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

<p>SaaStr 818: Anthropic, Cursor, Fal & Bessemer: The Realities of Scaling AI</p> <p>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.</p> <p> 00:00 - Introduction & Panelist Bios<br /> 01:19 - How AI Companies Are Changing Metrics<br /> 02:20 - The New Economics: Margins, Growth, and Pricing<br /> 04:41 - Usage-Based Models & The Cost to Serve<br /> 06:31 - The Impact of Expensive Models on Margins<br /> 08:00 - Go-To-Market Team Structures at Anthropic<br /> 09:36 - Scaling Sales Teams & The Quota Debate<br /> 12:01 - Hiring and Team Building Tactics<br /> 14:47 - How AI Is Used Internally at These Companies<br /> 17:47 - Key Decisions & Pivots in Company Journeys<br /> 20:07 - Collaboration vs. Competition: Cursor & Anthropic<br /> 22:23 - Measuring Productivity Gains from AI<br /...