The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 2,034 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 41 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Lemkin: Large tech conferences cost $10M–$20M just in fixed expenses
“There is a nut for these large events like con lions and money, and even faster. And it's going to cost you 10 to fifteen million dollars, maybe even 20 to turn on the lights.”
Lemkin: ElevenLabs recently crossed $350 million in revenue
“Great, but 11 labs just crossed three hundred fifty million.”
Lemkin: AI agents auto-selecting tools fueled rapid growth for Resend and WorkOS
“There are startups that have blown up in the last 12 months, like Resend instead of SendGrid for email, WorkOS and others where the agent just said to use them.”
Lemkin: AI SDR startups like Artisan and Clay start at $100K
“Startups like artisan and qualified and clay, they're expensive, man. They're like a hundred grand to start.”
Adams: Intercom's AI product Fin is close to $100M ARR
“You will grow to like a hundred million in AR or very quickly. Finn's on that path, very close to it.”
Parrish: AI use cases tripled Owner's booked revenue per sales rep
“We've, we have like nine high impact production use cases of AI air are booked per dollar out on, on a per AE basis is three X any team I've ever managed before.”
Lemkin: AI SDRs Generated 15% of Revenue for SaaStr London
“Hey, we just sent 70,000 automated emails. They're better than humans and it generated 15% of the revenue for SaaS for London. 15% of the revenue.”
Lemkin: Marc Benioff has 2,000 Salesforce employees building Agentforce
“That's why Asian force has to win. That's why Mark has 2000 people working on it.”
Anderson: Filevine makes more revenue from usage-based than subscription customers
“We get far more revenue from our usage-based pricing customers than we do from our traditional subscription-based customers.”
Lacour: AI Assistant Doubled Personio Expansion SDR Pipeline Per FTE
“Not only that, you see here the pipeline that an ESDR is adding with this assistant, and basically the pipeline per FTE generated went up like probably like two X.”
Lacour: Top 10 of Personio's 400 AI Assistants Drive 80% of Value
“We have actually, as I said, now, 400 of these assistants. Now, the top 10 does, like, probably 80% of the value, but we keep coming, and people keep coming also bottom up with new ones.”
Lemkin: Half of Venture Capital Dollars Go to Just Four Deals
“Half of all the venture capitalists here is going into four deals.”
Lemkin: Half of Enterprise Software Budget Growth Absorbed by Price Hikes
“Of this record budget increase, according to Gardner, which I'll show you, half is going into price increases, right? A few years ago, not everybody increased price to seven or eight percent every year. Now everyone's doing it to fatiguing their base. So half …”
Lemkin: 30% of new enterprise software spend goes to new AI tools
“And 30% of it is going into new AI tools that they're bringing in. It doesn't leave much left for all the rest.”
Lemkin: AI Video App Higgsfield Scaled to $100M Revenue This Year
“I'm a small investor in a video app called Higgs field. I, you know, I just thought they'd get a million dollars on black Friday and already got to a hundred million this year doing video and they have tons of competition.”
Lemkin: 65% of Winning AI Companies Are Under Three Years Old
“Because the new AI companies are growing so quickly, the winners are getting younger. The winners are getting younger. 65% are zero to three years old.”
Gartner: Software Spend Growth Projected to Reaccelerate to 15.2% in 2026
“This is, and if they're predicting it's going to reaccelerate to 15.2 for software, 9.8% overall for it.”
Lemkin: Sierra and Intercom's Finn Scaled to $100M in Revenue
“Sierra went from nothing to a hundred million in one year, Decagon, lots of others. Intercom was just here, Finn. They, their AI products at a hundred million right after the company growth.”
ChatGPT receives hundreds of millions of healthcare queries every week
“When we look at the queries that come into ChatGPT, we get hundreds of millions of healthcare queries every single week.”
OpenAI deploys HIPAA-regulated AI technology across UCSF
“We now have in America, it's HIPAA, I'm not sure if it's the same out here, but a HIPAA regulated version of our technology, and we are already selling this to physicians, to doctors, UCSF, it's a top leading hospital in America. Every single person there has …”
Lemkin: Sierra grew from $1M to $100M revenue in a year
“Sierra just said they went from one to a hundred million in a year. Brett Taylor, ex, you know, ex CTO of Facebook, co-CO of Salesforce, just going out to people and saying, you can replace a lot of your support teams with AI.”
Lemkin: 70-80% of sales execs do not know their products cold
“70, 80% of the sales executives I have worked with Over the last five or six years don't know their product cold.”
Ibarra: SaaStr's AI agents scaled outbound email volume 32x over human SDRs
“The average SDR we had here as a human would send, you know, on the low end, maybe 75 emails a month per rep, and at the high end, maybe somewhere like two, two eighties, 300, right, per rep per month. So if you look at this total over the last six months, alm…”
Ibarra: SaaStr's Artisan AI achieves a 6% response rate versus 2-4% human average
“For artisan, that one has, it actually went up, it's about a six percent overall response rate now. You know, average for normal SDR is two to four.”
Lemkin: Zendesk automates 60-80% of enterprise support versus 20% for self-serve
“With our top Customers at Zendesk, we can automate 60 to 80% of support and related interactions. Okay. Makes sense. They train them for months, sometimes for months at Zendesk for their big customers. For our Self Survey AI, it's 20%.”
Lemkin: AI has already erased sales, marketing, and support boundaries in e-commerce
“And like, I do know I've done a lot of investments in the SaaS side of e-commerce where there's high volume and already tons of AI and already there is no difference between sales, marketing, and support for a variety of reasons.”
Ibarra: SaaStr Inbound AI Agent Generated $1M Revenue in Three Months
“We've only had this, let's say three months. The inbound agent has been responsible for already a million dollars of revenue.”
Ibarra: 70% of SaaStr October Closed-Won Revenue Came From AI
“A crazy stat I just saw too, like, 70% of our October closed one came from the AI.”
Queener: A $250M seed fund requires $10B in net exit value
“We just raised a two hundred fifty million dollar seed fund, which I wish somebody had told me the economics of venture capital before I got into it. But a two hundred fifty million dollar seed fund means the return ten billion net exit value for the LPs to ge…”
Queener: Agentic startup targeting plumbers adds $1.5M monthly at low burn
“We have businesses that target one to five plumbers, contractors, et cetera. The team goes outbound with an agentic solution. They're adding a million and a half a month and their magic number is like 1.5 and their cash burns like .5 because the product does t…”
Top AI B2B Companies Achieve 1.6 Magic Number and 6-Month Payback
“Remember, you know, a magic number better than one means you're making your money back on sales and marketing in less than a year. And look at the ones that are rocketing at a hundred million in ARR or rather above one, they're at 1.6, they're going profitable…”
Marc Benioff Is Envious of Palantir's Forward Deployed Engineering Model
“He said, this is the number one thing he was jealous of Palantir was one of it was how, how, how, how well they charge their customers, but he was most jealous of what they've done in forward deployed engineers. He said, what I would love at Salesforce is that…”
Lemkin: Dialpad and Talkdesk Added Nine Figures in ARR From AI Agents
“Dialpad and TalkDesk have added nine figures of incremental AIR from their AI agents this year.”
Lemkin: Datadog Manages All DevOps for OpenAI and Accelerated Growth
“Datadog has accelerated. Because it sells to all those leaders because it does all DevOps for open AI.”
Lemkin: Replit Grew From $1M to $150M ARR This Year
“You know, Replit's one to a hundred and fifty million this year.”
Lemkin: Perplexity Operates With Only Five Salespeople
“So we had the chief business officer of perplexity at SAS or this year, you can read the post. He had five folks on the sales team.”
Lemkin: Vercel Operates With One Human SDR and Ten AI Agents
“We're going to have an upcoming session with Vercel, their chief business officer. They have one human SDR and 10 agents.”
Lemkin: Filevine Reached $3B Valuation Through AI Reacceleration
“Now it's worth three billion and it's accelerating.”
Lemkin: SaaStr generates eight figures in revenue with single-digit headcount
“You know, our organization is tiny, but you know, Sasser does do eight figures in revenue with a tiny team. So it's interesting to track us because we have a single digit amount of headcount doing eight figures of revenue.”
Lemkin: Drift security breach leaked Salesforce data from Cloudflare and Zscaler
“Poor drift, which sales off bot and Clary bot had a massive security breach and leaked cloudflare security data Z scalers, I mean, Salesforce data, cloudflare, Salesforce data, Z scalers, Salesforce data, tons of the cloud leader Salesforce data was all leaked…”
Lemkin: Replit grew from $1M to $160M in revenue this year
“And I would say Replit, which I use is the nerdiest of them because I think because it started as an idea, a platform for developers 10 years ago, almost 10 years ago, and then blew up as a prosumer platform this year, going from one to one hundred and sixty m…”
Sloan: B2B buyers now use LLMs first for software discovery
“They're going to LLMs first. So that, that has been a significant shift. What they do is they first, they go to the LLMs for their research process, their discovery process. And what we're seeing is that they're, they really do trust it. And so when they cite …”
Barut: Half of SaaStr event tickets are now sold via chat
“Like, they used to just come to the website, buy a ticket to Saster, and many people still do that. But we're literally seeing it fifty-fifty now. Some people prefer to buy this via chat, we call it, sell by chat.”
Lemkin: Most vertical SaaS companies experienced no downturn
“Most vertical SAS companies had no downturn, so-called downturn. And you know, I w I did, I was with the Sierra of owner this morning. They had no downturn in restaurant SAS.”