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Why “No” in M&A Usually Means “No Forever”

"Time kills deals." Everyone says it. It is especially true in M&A. On 20VC x SaaStr a little ways back, we were discussing OpenAI's acquisition of TBPN. The outreach happened in January. Fidji was new as head of apps, thought it would elevate OpenAI's brand,...

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Why “No” in M&A Usually Means “No Forever”

“Time kills deals.” Everyone says it. It is especially true in M&A. On 20VC x SaaStr a little ways back, we were discussing OpenAI’s acquisition of TBPN. The outreach happened in January. Fidji was new as head of apps, thought it would elevate OpenAI’s brand, pitched it internally, and got the green light. It took…
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Blog Posts

The AI Became the Commodity. Here’s What 6 Verticals Agreed Was the Actual Moat at SaaStr AI 2026

The six sessions that closed out SaaStr AI 2026: Shoplazza and Subotiz (commerce), Adam Modsley, CRO | The data is the moat, not the AI Nue (revenue operations), James MacArthur, VP of Product Advocacy | AI speed inside deterministic guardrails Papaya Global (global payroll compliance), Sivanne Fishel, VP Client Success, and Hagit Ben-Tzur, Head of…
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Lew CirneCEO of NewRelic

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Lew CirneCEO of NewRelic

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