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SaaSletter

Matt Harney

A chart-heavy cloud + SaaS newsletter

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues171Founded4 years agoLast Issue17 days ago
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Latest Issues

SaaSletter - AI-Driven Software Churn

Before we get into our AI-driven churn coverage, we’re excited to announce an upcoming virtual event:

“Accurate Insights 2026” Event - RSVP Now

Curated for institutional investors, the event will focus on generating actionable, reliab...

17 days ago
10

SaaSletter - AI Coverage Updates

As you might have noticed, we’re shipping less content during a product-building sprint at Cloud Ratings. Excited to be back for a moment here:

Hypergrowth AI Metrics - ICONIQ “State of Scaling 2026”

While the “quarters to $___ ARR”...

24 days ago
14
2

SaaSletter - Where Are We In B2B AI Cycle?

Mapping AI Spend Data From Cledara, Ramp, Vertice + Zylo

As more 3rd-party platforms publish AI spend data, we thought an “all-in-one” analysis might add value. First, all credit is due to their AI spend transparency → sources here:...

2 months ago
16

SaaSletter - Brute-Force AI + Gross Margins

Inference Goes Exponential → Brute Force Implications

Our recent editions have covered the exponential curve for inference needs (h/t Siddharth Ramakrishnan of Scale Venture Partners) that sets up…

Dave Kellogg’s post on the "Brute-Fo...

3 months ago
15

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...

3 months ago
17

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  • Matt Harney

    SaaS analyst at @CloudRatings. Previously in software PE.

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