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20VC x SaaStr This Week: Anthropic Is Eating OpenAI’s Enterprise Lunch, Figma’s Real Problem Isn’t Stitch, and the Unicorn Math Nobody Wants to Talk About

With Harry Stebbings, Jason Lemkin, and Rory O’Driscoll We’re back! Ramp data put a number on what OpenAI has been avoiding: 73% of new enterprise AI spending is going to Anthropic. Ten weeks ago it was 50-50. That shift — plus a Figma stock rout, a $100B Bezos bet on AI-transformed manufacturing, a $20B Grok…
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Artificial Intelligence (AI), Blog Posts, Customer Success, SaaStr.Ai

Our AI Customer Success Agent Is Working Harder Than 95% of Human CSMs I’ve Worked With. Maybe More Than 95%.

Here’s what happened yesterday. At 8:37am, our AI Customer Success “QBee” agent sent out 150+ personalized sponsor update emails for SaaStr AI Annual 2026. Not a batch blast. Not a mail merge with a first-name token. Every single email was genuinely customized to what exactly we needed from them to … succeed for them: unique…
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