The Official SaaStr Podcast: SaaS | Founders | Investors5 Syys 2025

SaaStr 818: Anthropic, Cursor, Fal & Bessemer: The Realities of Scaling AI

Join Talia Goldberg (Bessemer Venture Partners), Kelly Loftus (Anthropic), Jacob Jackson (Cursor), and Gorkem Yurtseven (FaL - Feautres and Labels) as they discuss the evolving landscape of AI, business models, metrics, and the future of generative media.

00:00 - Introduction & Panelist Bios
01:19 - How AI Companies Are Changing Metrics
02:20 - The New Economics: Margins, Growth, and Pricing
04:41 - Usage-Based Models & The Cost to Serve
06:31 - The Impact of Expensive Models on Margins
08:00 - Go-To-Market Team Structures at Anthropic
09:36 - Scaling Sales Teams & The Quota Debate
12:01 - Hiring and Team Building Tactics
14:47 - How AI Is Used Internally at These Companies
17:47 - Key Decisions & Pivots in Company Journeys
20:07 - Collaboration vs. Competition: Cursor & Anthropic
22:23 - Measuring Productivity Gains from AI
24:26 - The Metrics That Matter Most
27:16 - Final Thoughts & Audience Q&A

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If you're serious about B2B and AI, you need to be in London this December 2nd and 3rd. SaaStr AI London is bringing together more than 2,000 leaders and founders for two days of practical advice on scaling into the new year. We'll have speakers flying in from OpenAI, Wiz, Clay, Intercom, and all your favorite SaaS companies, including yours truly with Harry Stebbings for a live 20VC podcast. It'll be fun, and it's all in the heart of London. Don't miss out: get your tickets with my exclusive discount by going to podcast.saastrlondon.com --------------------- Hey everybody, the biggest B2B + AI event of the year will be back - SaaStr AI in the SF Bay Area, aka the SaaStr Annual, will be back in May 2026. With 68% VP-level and above, 36% CEOs and founders and a growing 25% AI-first professional, this is the very best of the best S-tier attendees and decision makers that come to SaaStr each year. But here's the reality, folks: the longer you wait, the higher ticket prices can get. Early bird tickets are available now, but once they're gone, you'll pay hundreds more so don't wait. Lock in your spot today by going to podcast podcast.saastrannual.com to get my exclusive discount SaaStr AI SF 2026. We'll see you there.

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Jaksot(886)

SaaStr 879: Stripe's CRO of AI on The New AI GTM Playbook

175% Growth, 120 Countries, Agents as Buyers: Stripe's CRO of AI on The New AI GTM Playbook The fastest-growing AI companies are rewriting every rule in the GTM playbook, and Stripe has a front-row se...

23 Syys 43min

SaaStr 878: We Doubled Revenue with Agents. Here's Exactly How. (The Agents #014)

In the last 12 months, SaaStr went from a contact form and a generic follow-up email to a fully agentified revenue stack spanning inbound, outbound, and renewals. The result? Revenue doubled, new busi...

18 Syys 57min

SaaStr 877 CRO Confidential: 0 to $600M in Under 4 Years. The ElevenLabs GTM Playbook with Carles Reina

CRO Confidential: 0 to $600M in Under 4 Years. The ElevenLabs GTM Playbook with Carles Reina (Partner @ Baobab Ventures and Former VP of Revenue at ElevenLabs). Hosted by Sam Blond, CEO and Co-Founder...

9 Syys 41min

SaaStr 876: Shipping Enterprise AI Agents with the CPOs of Rubrik, Glean, and Harvey

SaaStr 876: Shipping Enterprise AI Agents with the CPOs of Rubrik, Glean, and Harvey Building AI agents is one thing. Shipping them to enterprise customers who will hold you responsible for every mis...

2 Syys 43min

SaaStr 875: Who Owns Your Data Now? Agents vs. System of Record, ServiceTitan vs. Podium, Headless Salesforce, and Agentic Renewals on The Agents #013

SaaStr 875: Who Owns Your Data Now? Agents vs. System of Record, ServiceTitan vs. Podium, Headless Salesforce, and Agentic Renewals on The Agents #013 The agents are writing data faster than any human...

28 Elo 53min

SaaStr 874: From 0% to 83% AI-First Customers in 2 Years. How Owner's CEO Rebuilt a $100M Vertical SaaS Company

What does it actually take to rebuild a $100M vertical SaaS company around AI - not just add AI features, but make AI the core of how your customers run their business? Adam Guild, CEO of Owner, share...

19 Elo 43min

SaaStr 873: Agents Are Your New Power Users: How Klaviyo CEO Andrew Bialecki Is Remaking a $1.4B Business for the Agent Era

Before AI, Klaviyo had an insight that changed e-commerce marketing forever: don't show merchants how many emails they sent, show them how much money those emails made. That single shift helped Klaviy...

14 Elo 43min

SaaStr 872: Our AI Agent Rewrote Our App Without Telling Us (The Agents #12)

A year ago, running our agents took 30 minutes a day. This week: eight hours. Here's what changed - and why it's both thrilling and terrifying. In this episode, Amelia and Jason break down the week...

5 Elo 1h 4min