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

SaaStr

The Enterprise-First Strategy That Worked While OpenAI captured headlines with consumer ChatGPT adoption, Anthropic quietly built an enterprise juggernaut. To put this in perspective, it took Snowflake—one of the fastest SaaS companies in history—six quarters to go from $1B to $2B ARR. Anthropic did $1B to $4B in seven months.

B2B 249
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Clouded Judgement 7.18.25 - The Return of the Point Solution

Clouded Judgement

There are so many similar stories coming out of AWS ReInvent every year. It was ~4 years after AWS was launched and the public cloud started to take off. They’d announce a ton of new products on stage, and the initial reaction was always “Wow! They just killed X, Y, Z startup!”

Cloud 144
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Global AI Race: Top 7 Countries Leading Full-Stack AI in 2025

How To Buy Saas

This fuels a robust ecosystem of AI chips (Nvidia, AMD), cloud AI services (AWS Sagemaker, Azure AI, Google Cloud AI), and SaaS integration (Salesforce Einstein, Microsoft 365 Copilot, Adobe Firefly). born tools like ChatGPT are extremely positive (ChatGPT rates 4.7/5 on their Android phones, or chat with ChatGPT (U.S.)

AI 69
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The Top 10 SaaStr Learnings from Mary Meeker’s Latest Report on AI

SaaStr

AI User Adoption Is Literally Unprecedented We know this, but still, the numbers do sort of blow your mind: ChatGPT: 0 to 800MM weekly users in 17 months (vs. Netflix’s 10+ years to 100MM) Time to 100MM users: ChatGPT (2 months), TikTok (9 months), Instagram (2.5 80% cheaper than predecessor, costs 0.2%

AI Search 264
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The Latest SaaStr on 20VC: The State of SaaS 2025: IPOs, AI, and the Coming Shakeout

SaaStr

They’re the “AWS of AI” and will capture massive value. The Anthropic Growth Story Let’s talk about real AI success: Anthropic’s run rate grew from $1B to $2B in a single quarter (Q4 2024 to Q1 2025), with 100,000+ customers growing 8x year-over-year.

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The $4.5B Board Meeting: Inside Snowflake’s AI Transformation and the CEO Who Bets His Company on Their Platform

SaaStr

The AI Data Cloud Vision: Beyond Traditional Analytics Snowflake’s vision is clear: become “the AI data cloud”—a platform where any business user can interact with their enterprise data using natural language, just like ChatGPT but with access to every dataset in their organization.

AI 269
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GTM 128: The Death of Demos and Selling What Customers Actually Need with Fred Viet

Sales Hacker

With a background that includes leadership roles at AWS, Microsoft, and Lenovo, Fred brings a wealth of experience in building high-performing teams and driving revenue growth. And I know you’ve had some great experience, particularly while you were at AWS, running different partner sales, channel sales. They cannot resell.