SaaStr 685: Why Investors Love SaaS with SaaStr CEO Jason Lemkin and QED Partner Amias Gerety on Fintech Beat

SaaStr 685: Why Investors Love SaaS with SaaStr CEO Jason Lemkin and QED Partner Amias Gerety on Fintech Beat

SaaStr Founder and CEO Jason Lemkin and Partner at QED Investors Amias Gerety chat on the Fintech Beat podstream about all things SaaS, money, and what makes a great founder.

Some topics covered include:

  • What makes SaaS so great
  • How SaaS is fairing in the "macro" economy
  • Perspectives on fintech and SaaS and how they overlap
  • How an investor chooses what to invest in and when it's time to walk away

Fintech Beat is all about the intersection of finance, tech, and policy, and now they're touring outside the neighborhood of fintech and into the great big world of SaaS.

While the world of public tech stocks is defined by consumer-facing juggernauts like Facebook, Amazon, and Google, the world of venture capital is defined by the North Star of SaaS.

Let's dive right in.

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Episoder(887)

SaaStr 880: Agent Pricing is Chaos. Here's What We're Seeing From the Buyer Side. (The Agents #015)

SaaStr 880: Agent Pricing is Chaos. Here's What We're Seeing From the Buyer Side. (The Agents #015)

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 mo...

2 Okt 1h 6min

SaaStr 879: Stripe's CRO of AI on The New AI GTM Playbook

SaaStr 879: Stripe's CRO of AI on The New AI GTM Playbook

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 se...

23 Sep 43min

SaaStr 878: We Doubled Revenue with Agents. Here's Exactly How. (The Agents #014)

SaaStr 878: We Doubled Revenue with Agents. Here's Exactly How. (The Agents #014)

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 busi...

18 Sep 57min

SaaStr 877 CRO Confidential: 0 to $600M in Under 4 Years. The ElevenLabs GTM Playbook with Carles Reina

SaaStr 877 CRO Confidential: 0 to $600M in Under 4 Years. The ElevenLabs GTM Playbook with Carles Reina

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...

9 Sep 41min

SaaStr 876: Shipping Enterprise AI Agents with the CPOs of Rubrik, Glean, and Harvey

SaaStr 876: Shipping Enterprise AI Agents with the CPOs of Rubrik, Glean, and Harvey

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 mis...

2 Sep 43min

SaaStr 875: Who Owns Your Data Now? Agents vs. System of Record, ServiceTitan vs. Podium, Headless Salesforce, and Agentic Renewals on The Agents #013

SaaStr 875: Who Owns Your Data Now? Agents vs. System of Record, ServiceTitan vs. Podium, Headless Salesforce, and Agentic Renewals on The Agents #013

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...

28 Aug 53min

SaaStr 874: From 0% to 83% AI-First Customers in 2 Years. How Owner's CEO Rebuilt a $100M Vertical SaaS Company

SaaStr 874: From 0% to 83% AI-First Customers in 2 Years. How Owner's CEO Rebuilt a $100M Vertical SaaS Company

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, share...

19 Aug 43min

SaaStr 873: Agents Are Your New Power Users: How Klaviyo CEO Andrew Bialecki Is Remaking a $1.4B Business for the Agent Era

SaaStr 873: Agents Are Your New Power Users: How Klaviyo CEO Andrew Bialecki Is Remaking a $1.4B Business for the Agent Era

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 Klaviy...

14 Aug 43min

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