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SaaSletter

Matt Harney

A chart-heavy cloud + SaaS newsletter

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues167Founded4 years agoLast Issue5 days ago
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Latest Issues

SaaSletter - ICONIQ "State Of AI" Takeaways

We will get right into it:

ICONIQ “State of AI” - AI Costs + AI Gross Margins

ICONIQ (h/t Vivian Guo + team) released their latest July 2026 edition of the “State of AI” report (47 slides, ungated).

Their granular AI cost structure...

5 days ago
16

SaaSletter - Best Software + AI Content Of H1 2026

Our past curations of the best content (see 2025, 2H 2024, 1H 2024) have proven popular, so here are our selections for 1H 2026:

“State of AI” Reports - Best Of 1H2026

[NEW COVERAGE] “The state of the AI economy” - from Azeem Azhar ...

12 days ago
14

Guy Rubin - 2026 GTM Benchmarks

Our Guest: Guy Rubin is with Fullcast and was the founder and CEO of Ebsta. Guy is known for his deep work in GTM data, revenue insights, and sales efficiency. His latest discussion focuses on Fullcast’s 2026 State of GTM Benchmarks report,...

2 months ago

SaaSletter - Maybe AI NRR Actually Will Be Great?

Before getting into the core newsletter, we wanted to flag this excellent new episode with Tim Sanders, Chief Innovation Officer of G2. The conversation spans strategic views of AI (like why executives only need to understand 30% of the tec...

2 months ago
12
1

Tim Sanders - G2 - The AI Answer

Our Guest: Tim Sanders is the Chief Innovation Officer at G2 and a fellow at Harvard’s Digital Data Design Institute. A longtime researcher of market trends and business technology, Tim focuses on AI adoption, AI agents, and the rise of ans...

3 months ago

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  • Matt Harney

    SaaS analyst at @CloudRatings. Previously in software PE.

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