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How Anthropic Rocketed to $4B ARR — And Why Your B2B Playbook May Already Be Obsolete

SaaStr

Churn vs. Expansion Revenue In token-based models, expansion revenue isn’t about selling more seats—it’s about customers consuming more tokens as they build larger applications. Anthropic’s “customers” can go from $0 to $100K+ monthly usage without ever talking to a salesperson.

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AI-powered martech news and releases: September 12

Martech

AI is expected to produce 48% of social media marketing content by 2026, according to a Capterra study. Oracle Cloud CX enhances personalization and improves upsell and cross-sell conversions. Email: Business email address Sign me up! Market research analysts have the lowest unemployment rate, 3.2%, according to the same study.

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AI, Sales + GTM in 2025/2026: This Changes Everything with Jason Lemkin and Owner CRO Kyle Norton

SaaStr

At Owner, selling ~$10K ACV deals to tiny businesses that “don’t typically buy software,” the AI transformation has been mission-critical. Irrelevant automated emails and generic follow-ups can destroy deals faster than no automation at all. This doesn’t eliminate the need for human sellersit elevates the bar.

GTM 92
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The Surprising Enterprise AI Giants: Oracle and SAP (Really!)

SaaStr

Especially ones that don’t think they can keep up in the Age of AI. Oracle’s cloud infrastructure revenue should increase more than 70% in the 2026 fiscal year, up from growth of 52% in the quarter, according to CEO Safra Catz. The Cloud Revenue Acceleration: Cloud revenue was up 27% to €4.71

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AI Won’t Replace Sales Reps So Much as ‘Deflect’ Them: What Support’s 70% Deflection Rates Tell Us About Sales’ Future

SaaStr

The Economics Drive Adoption The ROI is compelling. ClassPass achieved a 95% cost reduction in support conversations. For sales, every routine interaction handled by AI rather than a human rep represents immediate cost savings and rep time freed for complex deals.

Territory 106
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It’s time for B2B marketing to understand its GTM role

Martech

The grey swans are gathering, and when that happens, the likelihood of one or more black swans showing up increases dramatically. B2B marketers still dont know how to sell the pen on marketings extraordinary contributions as a multiplier of business performance. But those last two sentences should make you perk up a lot.

GTM 102
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Why AI Has Taken Longer to Come to Sales Than Coding with Artisan’s CEO

SaaStr

Early movers who consolidate now will have cleaner data and faster cycles when the technology catches up. AEs Want to Sell, Not Admin—AI Will Handle the Rest The Hard Data : Average AE spends only 28% of their time actually selling. Follow-up email response rates are 60% lower when AEs write them vs. marketing-crafted sequences.