Saastr · 8 November 2026 · Operating Insight

Jason’s Takes on This Week’s 20VC: A 72% Cost Drop on Our Own App, the $100M Acquisition Bar, and DoorDash’s Third Competitor

Jason Lemkin, GP @ SaaStr

Jason Lemkin distills 10 operational decisions B2B AI founders should make now: re-benchmark model costs constantly, report absolute ARR alongside growth rates, price around outcomes not tokens, ensure agents can use your product programmatically, understand power-user economics, compete against disintermediation not just rivals, test TAM expansion via deal size multiples, plan to $100M revenue for acquisition viability, disclose real numbers when fundraising, and secure agent endpoints against LLM-powered attacks.

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Topics: AI (Horizontal) · Enterprise Software

Published by Saastr · their site ↗

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