Winners, losers, and the trends in Vertical AI that matter
Churn is a massive issue! We're building to solve the same. A recent report published by Kyle Poyar (Growth Unhinged) also painted a grim picture for SaaS.
High-End (>$250/mo): 70% GRR / 85% NRR (Behaves like traditional B2B SaaS).
Mid-Range ($50–$249/mo): 45% GRR / 61% NRR (15 points worse than B2B SaaS).
Low-End (<$50/mo): 23% GRR / 32% NRR (20 points worse than even B2C SaaS).
Re: AI UI, I think Retail (shopping) and other user journeys that are exploratory for end users should see more innovation in 2026. Google solved one of the main technical blockers, see dynamic framework for styling announced here: https://research.google/blog/generative-ui-a-rich-custom-visual-interactive-user-experience-for-any-prompt/. If you use AI mode from google.com you can see how each search response is personalized to the query.
Churn is a massive issue! We're building to solve the same. A recent report published by Kyle Poyar (Growth Unhinged) also painted a grim picture for SaaS.
High-End (>$250/mo): 70% GRR / 85% NRR (Behaves like traditional B2B SaaS).
Mid-Range ($50–$249/mo): 45% GRR / 61% NRR (15 points worse than B2B SaaS).
Low-End (<$50/mo): 23% GRR / 32% NRR (20 points worse than even B2C SaaS).
Re: AI UI, I think Retail (shopping) and other user journeys that are exploratory for end users should see more innovation in 2026. Google solved one of the main technical blockers, see dynamic framework for styling announced here: https://research.google/blog/generative-ui-a-rich-custom-visual-interactive-user-experience-for-any-prompt/. If you use AI mode from google.com you can see how each search response is personalized to the query.