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2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Oct 3, 2025 by Navin Chaddha · across every show →

Everything said about subscription, oldest first

Oct 3, 2025 positive
Insight
Chaddha: AI companies must shift to consumption or outcome-based pricing
“Now we are moving into an era of consumption based pricing or outcome based pricing. I don't pay you per month. I pay you for what I use. And that's where this era is going, where I don't charge per user per month. I charge for the activity I do for you. I cha…”
Navin Chaddha Oct 3, 2025 ▶ 23:15 Vibe Coding, AI Valuations & the Supercycle | Navin Chaddha, Mayfield · Sourcery with Molly O'Shea
Jun 18, 2026 neutral
Prediction Not checkable as stated
Pereyra: AI Pricing Will Likely Return to Subscription Models From Tokens
“Buying off tokens is insanely complicated. It'll probably at some point go back to something like subscription because it's hard to like forecast these things.”
Gabe Pereyra Jun 18, 2026 ▶ 14:21 Harvey Co-Founder Gabe Pereyra on the Token Pricing Reckoning Coming for AI · Sourcery with Molly O'Shea
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