B to B

14 statements across 12 episodes · 6 bullish · 4 bearish · 6 people on the record · first statement May 8, 2019 by Michael Seibel · across every show →

Everything said about B to B, oldest first

May 8, 2019 positive
Insight
B2B startups need $150k-$250k MRR for maximum Series A leverage
“Usually our guidelines for B to B companies is trying to be in the 150 to 250 K a month range. That, and close to profitable. That puts you typically in the maximum leverage category, which significantly increases the chance that going out and raising a series…”
Michael Seibel May 8, 2019 ▶ 20:13 A Decade of Learnings from Y Combinator's CEO Michael Seibel
Jan 20, 2022
Insight
Stone: Consumer workplace usage does not equal B2B product-market fit
“The extensibility of our product market fit simply because it was being used in a work setting was not the same thing as becoming a B to B product and having the right product market fit that we wanted.”
Dorian Stone Jan 20, 2022 ▶ 5:38 Scaling from Consumer to SMB to Enterprise with Grammarly Head of Organizations Revenue Dorian Stone
Jan 20, 2022 neutral
Insight
Stone: B2B companies must track leading indicators due to long cycle times
“In B to B. Leading indicators and behaviors become very, very critical to learn from rather than waiting until you get to the end state because of how long the cycle times are and how that will deteriorate your learning.”
Dorian Stone Jan 20, 2022 ▶ 16:41 Scaling from Consumer to SMB to Enterprise with Grammarly Head of Organizations Revenue Dorian Stone
Sep 27, 2022 bullish
Prediction Not checkable as stated
PLG Attackers Will Dominate B2B Public Markets Within a Decade
“Just like today the public markets in B to B are dominated by the SaaS attackers, I predict in the next decade the PLG attackers will dominate the public markets for the categories that it's in.”
Mark Roberge Sep 27, 2022 ▶ 23:36 Optimizing GTM for PLG with Stage 2 Capital Co-Founder and Managing Director Mark Roberge
Nov 1, 2022 neutral
Opinion
Lemkin: Miami is a tech hub, but may not become a B2B hub
“I'm not sure it will become a B to B hub. I'm confident it's already a tech hub of some sort, but even our last Miami meetup, which you were at, it was great.”
Jason Lemkin Nov 1, 2022 ▶ 0:47 SaaStr CRO Confidential: How to Raise in Late 2022 with Jason Lemkin and Sam Blond of Founders Fund
Feb 3, 2023
Insight
Lemkin: Founders have an investing superpower over non-founder managers
“So founders have this investing superpower that money managers don't have, which is they know who's better than them. But if in SaaS and B to B, if you do that pre-revenue, you really can't be sure.”
Jason Lemkin Feb 3, 2023 ▶ 44:54 What Venture Looks Like In 2023 | SaaStr Founder Jason Lemkin + 20VC Host Harry Stebbings
Apr 27, 2023 bullish
Opinion
Lerman: Events are the highest-ROI B2B customer acquisition channel
“Events, I think are, The highest ROI way to reach customers in B to B. If you can, it doesn't have to be much. It's not that expensive to put on a dinner.”
Howard Lerman Apr 27, 2023 ▶ 33:30 SaaStr CRO Confidential: Howard Lerman, Founder & CEO @ Roam | Founder-led Sales
Oct 11, 2024 negative
Assertion Not checkable as stated
Dholakia: B2B AI applications face severe churn challenges like consumer apps
“We see a lot of consumer apps on the AI side that have a lot of challenge with churn. Same is true for B to B”
Sameer Dholakia Oct 11, 2024 ▶ 30:16 State of the Cloud: The Cloud AI Era with Bessemer Venture Partners
Oct 15, 2024 bearish
Prediction Not checkable as stated
Lemkin: AI Will Not Be a Differentiator in Core B2B SaaS
“I do not believe in core B to B that AI going into this point now, and certainly next year is a differentiator. Your implementation, maybe you might be the best, but how everyone is going to have pricing page, check the box function app feature parody on every…”
Jason Lemkin Oct 15, 2024 ▶ 16:25 The Era of HyperFunctional SaaS is Here l SaaStr CEO and Founder Jason Lemkin
Nov 12, 2024 negative
Insight
B2B CEOs who do not gain energy meeting customers should be replaced
“If you don't gain energy meeting with customers, maybe you should find another CEO.”
Jason Lemkin Nov 12, 2024 ▶ 17:08 Samsara’s Rise to Vertical SaaS Leader and $1B+ ARR with Samsara's CEO and Co-Founder
Aug 27, 2025 positive
Assertion Not checkable as stated
Jason Lemkin: B2B companies get most leads from word of mouth
“Whatever data you look at in B to B and HubSpot used to publish this. I put it on Saster. Everyone gets most of their leads from word of mouth at scale.”
Jason Lemkin Aug 27, 2025 ▶ 45:18 What Happens When AI Kills Your SaaS Growth? Live Q&A with SaaStr CEO and Founder Jason Lemkin
Aug 27, 2025 bullish
Opinion
Lemkin: The downturn sentiment across B2B software is now behind the industry
“There's a Debbie downer vibe in B to B and it's behind us.”
Jason Lemkin Aug 27, 2025 ▶ 3:12 What Happens When AI Kills Your SaaS Growth? Live Q&A with SaaStr CEO and Founder Jason Lemkin
Feb 4, 2026 bullish
Prediction Not checkable as stated
Lemkin: AI tools will fully automate B2B marketing orchestration by H2 2026
“I think by the second half of the year, this will all work. Like instead of us having to build our own AIVPM and it being siloed, it will all connect and there won't be any excuses for shooting from the hip and marketing anymore in B to B. Like it will do all …”
Jason Lemkin Feb 4, 2026 ▶ 1:02:00 From 1 Agent to 20+: The Reality of Managing Multiple AI Agents Across Your GTM
Sep 2, 2026 negative
Opinion
Lemkin: CPO is the single most stressful job in B2B tech today
“We have what I think is the single most stressful job today in B to B is being a chief product officer”
Jason Lemkin Sep 2, 2026 ▶ 1:19 Shipping Enterprise AI Agents with the CPOs of Rubrik, Glean, and Harvey
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