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2026-06-13 05:34:25 · role: mention · x
@jasonlk: 1️⃣ Why the SaaSpocalypse was never about B2B dying - it was about pre-AI software dying - and what the Palantir, Twilio, and Atlassian re-acceleration stories actually tell yo
co-mentioned: Atlassian
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2026-06-12 05:17:39 · role: mention · x
@jasonlk: The public markets spent the last twelve months telling you B2B software was finished. Stocks down 60 to 70 percent. PE firms buying nobody. For the first time in history, software
co-mentioned: OpenAI · Anthropic · Atlassian · Databricks
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2026-06-02 04:49:31 · role: mention · rss
Stop paying 0.04 per SMS to Twilio. Put a cheap Android phone with a local SIM card and send unlimited updates a month for price of your phone bill.
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2026-05-29 17:45:43 · role: mention · x
@jasonlk: Ok the SaaSpocolypse is now really, truly over. All the loses, in the aggregate, have been pared. Public software stocks are finally back in the green for the year.
After big ru
co-mentioned: Salesforce · Snowflake · Datadog · ServiceNow · HubSpot
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2026-05-29 17:18:45 · role: mention · x
@jasonlk: Ok the SaaSpocolypse is now really, truly over. All the loses, in the aggregate, have been pared. Public software stocks are finally back in the green
After big runs from Snowfl
co-mentioned: Salesforce · Snowflake · Datadog · ServiceNow · HubSpot
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2026-05-19 16:45:16 · role: mention · x
@jasonlk: AI Agent API Grades: Analytics
1. Segment (Twilio) B+ (78) @twilio Segment
2. PostHog B (72) @posthog
3. Firebolt B (72) @FireboltHQ
4. Pendo B- (65) @pendoio
5. Mixpanel B- (6
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2026-05-07 23:52:57 · role: mention · x
@jasonlk: We're back. The B2B Reacceleration Is Real.
Twilio, Atlassian, Datadog, Cloudflare, and Palantir just proved it. HubSpot and Shopify still have to.
Seven of B2B's most-watched na
co-mentioned: Anthropic · Scale AI · Shopify · Atlassian · Datadog · Cloudflare · HubSpot
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2026-05-07 20:47:00 · role: mention · x
@jasonlk: The latest with @HarryStebbings @rodriscoll + me (and Rory will be LIVE at SaaStr AI Annual next week, come meet him!):
The most aggressive quarter in American capitalism.
$540B i
co-mentioned: US Unemployment Rate · Anthropic · NVIDIA · Microsoft · Google · Atlassian
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2026-05-05 20:29:00 · role: mention · x
@jasonlk: Who's UP in B2B + AI the last 12 months:
Digital Ocean +353%: became a real AI cloud with GPU droplets and inference workloads
Cloudflare +95%: Workers AI turned Cloudflare into
co-mentioned: Shopify · Datadog · Cloudflare · MongoDB
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2026-05-05 17:57:09 · role: mention · x
@jasonlk: This Thursday on 20VC x SaaStr with @HarryStebbings and @rodriscoll :
1/ The SaaSpocalypse counter-narrative
Atlassian +29%, Twilio +20%, Five9 +23%, Palantir Rule of 145, Shopi
co-mentioned: OpenAI · Anthropic · Google · Shopify · Atlassian · HubSpot
