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