Physical‑world SaaS outpaces peers: Shopify up 34%, Toast 23%, Samsara 30%
While AI is squeezing many SaaS firms, the handful that serve physical‑world businesses are soaring – Shopify posted 34% revenue growth, Toast 23%, and Samsara 30% – thanks to pricing models based on transactions, locations or assets rather than headcount. That throughput‑driven model lets them capture productivity gains that seat‑based rivals miss.