seat-based subscriptions
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 18, 2025 by Scott Wu · across every show →
Everything said about seat-based subscriptions, oldest first
Jul 18, 2025 bearish
Scott Wu: AI output-based value breaks traditional seat-based SaaS monetization
“AI is changing the value prop of software. You know, it's kind of doing two things at once. One, it's like the software is not doing work on your behalf. And so the core value of the software is not who in my org has access to the data. It's like, what can thi…”