74% of Buyers Are Open to Switching Vendors

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AI Summary

G2's 2026 AI Agents Report shows 86% of B2B buyers purchased AI agents in the past year, 57% prefer usage-based pricing, and 74% will evaluate alternatives at renewal. Bending Spoons reported $2.8B in revenue with 126% growth and bought $1.08B of ARR in 37 days through Airtable and Miro acquisitions. Other highlights include Meta's Muse Wonder launch, Jev's $870M raise, and Anthropic's 90% Haiku price cut.

Key Facts

✓G2's 2026 AI Agents Report: 57% of buyers want usage-based pricing, only 9% think seat pricing is fair, and 74% will shop alternatives at renewal.
✓Bending Spoons reported $2.8B revenue with 126% growth and bought Airtable + Miro totaling $1.08B ARR in 37 days.
✓Meta shipped Muse Wonder, Jev raised $870M 24 days after launch, and Anthropic cut Haiku pricing by 90%.

Author Takes

Bearish

B2B software under $1B ARR

The B2B apocalypse never ended for anyone under $1B in ARR.

Contrarian Angle

Buying $1.08B of ARR in 37 Days Instead of Building

Bending Spoons acquired Airtable at 2.7x ARR and Miro at 2.3x ARR, paying $2.64B for $1.08B of ARR. Its own stock trades at 8-10x revenue, so acquired revenue is worth ~4x more under its ownership.

Creates value via buy-and-optimize instead of zero-to-one organic growth, buying B2B companies at 2.3-2.7x ARR.

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