Sequoia pulls back, Anthropic IPO oversubscribed, and AI cracks on demand

Sequoia pulls back, Anthropic IPO oversubscribed, and AI cracks on demand

Yesterday
SaaStr AI SprinklerAS Gtm_strategy

The Gist

  • Sequoia closes London office, ends evergreen fund, raises $10B
  • Anthropic IPO draws 6x demand despite conservative pricing
  • Seat-based B2B software loses ground to AI-driven agents

RevBots.ai View:

AI-native revenue models are displacing traditional seat-based software, signaling a shift in GTM strategies.

Full Story: SaaStr →