaudeForce looked like the Salesforce we always wanted: 35 pre-built skills, read-only beta, and way better than logging into classic Salesforce. Replit was the most extensible for multi-app setups. All three left native Salesforce in the dust. Then: the...
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SaaStr 881: How Atlassian's Head of AI Ships AI Across 20 Products and 5 Million Users
The Official AI SaaStr Podcast: SaaS | Founders | Investors
Sherif Mansour has spent 17 years at Atlassian and now runs AI across their entire product portfolio, including 20+ apps and Rovo, their AI platform used by over 5 million people every month. At SaaStr Annual, he shared the three biggest tensions his teams have wrestled with building AI into some of the most widely used SaaS products in the world, and why the answer to each one is almost never either/or. First: chat vs. dedicated UI. Atlassian built chat into every app not because they thought it was the end state, but because it became their best product discovery tool. Like the command line...
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SaaStr 880: Agent Pricing is Chaos. Here's What We're Seeing From the Buyer Side. (The Agents #015)
The Official AI SaaStr Podcast: SaaS | Founders | Investors
We ran 22,000 paid SaaStr attendees from the last two years through enrichment and asked 10K to find the patterns. AI native job titles are up 4x in one year 63% of CMOs turned over in the last 16 months 75% of the AI native buyers coming to SaaStr are brand new to the community. The ICP is not who it was 18 months ago, and the data tells you who actually owns AI right now: CEOs, GTM leaders, and COOs. Then we get into agent pricing, which is chaotic. Salesforce, HubSpot, and Atlassian are all moving to charge extra for agent access. One of our vendors quoted us as much as $240K a year...
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SaaStr 879: Stripe's CRO of AI on The New AI GTM Playbook
The Official AI SaaStr Podcast: SaaS | Founders | Investors
175% Growth, 120 Countries, Agents as Buyers: Stripe's CRO of AI on The New AI GTM Playbook The fastest-growing AI companies are rewriting every rule in the GTM playbook, and Stripe has a front-row seat to all of it. In this episode, Maia Josebachvili, Chief Revenue Officer of AI at Stripe, breaks down the four patterns she's seeing across the world's top AI companies, and what they mean for how you build, price, sell, and scale. The numbers alone are staggering: top AI companies grew 120% in 2025 and 175% in 2026. Lovable went from $100M to $400M in eight months. Cursor hit a $2B run rate in...
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SaaStr 878: We Doubled Revenue with Agents. Here's Exactly How. (The Agents #014)
The Official AI SaaStr Podcast: SaaS | Founders | Investors
In the last 12 months, SaaStr went from a contact form and a generic follow-up email to a fully agentified revenue stack spanning inbound, outbound, and renewals. The result? Revenue doubled, new business is up 60%, and renewals are already 60% ahead of last year, with six more months to go. In this episode, Amelia and Jason walk you through the entire stack live, including 10K, our AI VP of Revenue, showing you the actual inputs, outputs, and results at every stage of the funnel. You'll see: How our inbound agent turned 3 million site sessions into 17,000 conversations and 600 booked...
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SaaStr 877 CRO Confidential: 0 to $600M in Under 4 Years. The ElevenLabs GTM Playbook with Carles Reina
The Official AI SaaStr Podcast: SaaS | Founders | Investors
CRO Confidential: 0 to $600M in Under 4 Years. The ElevenLabs GTM Playbook with Carles Reina (Partner @ Baobab Ventures and Former VP of Revenue at ElevenLabs). Hosted by Sam Blond, CEO and Co-Founder of Monaco Carles Reina was the fourth employee and first GTM hire at ElevenLabs. Four years later, the company hit $600M ARR and an $11B valuation. In this episode of CRO Confidential, Carles breaks down exactly how they built it. He covers the distribution-first strategy that drove 0 to $100M in 20 months, the grants program that pulled demand away from every competitor in the market, and the...
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SaaStr 876: Shipping Enterprise AI Agents with the CPOs of Rubrik, Glean, and Harvey
The Official AI SaaStr Podcast: SaaS | Founders | Investors
SaaStr 876: Shipping Enterprise AI Agents with the CPOs of Rubrik, Glean, and Harvey Building AI agents is one thing. Shipping them to enterprise customers who will hold you responsible for every mistake they make is something else entirely. Jason Lemkin sits down with the CPOs of three of the most ambitious enterprise AI companies - Rubrik, Glean, and Harvey - for an unfiltered conversation on what it actually takes to go agentic in production. Not demos, not roadmaps, actual working agents at scale, inside security, legal, and enterprise search. Rubrik's CPO breaks down how they're building...
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SaaStr 875: Who Owns Your Data Now? Agents vs. System of Record, ServiceTitan vs. Podium, Headless Salesforce, and Agentic Renewals on The Agents #013
The Official AI SaaStr Podcast: SaaS | Founders | Investors
SaaStr 875: Who Owns Your Data Now? Agents vs. System of Record, ServiceTitan vs. Podium, Headless Salesforce, and Agentic Renewals on The Agents #013 The agents are writing data faster than any human ever could - and systems of record aren't ready for it. This week on The Agents, Jason and Amelia dig into the biggest meta-theme of 2026: what happens when your AI agents become the primary user of your CRM, your MAP, and every other system you've built your business on? Together, they unpack the ServiceTitan vs. Podium blowup, where an agentic lead gen tool slowly became a competing system of...
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SaaStr 874: From 0% to 83% AI-First Customers in 2 Years. How Owner's CEO Rebuilt a $100M Vertical SaaS Company
The Official AI SaaStr Podcast: SaaS | Founders | Investors
What does it actually take to rebuild a $100M vertical SaaS company around AI - not just add AI features, but make AI the core of how your customers run their business? Adam Guild, CEO of Owner, shares the full story: how they went from zero AI-first customers to 83% of their base in just two years, why they had to rethink pricing, sales, and onboarding from the ground up, and what it means to serve small business owners who need results, not tools. Adam breaks down the hard lessons - the customers who churned when AI didn't deliver fast enough, the moments that forced the team to simplify,...
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SaaStr 873: Agents Are Your New Power Users: How Klaviyo CEO Andrew Bialecki Is Remaking a $1.4B Business for the Agent Era
The Official AI SaaStr Podcast: SaaS | Founders | Investors
Before AI, Klaviyo had an insight that changed e-commerce marketing forever: don't show merchants how many emails they sent, show them how much money those emails made. That single shift helped Klaviyo capture 80% market share, earn a cult following among Shopify merchants, and IPO in 2023 with $1.4B in revenue. Now Andrew has to do it again. In this session at SaaStr AI Day, Klaviyo's co-founder and CEO breaks down how he's rebuilding a dominant pre-AI company for the agent era, including some of the most practical AI-at-scale lessons we've heard from any founder this year. What's inside: The...
info_outlineSaaStr 876: Shipping Enterprise AI Agents with the CPOs of Rubrik, Glean, and Harvey
Building AI agents is one thing. Shipping them to enterprise customers who will hold you responsible for every mistake they make is something else entirely. Jason Lemkin sits down with the CPOs of three of the most ambitious enterprise AI companies - Rubrik, Glean, and Harvey - for an unfiltered conversation on what it actually takes to go agentic in production. Not demos, not roadmaps, actual working agents at scale, inside security, legal, and enterprise search. Rubrik's CPO breaks down how they're building Ruby, their agentic interface for cyber recovery - and why determinism matters when your agent is making decisions about someone's core infrastructure. When an agent makes a mistake at Rubrik, the blast radius isn't a bad email. It's a broken recovery workflow. Emrecan Dogan (Glean) shares how Glean has evolved from enterprise search to a full system of intelligence - powering agents that run on behalf of entire departments, not just individual users. Plus: why MCP alone isn't enough, and what offline-processed context gives you that runtime fetch never will. Anique Drumright (Harvey) explains how Harvey deploys legal engineers - ex-lawyers with 8 to 10 years of practice - with every enterprise customer, and why that human expertise in the deployment pod is what makes agentic workflows actually stick in law firms. The group also digs into the question nobody wants to answer: when your agent takes an action and something goes wrong, who's responsible? And what does it mean to build a product when customers are going to use it in ways you never anticipated? If you're building agents, buying agents, or trying to figure out how to monetize AI in a market that's moving faster than any product roadmap can keep up with, this one is worth your time.