AISaaStrabout 2 hours ago
Physical-World B2B Software Outgrows AI-Threatened Peers
8 min read
Shopify, Toast, and Samsara posted strong quarters, with revenue up 34%, 23%, and 31% respectively, as physical-world B2B software outperforms AI-exposed categories. These companies price on transactions, locations, or assets rather than seats, capturing customer volume growth instead of being capped by headcount.
Level
Hype check
Tap to vote and see what everyone thinks.
Summary by ByteBrief
