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Lemkin: AI inference costs are replacing traditional sales and marketing budgets

Jason Lemkin · Anthropic Inference Costs Skyrocket |TikTok Deal Closes |The IPO Market:Wealthfront & EquipmentShare · 20VC with Harry Stebbings · Jan 29, 2026 · at 31:12

SaaS investor Jason Lemkin explains how AI-native startups leverage superior product quality and inference expenditure to drive organic growth without traditional sales teams.

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“The other advantage that the new entrants have is that if you have the best agent and you have the kind of market demand we see, right, then you're for you, your inference costs are a marketing cost. The established players don't have that luxury. They're already spending massive amounts on traditional sales and marketing versus, you know, if, I mean, Harry's had Harvey and Lagoran, if Harvey went to two hundred million last year, open evidence, a hundred million a year, they're often there's, they have no sales in market, very little sales. Maybe Harvey does, but I can think of plenty of AI leaders that have four people in sales. And I can think of some that just hired a marketer at two hundred million in revenue. So They're, they, the inference is your marketing sales and marketing team in, in essence, right? Cause you just throw all the money into the making the agent great.”

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