Fetching from the wire…
Markets2026-08-11 · source-backed
At SaaStr AI Day, CEO Marty Kausas and CTO Advith Chelikani argued deflection is a lie of composition: ticket count and work volume are different measurements, so automating the easy tickets that consume minimal time leaves the escalated queue and its staffing untouched. Their counter-position is that support chased full auto-resolution, which "gets commoditized," instead of human-plus-AI. Beta numbers on the escalated path: 70% fewer escalations to engineering, 64.5% faster first response, an AWS log query dropping from ~20 minutes to 1–2. This is a direct, sourced rebuttal to the entire per-resolution pricing thesis.
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$688 billion in hyperscaler AI capex against $110 billion of revenue. No capex breakeven until 2031 or 2032. Those are Scale Venture Partners' Rory O'Driscoll's numbers from SaaStr AI 2026, and they're the backdrop for the most useful strategy conversation I've read this month...
If you wrote an MCP server before July, it's on a protocol shape the maintainers have already removed. Not deprecated-with-a-migration-window. Removed from the spec. MCP lead maintainers David Soria Parra and Den Delimarsky published an updated roadmap on August 22, and the re...
SaaStr's customer success panel put numbers on something I'd been noticing anecdotally: the CSM role grew 700% through Q2 2022, then flatlined for four years, while forward-deployed engineering is up 1,000%+ and still climbing. What makes it a story rather than a stat is the s...
A pharma company with a market cap in the hundreds of billions is pulling roughly 80% of its ServiceNow and adjacent app workloads onto an internal platform called Concierge, built with Cursor and Claude Code, targeting about $10M in savings. Matterfact's SaaS recap has the de...
A spec is a press release until someone who didn't write it implements it. GitHub made Agent Plugins 1.0 generally available on August 12 across VS Code, Copilot CLI, the Copilot SDK, and the Copilot app on all plans. The spec, published August 6, was co-authored by AWS, Anysp...
Two thirds. Not two thirds of a contrived jailbreak set. Two thirds of realistic malicious issue requests, against the exact three tools most of the people reading this run daily. Ankur Singh, Jinqiu Yang, and Tse-Hsun Chen built IssueTrojanBench across four attack categories...
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