SaaSletter
Matt HarneyA chart-heavy cloud + SaaS newsletter
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 161 | Founded | 4 years ago | Last Issue | 2 months ago |
| Active | |||||
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saasletter.comLatest Issues
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...
SaaSletter - Can Superior NRR Offset Weak AI Gross Margins?
Before exploring the efficient frontier of AI NRR vs gross margins, a deep dive into Fullcast x Pavilion 2026 GTM Benchmarks:
Fullcast 2026 GTM Benchmarks
While last week we covered ICONIQ’s “2026 State of GTM“ positive trends in area...
SaaSletter - All Things AI - Redpoint, G2, ICONIQ + More
Excited to be publishing again → we’ve been heads down building new products at Cloud Ratings, so apologies for the hiatus. Before getting into our core coverage, we will re-highlight some recent podcasts of ours:
“Where Vertical AI Wi...
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...
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...
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Authors
The writers behind this newsletter.
SaaS analyst at @CloudRatings. Previously in software PE.
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