SaaStr 'Tired vs Wired': $4T in IPOs Coming, SpaceX-Cursor $60B Deal, B2B Doomers Were Dead Wrong

SaaStr·high signal

Jason Lemkin's SaaStr AI Annual 2026 opener dismantles five doomer predictions with hard data: SpaceX's $60B option to acquire Cursor (with $10B breakup fee), Databricks at $5.4B ARR growing 65%, and $4T in combined IPO value from SpaceX ($1.5T), OpenAI (~$1T), and Anthropic (~$1T) — exceeding all US VC-backed IPOs since 2000 combined. CRM replacement never happened (Agentforce strengthened Salesforce), and SaaStr itself operates at 147% YoY revenue with 3 humans and 20+ agents.