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Jason Lemkin · @jasonmlemkin

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X October 2026 Posts

From x.com/jasonlk

Sonnet 5.5 delivers 2x faster development.

Sonnet 5.5 is 10% cheaper to run.

Sonnet 5.5 provides materially better reasoning.

The best Gorgias AI agent fully resolved 70% of tickets.

Rebuilding the VC pitch‑deck analyzer in Opus 5.5 was dramatically faster, taking only a fraction of the time of the 2025‑2026 builds.

MCP adoption is high and keeps growing, we now have 1,500 daily active users on it, 3× from 3 months ago.

Agents now trigger >50% of Vercel's deployments, up from under 3 %.

OpenAI is back to a $70B run rate.

Atlassian staffed about ~10 hand‑picked builders (PMs, designers who code with AI).

Juniors are nearly 2x as likely to experiment with AI.

I chose Render for SaaStr Connect hosting because the agent ranked it top, with Vercel only fifth.

My first agentic purchase was Resend after SendGrid failed.

Listen Labs sold for a reported $2B at three years old.

Every published evaluation must contain three asterisks and four daggers.

Oura pulled a $2.2B IPO with revenue up 74% and a 4× book‑value coverage.

Nvidia calls its $20B Groq deal a license.

Never let your AI SDR send its first 1,000 emails without manually reviewing every single one.

After 1,000 reviewed emails, 20‑30 minutes of daily spot‑checks is enough.

Atlassian’s Head of AI runs AI in 20+ apps, 450 PMs, serving 5 M+ users.

Jev’s valuation jumped from ~$200 M to $7.5 B in < 1 month after launch.

It takes 12 years to IPO, then another 2‑3 years for VCs to get liquid; founders sell about ~4% per year.

In early October 2026 I posted a series of X threads that detailed how AI agents are reshaping SaaS GTM, revenue‑per‑employee benchmarks, and M&A dynamics, centred on the SaaStr AI Agent Playbook.

$4.8M in agent-sourced pipeline. $2.4M closed. Revenue went from -19% to +47% with the same three people.

ICONIQ typical B2B: $237K

ICONIQ Pacesetters ($100M+ ARR): $655K

Cloudflare after the cut: ~$690K, growth accelerated

Bending Spoons: $2.57M

SaaStr: $6.7M ($20M, 3 humans + ~20 AI agents)

Bending Spoons is worth $24 billion. It trades at 8x ARR and buys B2B companies at 2.3x to 2.7x ARR.

R&D is 8% of revenue. Sales and marketing is 10%.

AI writes 90%+ of the code. Customers pay about 10% more for the AI features.