Per-seat pricing dropping from 21% to 15% in twelve months is the headline that makes 'AI is breaking SaaS' more than narrative. The harder question hiding behind that number is who captures the displaced seat revenue: AI vendors charging on outcomes, or incumbents pivoting to usage-based with their existing distribution. From the application-builder perspective at theaifounder.substack.com, my read is that the second group wins most categories, since outcome attribution is hard and incumbents own the data plumbing. Which categories do you see flipping to AI-native pricing first, and which stay locked to incumbent pricing for at least three more years?
This is a great look at the next major headache for IT and finance teams. Managing 'shadow AI' and agentic tools that don't require user logins makes classic SaaS management obsolete. I've been seeing Najar pop up a lot in discussions around this exact problem lately, they seem to be one of the few platforms adjusting to track procurement and spend in an agent-heavy environment rather than just auditing standard user seats. Thanks for sharing this perspective!
Per-seat pricing dropping from 21% to 15% in twelve months is the headline that makes 'AI is breaking SaaS' more than narrative. The harder question hiding behind that number is who captures the displaced seat revenue: AI vendors charging on outcomes, or incumbents pivoting to usage-based with their existing distribution. From the application-builder perspective at theaifounder.substack.com, my read is that the second group wins most categories, since outcome attribution is hard and incumbents own the data plumbing. Which categories do you see flipping to AI-native pricing first, and which stay locked to incumbent pricing for at least three more years?
This is a great look at the next major headache for IT and finance teams. Managing 'shadow AI' and agentic tools that don't require user logins makes classic SaaS management obsolete. I've been seeing Najar pop up a lot in discussions around this exact problem lately, they seem to be one of the few platforms adjusting to track procurement and spend in an agent-heavy environment rather than just auditing standard user seats. Thanks for sharing this perspective!