Is Our AI VP Marketing Really a VP? Plus, Timely AI Wins

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Week of May 4, 2026 – May 10, 2026

Hey SaaStr AI Community: Is our AI VP of Marketing a true VP? Can AI agents really replace human roles? Plus, Palantir's record-breaking growth redefines enterprise software, and how to counter competitor FUD effectively. Let's dig in. - Jason & Amelia

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Is Our AI VP Marketing … Really a True VP? We Asked Him

Is our AI VP Marketing a real VP? Jason and Amelia think so, but 10K himself answers the critics. After driving SaaStr to $10M in revenue, he breaks down exactly what he replaced, and what he didn’t. The cost arbitrage and speed? Unmatched.

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Palantir Q1 2026 Has Broken the Enterprise Software Mold. Again. Revenue Growth Accelerates to 85% at $6.5B+ ARR

Palantir just shattered expectations with 85% revenue growth at $6.5B ARR. Rule of 40 at 145% and US commercial growth of 133% YoY. This is what re-acceleration at scale looks like, and it’s rewriting the enterprise software playbook.

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This edition of SaaStr AI Weekly is sponsored in part by Google

Google Cloud: Best of Next '26 for SMBs

Every year, Google brings together thousands of businesses at Google Cloud Next to share what's new in AI and cloud technology. This year's event just wrapped — and we've packaged the most relevant sessions for small and mid-sized businesses into a free 45-minute online event called Best of Next. Hear from real companies using AI to get more done with smaller teams. Register now and watch on May 12.

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93% of You Say Competitors Lie To Close Deals. You've Gotta At Least Get Good at Counter-FUD.

93% of founders say competitors lie to close deals. FUD tactics are rampant, and counter-FUD might be your best defense. Learn how to turn competitor mistruths into assets, and win deals by making honesty your weapon.

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This edition of SaaStr AI Weekly is sponsored in part by Wistia

Over 13 million videos analyzed. Too many insights to count.

Wondering what a “good” play rate even is? Or how to use AI so you stay on budget? Cue: Wistia’s 2026 State of Video Report. Wistia analyzed over 13 million videos from over 1,000 marketers to surface the trends and benchmarks your video strategy needs.

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The B2B Reacceleration Is Real, But Uneven. Twilio, Atlassian, Datadog, Cloudflare, and Palantir Just Proved It. HubSpot and Shopify Still Have To.

Twilio, Atlassian, and Datadog prove growth is back, but uneven. AI-driven reacceleration is reshaping public B2B. Who's thriving and who's still catching up? The data tells a clear story about what's next.

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Want to Know How Any B2B Company Is Really Doing? Follow the Net New Customer Growth

Want to know how any B2B company is really doing? Track net new customer growth. It’s the one metric that cuts through revenue spin and retention masks. Which companies are accelerating, and which are hiding problems?

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397% View Growth in 28 Days: Our New Podcast "The Agents" Seems To Be a Hit. And YouTube's AI Agent Shares With Us Why.

Our new podcast, 'The Agents,' is a breakout hit with 397% view growth in 28 days. YouTube’s AI agent explained why: specific AI results beat vague predictions. See how operational pain points drive engagement, and why targeted content wins.

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Listen to the Latest

The Official SaaStr Podcast

SaaStr 853: SaaStr 853: The Agents #004: Tragedy Apps, Too Many AI SDRs, and Why Your Next Hire Should Report to an Agent

SaaStr 852: SaaStr 852: The Agents #003, Our Agent Now Runs Campaigns on Weekends, Plus Why We Pay More for Salesforce Than Ever Before

SaaStr 851: SaaStr 851: The Agents, Episode 002. Managing 20+ AI Agents: Lazy Agents, Stealth Churn & the Death of 60% Solutions

Apple Podcasts · Spotify · Google Podcasts

@JasonLK on X

Tweets of the Week

Just tell me what the product costs

I really dont want to get on the phone

140 likes · 7 retweets · May 7

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Datadog destroys earnings, growth keeps accelerating. True AI beneficiary.

HubSpot is later today. If it projects acceleration (harder than Datadog to pull off, admittedly), then the SaaSpocolypse is official over.

We will see. https://t.co/M3ZOLdJk3a

137 likes · 5 retweets · May 7

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We stealth-churned off Notion months ago.

We didn't realize it. We didn't tell Notion.

It's just ... our agents have no need for it. They're doing the work now.

Stealth churn is the under-discussed agent risk. Usage drops to zero quietly. The renewal email never even goes

136 likes · 6 retweets · May 3

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Is Our AI VP Marketing Really a True VP?