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

This SaaStr podcast features a panel discussion with Talia Goldberg from Bessemer and guests Kelly Loftus from Anthropic, Jacob Jackson from Cursor, and Gorkem Yurtseven from Fal. The panel explores how AI is changing SaaS metrics, particularly regarding gross margins and customer acquisition costs. They discuss pricing models, team structures, and go-to-market strategies in the AI era, highlighting the importance of technical sales teams and innovative hiring practices like research grants. The conversation also covers the symbiotic relationship between companies like Anthropic and Cursor, balancing partnership and competition, and concludes with a discussion on key metrics for AI companies, emphasizing product quality, user engagement, and wallet share.