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SaaSletter

Matt Harney

A chart-heavy cloud + SaaS newsletter

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues158Founded3 years agoLast Issue3 months ago
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Latest Issues

SaaSletter - ICONIQ's "State of AI"

ICONIQ’s “State of AI: Bi-Annual Snapshot”

ICONIQ (h/t Vivian Guo and team) recently released its “State of AI: Bi-Annual Snapshot” report (44 slides, ungated).

Key call-outs: while AI product gross margins are projected to increase b...

3 months ago
14

SaaSletter - Best Of The Best Separation Points

Scale Venture Partners GTM Benchmarks

Scale Venture Partners (h/t Mark Gustaferro + Craig Rosenberg), in partnership with Ray Rike and Benchmarkit, recently debuted their GTM Benchmark interactive database.

We further analyzed their d...

4 months ago
12
1

SaaSletter - "State of AI" Reports From Battery Ventures + OpenAI

Battery Ventures “State of AI”

Battery Ventures (h/t Dharmesh Thakker, Danel Dayan + co recently released their “State of AI” report (36 slides here).

Beyond strong core “State of _” type slides like this example:

… the report inclu...

4 months ago
12
2

SaaSletter - Best Software + AI Content Of 2025

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

Investor “State of __” Reports - Best Of 2025

[NEW] Meritech: Recently released their “2025 Market Update” (Slide...

5 months ago
19
4

SaaSletter - Is AI An Abject Disaster?

Scale AI Remote Labor Index →Is AI An Abject Disaster?

Since I’ve been regularly consuming examples of AI productivity gains - whether SaaStr or S&P500 public companies, more on both below - I’ve assumed any headline numbers from any...

6 months ago
8
2

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  • Matt Harney

    SaaS analyst at @CloudRatings. Previously in software PE.

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