In 2022, you would blame the markets
In 2023, you would blame “macro” impacts
In 2024, you would nonetheless declare we have been in a “downturn”In 2025 — you have run out of excuses
— Jason ✨👾SaaStr 2025 is Might 13-15✨ Lemkin (@jasonlk) February 4, 2025
The “downturn” is over in SaaS and B2B. It’s over — if there was one in any respect in your class. And in the event you haven’t recovered from it, it’s time to be sincere. It’s you.
#1. 💸 Enterprise Capital is Again.
It’s all flowing into AI and Development, but it surely’s again. As quick and as livid as 2021.
#2. 🚀 HyperGrowth is Again.
Sure, it’s usually AI fueled SaaS leaders. However so what? Why isn’t that you simply? Why can’t you be the brand new chief in authorized, in accounting, in devops, in search, in assist, in no matter?
#3. Huge Spend is Going to AI-Associated Cloud
Seize a few of it.
Gonna be yr pic.twitter.com/2BCETdSUpi
— Jason ✨👾SaaStr 2025 is Might 13-15✨ Lemkin (@jasonlk) February 7, 2025
#4. 👬 Competitors is Method, Method Up.
AI has created 100s and even 1000s of recent opponents in lots of classes. Did you step up? Or are you
#5. 🤖 AI Has Unlocked Extra B2B Finances
Per Morgan Stanley, 50% of the finances for AI is new. Did you seize some?
The factor that’s underpriced proper now in software program is that AI will meaningfully improve the TAM of many software program classes. With AI Brokers that do work for folks, from coding to reviewing contracts, these are model new {dollars} in software program spend that didn’t exist earlier than. https://t.co/e1NBd87S0f
— Aaron Levie (@levie) January 16, 2025
#6. 🏃 Public SaaS Corporations Are Rising Sooner Once more
Usually just a bit quicker than 2024, however nonetheless quicker. For those who have been impacted, Q3’24 marked a low level in lots of instances. Not all, however many.
#7. The Ones That Can’t Maintain Up Are Being Left Behind
The tempo of innovation has accelerated. These nonetheless mainly promoting the identical merchandise as in 2021 are falling far behind.
#8. Merely Getting Extra Environment friendly or Worthwhile Is Not The Reply
This can be a tactic, not a method, for 95% of us. Getting extra environment friendly could also be essential to IPO, or to stretch your money. However with out extra progress, it normally will get you nowhere in the long run.
It’s not 2021 Simple for anybody exterior of the most popular AI-fueled start-ups. However the “downturn”? It’s over.
If the “downturn” shouldn’t be over for you, this may be your final, greatest probability to step it up.
Begin transferring quicker. At this time.
(picture from here)
