SaaSletter

SaaSletter - State(s) of The Markets

“State of _”’s from Coatue, a16z Growth, and Air Street Capital

Oct 21 • Matt Harney

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September 2026

SaaSletter - AI-Driven Software Churn

Plus Launching Our “Accurate Insights 2026” Event

Sep 25 • Matt Harney

10

SaaSletter - AI Coverage Updates

Including ICONIQ’s “State of Scaling 2026” + Cloud Ratings’ B2B AI Native Interest (n=240+) Showing A Plateau

Sep 18 • Matt Harney

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August 2026

SaaSletter - Where Are We In B2B AI Cycle?

Our synthesis of AI spend data from Cledara, Ramp, Vertice + Zylo. Plus our podcast with Edward Robson, CIO of 2717 Partners.

Aug 18 • Matt Harney

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Edward Robson - Capital Allocation in Technology

Listen now (31 mins) | Our Guest: Edward Robson is the Founder and Chief Investment Officer (CIO) of 2717 Partners, an investment firm focused on…

Aug 18 • Matt Harney

30:38

July 2026

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

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SaaSletter - ICONIQ "State Of AI" Takeaways

Plus Cloud Ratings B2B AI Interest Index for May 2026

Jul 16 • Matt Harney

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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

15

May 2026

Guy Rubin - 2026 GTM Benchmarks

Listen now (29 mins) | 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…

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

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Tim Sanders - G2 - The AI Answer

Listen now (53 mins) | Our Guest: Tim Sanders is the Chief Innovation Officer at G2 and a fellow at Harvard’s Digital Data Design Institute. A longtime…

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

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