Tired vs. Wired: $4 Trillion in IPOs Coming, $100B in M&A, Vibing Isn’t Killing Salesforce After All, and Why the B2B Doomers Were Dead Wrong (Mostly) (opens in new tab)

I put this chart together for my SaaStr AI Annual opener last week. Of the 5 things we kept hearing through 2025 and through Q1 2026, and what we’re actually seeing now that the agents have shipped and the budgets have hit. #1. “Everyone will vibe-code their own CRM” → “Our CRM brings in deals... Continue Reading