The Ledger
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Motamedi: Google Trends for AI prosumer apps show rapid drop-off
“Take your favorite, you know, AI prosumer application that's going really fast and just go run the Google trend graph on it. For many of them, you'll see an amazing peak. And then also it really quickly comes down.”
First-gen AI writing apps have seen growth metrics crash
“And by the way, Harry, like again, it's early, but we're seeing some of the first generation AI apps that two years ago, everybody was talking about writing assistance and the rest that had unbelievable growth metrics. You know, now come down quite a bit and r…”
Motamedi predicts SaaS will shift to hybrid seat and work-based pricing
“I think we're going to see hybrid pricing models. Where you're going to layer on to seats the type of work that you're doing for the end user, and you're going to monetize that separately, and that will allow these companies to continue growing inside accounts…”
Motamedi: No new horizontal system of record SaaS company launched in 5-6 years
“Now, why has there not been a new deep horizontal system of record SaaS company built over the last five or six years? I can't think of one.”
Motamedi: Series A valuations range from $80M to $200M post-money
“For series A, based on what we're saying, again, for that kind of cohort of companies, If you have a little bit of product market fit, again, we're seeing pricing between 80 and maybe a 152 hundred post on the high end.”