SaaSletter

SaaSletter - Brute-Force AI + Gross Margins

Why exponential inference breaks software gross margins - plus token pricing data + takes from Carmen Li, CEO of Silicon Data.

Jul 23 • Matt Harney

12

SaaSletter - ICONIQ "State Of AI" Takeaways

Plus Cloud Ratings B2B AI Interest Index for May 2026

Jul 16 • Matt Harney

16

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SaaSletter - Best Software + AI Content Of H1 2026

With New Content from Exponential View, Benedict Evans, Coatue, and Benchmarkit

Jul 9 • Matt Harney

14

May 2026

Guy Rubin - 2026 GTM Benchmarks

Our Guest: Guy Rubin is with Fullcast and was the founder and CEO of Ebsta. Guy is known for his deep work in GTM data, revenue insights, and sales…

May 28 • Matt Harney

29:05

SaaSletter - Maybe AI NRR Actually Will Be Great?

Plus Our Podcast With Tim Sanders of G2 + Covering "State of Martech 2026"

May 8 • Matt Harney

12

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Tim Sanders - G2 - The AI Answer

Our Guest: Tim Sanders is the Chief Innovation Officer at G2 and a fellow at Harvard’s Digital Data Design Institute. A longtime researcher of market…

May 6 • Matt Harney

52:39

SaaSletter - Can Superior NRR Offset Weak AI Gross Margins?

Plus A Deep Dive Into Fullcast's 2026 GTM Benchmarks

May 1 • Matt Harney

17

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April 2026

SaaSletter - All Things AI - Redpoint, G2, ICONIQ + More

Plus Cloud Ratings B2B AI Interest Index for March 2026

Apr 22 • Matt Harney

16

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February 2026

Pat McGovern - Bowery Capital - Where Vertical AI Wins

Our Guest: Pat McGovern is a Principal at Bowery Capital, an early-stage B2B fund investing primarily at pre-seed.

Feb 25 • Matt Harney

42:17

Karim Fanous - Engineering Management in the Age of AI

Our Guest: Karim Fanous is the Senior Vice President of Engineering at StrongDM, a cybersecurity company, and the writer behind Cumulative, a Substack…

Feb 18 • Matt Harney

39:58

SaaSletter - ICONIQ's "State of AI"

Plus Cloud Ratings B2B AI Interest Index for December 2025

Feb 5 • Matt Harney

15

January 2026

SaaSletter - Best Of The Best Separation Points

Our Analysis Using Scale Venture Partners' GTM Benchmarks

Jan 28 • Matt Harney

13

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