per-seat pricing
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Dec 21, 2024 by Sarah Guo · across every show →
Everything said about per-seat pricing, oldest first
Dec 21, 2024 bearish
Guo: Seat-based SaaS incumbents face an innovator's dilemma from AI automation
“There's a really strong innovator's dilemma. If you look at the SaaS companies that are dominant, they sell by seat. And if I'm doing the work for you, I don't necessarily want to sell you seats. I might actually decrease the number of seats.”