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Yesterday · Wed 11 Nov

Our Agents Never Picked Canva. 10 Learnings on Agent Pricing, Getting Picked, and Security From This Week’s “The Agents” With Ulrik Lehrskov-Schmidt

AI-generated summary Jason Lemkin and Amelia canceled Canva after agents stopped using the product, connecting instead to Gamma for decks and Higgsfield for images and video. Melanie Perkins stated in a memo that Canva experienced a slowdown in growth during the same week, following an earlier reduction in its 2026 growth forecast.

Tuesday 10 November

AI Startups May Have Fewer Sales Reps. But Not as a Percent of the Team. Has The Playbook Really Changed All That Much?

AI-generated summary Data from Pave shows that sales departments at artificial intelligence hypergrowth companies make up nearly the same share of total headcount as they do in traditional technology businesses. A survey by ICONIQ indicates that artificial intelligence forward organizations maintain smaller go-to-market teams overall while achieving higher quota attainment rates than lower adoption peers.

Monday 9 November

Sunday 8 November

Jason’s Takes on This Week’s 20VC: A 72% Cost Drop on Our Own App, the $100M Acquisition Bar, and DoorDash’s Third Competitor

AI-generated summary SaaStrAI reports that moving the SaaStr Connect matching and recruiting app to Haiku 5.5 and a cheaper model mix reduced total costs by 72 percent. Jason Lemkin notes that DoorDash stated agents have placed only a few hundred orders against approximately 3 million deliveries a day.

Saturday 7 November

SaaStr AI App of the Week: Base44. One Founder, Zero Funding, $80 Million From Wix in 6 Months. Now at $200 Million ARR.

AI-generated summary Base44 is an artificial intelligence app builder created by Maor Shlomo that allows users to generate live applications using plain language descriptions. Wix acquired Base44 for $80 million in cash, and the platform has since reached $200 million in annual recurring revenue run-rate.

Also covered by ctech

Friday 6 November

Thursday 5 November

20VC x SaaStr: OpenAI Cuts to $1.25 Trillion, Anthropic’s Growth Goes From 12x to 2x, and Why Agents Are an Existential Risk to DoorDash

AI-generated summary Alphabet shares experienced significant market pressure after financial results showed a drop in free cash flow and slower growth for Google Search. Anthropic reported quarter-over-quarter growth slowing from roughly 100 percent to about 50 percent according to its quarterly S-1 amendment.

Wednesday 4 November

Ada to merge with Dialpad in deal reportedly valuing firm at $600 million

AI-generated summary Toronto-based customer service technology company Ada announced that it is merging with Dialpad in an all-share transaction set to value Ada at approximately $600 million CAD. Mike Murchison stated that joining forces with Dialpad will accelerate their joint product roadmap as they compete against other players in the artificial intelligence customer service space.

Also covered by SaaStrAI

Monday 2 November

Anthropic's internal AI use is now worth more than employee pay, at the prices it charges customers

AI-generated summary Anthropic released details in its IPO filing showing that the value of Claude AI used internally at retail prices is now available and exceeds its monthly employee compensation costs. The company states that more than ninety percent of the code added to its software in September was written by Claude.

Also covered by The Deep View SaaStrAI ft.com
+2 morebloomberg.com datacenterdynamics.com

Sunday 1 November

Thursday 29 October