Seats

topic on 3 shows · 3 statements across 3 episodes

BG2 Pod TBPN David Senra

3 statements about Seats, every show

TBPN Assertion Not checkable as stated
Software pricing models shift from per-seat to consumption-based
“We're moving away from even seats. Everything's consumption-based now.”
John Coogan Apr 23, 2026 ▶ 18:15 Thoma Bravo Loses Medallia, OpenAI Drops ChatGPT 5.5, Bob Iger Returns | Diet TBPN
Low-volume automakers face 30% higher component costs from suppliers
“And, ah, if you have fairly low volume in your new manufacturer, all your costs are 30% higher. Because you're not buying very many seats from the seat manufacturer, or very many tires from the tire manufacturer, and so on. So all your costs are much higher.”
James Dyson Dec 7, 2025 ▶ 1:07:34 James Dyson: 5,127 Prototypes
BG2 Insight
Nadella: AI agents will replace seats in enterprise software monetization
“Whereas in the enterprise, one is it's not winner take all. And two, it is going to be a lot more friendly for agentic interaction. So it's not like, for example, the per seat versus consumption. The reality is agents are the new seats.”
Satya Nadella Oct 31, 2025 ▶ 1:03:30 All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod

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