AI is shifting SaaS business models from per-seat pricing toward outcome-based or human-labour-equivalent pricing.

Token-based pricing is breaking down for reasoning models and agents; the industry is moving toward effective compute consumption as the pricing unit.

“Now that you have reasoning models, it's hard to reason about token consumption. And then same with agents because a lot of things change. So what we're actually moving towards is effective compute consumption, right?”

Simile AI saves clients 85% compared to their existing human-based research spend.

“We go into these boardrooms with people that you're quoting millions of dollars of contracts for like you have to say well here's what you spend on humans and here's what we save you and it's 85%.”

Microsoft's shift to usage-based AI pricing will cause enterprise customers to scrutinize their monthly bills and reconsider whether each Microsoft product is worth the cost, threatening the bundled enterprise model.

“If you're every month you're looking at your Microsoft bill and how much do I use? You start thinking about what am I paying for? Like how good is each of these products? Should I actually just start thinking about and spraying this out?”

Year-on-year usage growth of Stripe Billing is significantly higher than usage of Stripe overall, because it disproportionately captures newly created software companies.

“The year-on-year increase in usage of Stripe billing, it's actually a lot higher than usage of Stripe overall because it disproportionately skews towards people creating software companies.”

Netic has generated over $600 million in revenue for its customers through AI-handled interactions.

“We have made so far, I think over $600 million for our customers that have been really generated from AI handled interactions.”

Clay charges for usage instead of per seat in order to incentivize productivity.

“We're going to charge for usage instead of per seat because we're trying to get more productivity.”