Premium intelligence for strategy, product, and GTM leaders at Artificial Intelligence and Software-as-a-Service (SaaS) firms offering enterprise and business products.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 98 | Founded | 2 years ago | Last Issue | 10 days ago |
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saasintelligence.substack.comLatest Issues
The NDR Story Meets A Procurement Math Problem
This Week’s Strategic Signals for B2B AI & SaaS Executives
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Capital & KPIs: Commvault reported 121 percent SaaS net dollar retention, validating expansion durability as it scales its subscription mix.
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Enterprise Buyer Behavior: G...
Salesforce Buys Listen Labs Data. ARR Was Not The Point
This Week’s Strategic Signals for B2B AI & SaaS Executives
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Capital & KPIs: Salesforce agreed to acquire Listen Labs for approximately 2 billion dollars to pull qualitative AI research deeper into the CRM core.
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Enterprise Buyer B...
Goldman anchors Cyera. Flexibility trades for valuation optics
This Week’s Strategic Signals for B2B AI & SaaS Executives
- Capital & KPIs: Cyera raised 400 million dollars in a Series G extension led by Goldman Sachs Alternatives, signaling concentrated late stage conviction in data security expan...
Oracle's AI boom runs on negative free cash flow
This Week’s Strategic Signals for B2B AI & SaaS Executives
- Capital & KPIs: On September 10, 2026, Oracle posted Q1 revenue of 19.3 billion dollars up 30 percent while 28 billion dollars of capex drove free cash flow to negative 5 bill...
Agent Margins Are Upside Down Already
This Week’s Strategic Signals for B2B AI & SaaS Executives
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Capital & KPIs: Expert360’s sale to Swipejobs valued at 16 million exposes how preference stacks can zero out founders when growth stalls.
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Enterprise Buyer Behavior: Nvi...
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The writers behind this newsletter.
The Intelligence Council is next-gen B2B media designed for people who make high-stakes decisions and need clarity. Our content helps them make money; save money; manage risk; gain an edge.
Global strategist and founder writing about power, incentives, and strategy in a world being reorganized by technology, geopolitics, and capital.
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