seat-based licensing
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jan 23, 2026 by Sridhar Ramaswamy · across every show →
Everything said about seat-based licensing, oldest first
Jan 23, 2026 bearish
Ramaswamy: Seat-based SaaS models will struggle against cheaper AI competitors
“I think it's more of, if somebody is very heavy in a seat-based licensing model, And someone else shows up that, you know, has a better product and is also cheaper. That's a very dangerous combination. I think those are the companies that are going to struggle…”