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20VC × SaaStr Roundtable: 'Tokens Over Humans,' the End of the SaaSpocalypse, and a Trillion-Dollar Land Grab
The returning 20VC × SaaStr roundtable with Harry Stebbings, Jason Lemkin, and Rory walked through nine of the biggest B2B/AI stories — led by Anthropic filing to go public the same week it closed a $65B round. The panel's 'tokens over humans' thesis argues consumption-based agent spend, not seat counts, is the new growth axis, and that the SaaSpocalypse selloff is giving way to a trillion-dollar agentic land grab. Useful as a sentiment read on where top B2B investors think the displacement narrative is heading.
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