Saastr · 8 October 2026

20VC x SaaStr with MongoDB’s Dev Ittycheria: OpenAI Reaccelerates to a $70B Run Rate, a CRO Jumps to a Direct Competitor, and Agents Start Picking Your Vendors

Jason Lemkin, GP @ SaaStr

MongoDB's Dev Ittycheria rejoins the podcast to discuss OpenAI's $70B revenue run rate, the Factory-Cognition CRO defection, agent-driven vendor selection at Vercel, and valuations under pressure from private fundraising at $1.4T–$2T.

Read the full post on Saastr ↗

Topics: AI (Horizontal) · Enterprise Software · Venture Capital & Startups

Published by Saastr · their site ↗

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