Archive - SaaSletter

SaaSletter - Platforms vs Pure Plays

With Brex's President / Chief Product Officer + primary research with G2

Dec 14, 2023 •

SaaSletter - State of Software + AI

First Presented At Bowery Capital's Annual Meeting

Mar 25 •

SaaSletter - Coatue on AI -> SaaS Read Throughs

How Much Will AI Hurt Gross Margins?

Nov 20, 2023 •

SaaSletter - Redpoint 2025 Market Update

Plus Level Equity's 2025 Go To Market Report

Mar 17 •

SaaSletter - Best Content Of 1H 2024

Curating the best of Software x AI for Operators and Investors

Jul 10, 2024 •

SaaSletter - McKinsey on Cloud + AI ROI

Where does the ROI go?

Jan 3, 2024 •

SaaSletter - All AI: Buck, Sequoia, Barclays, McKinsey, + More

Plus Cloud Ratings new May 2024 B2B AI Interest Index

Jun 26, 2024 •

SaaSletter - The Messy Middle

Plus Our July 2024 SaaS Demand Index

Aug 14, 2024 •

SaaSletter - Positive B2B AI Signs

Via Morgan Stanley + Cloud Ratings B2B AI Interest Index

Oct 24, 2024 •

SaaSletter - Coatue EMW 2024 + Avenir

Quick takes from two great decks

Jul 16, 2024 •

SaaSletter - Climbing The ACV Mountain

Plus The November 2024 Cloud Ratings SaaS Demand Index

Jan 9 •

SaaSletter - Less Horrible Forecasts

Plus our final free SaaS Demand Index

Feb 6 •

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