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Issue · May 9, 2026

An AI customer-service-agent company just became the most valuable B2B SaaS ever built in this AI cycle.

Sierra hits $15B. Anthropic ships Claude Opus 4.7. Palantir prints +85% YoY. The EU walks back the AI Act. Gartner publicly says AI layoffs aren't generating returns. Five things, five marketing disciplines — every function has a 2026 plan to revise this quarter.

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