CoreWeave Lands Multi-Year Anthropic Deal — 9 of Top 10 AI Labs Now on Platform
CoreWeave announced a multi-year agreement with Anthropic to power Claude's infrastructure, sending shares up 13%. The kicker: CoreWeave now hosts 9 of the top 10 AI model providers. The AI infrastructure war is consolidating fast — and CoreWeave is winning the enterprise AI cloud race against AWS and Azure.
Read on CNBC →AI Agents Now Resolve 80% of IT Support Tickets — SaaS Pricing Under Pressure
Automation Anywhere's new data shows AI service agents are resolving more than 80% of employee support requests, cutting ITSM licensing costs by up to 50%. The implication for SaaS: per-seat pricing is dying. When AI does 80% of the work, companies won't pay for headcount that doesn't exist.
Read on PRNewswire →Canva Acquires Simtheory + Ortto: From Design Tool to Full Marketing Platform
Canva's dual acquisition of Simtheory (AI collaboration) and Ortto (marketing automation) signals a major strategic pivot. They're not just a design tool anymore — they're building a full-stack marketing platform. Expect a big reveal at Canva Create LA on April 16. Adobe should be paying attention.
Read on TechCrunch →CNBC: Salesforce Won't Disappear, But What Companies Want Is Changing
Sharp analysis on the two-front pressure hitting enterprise software: (1) AI tools like Agentforce are making companies more efficient — leading to fewer seats; (2) AI tools themselves are replacing the need for traditional software. Salesforce's answer: pivot from selling seats to selling outcomes. The question is whether that math works.
Read on CNBC →Marketing Brew: Meta's AI Push Gives Advertisers Less Control, Not More
"Meta has been trying to automate media buying through simplifying the process, keeping audiences broad, giving advertisers less control." That's the founder of The Charles Group summing up where Meta's AI push is actually headed. For marketers, this means less hands-on-keyboard optimization and more trusting the black box — whether you like it or not.
Read on Marketing Brew →💡 My Take
Read this one: The Automation Anywhere piece on 80% ticket resolution. This isn't about IT — it's about what happens when AI handles the majority of routine work in any function. The pricing and headcount implications ripple through every SaaS business model, including marketing tech. We're watching per-seat pricing die in real time.