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Dan Bilkowski

Founder & Chief Pricing Officer, Product Tranquility · 1 appearance on the record.

computed by AI from the episodes · how this works → · full disclaimer →

founderexecutivehostanalyst@Dan_Balcauski ↗LinkedIn ↗producttranquility.com ↗

Dan Balcauski advises high-volume B2B SaaS executives on pricing, packaging, monetization, and value-based strategies through his consultancy, Product Tranquility. He previously served as Head of Product at LawnStarter and Principal Product Strategist at SolarWinds, and hosts the podcast SaaS Scaling Secrets.

8statements → 1claims → 1claims resolved → 3.88/5average certainty → 2.38/5average debate potential → ≈4.0/5argument clarity, estimated →

1 supported 0 partly supported 0 contradicted how the 1 claim stands · each chip opens the sources

1 prediction · 2 opinions · 5 insights · every statement was checked. The prediction and assertions are the 1 claim: statements the public record can support or contradict. 1 is resolved. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Dan argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Prediction Held up
Bilkowski: AI tools will adopt baseline platform fees with token overages
“Something like, say, a cursor or a lovable is a, you know, intermediary between you and these models. Likely what will happen is some sort of baseline platform fee, and then what looks like a added, added value cost per token on top of that that's fluctuating.”
Dan Bilkowski Oct 21, 2025 ▶ 22:37 Value Lives in the Mind of the Customer, Not in Your Product

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Dan Bilkowski on measured tape to publish a rate. This says nothing about how they speak.

Everything Dan Bilkowski said on We Live to Build that made the record, most notable first. Filter by type, assessment or year in the ledger →

Insight
Bilkowski: SaaS companies should never charge customers per token
“So now I'm also going to chart besides per seat, you know, charging you dollars per seat, but now I'm also going to charge you per token. This is a no, no. I call this showing your customers your underpants. You don't want to show your customers your underpant…”
Dan Bilkowski Oct 21, 2025 ▶ 28:55 Value Lives in the Mind of the Customer, Not in Your Product
Insight
Bilkowski: Premium AI plans are a no-brainer by replacing junior software developers
“And that can be, you know, if you're, you know, if your business is relying on it may be a no brainer because you're like, Hey, we're, I'm using this to write code, that code I'm able to sell for, you know, 10, 20 X, whatever I'm paying, you know, open AI. And…”
Dan Bilkowski Oct 21, 2025 ▶ 14:45 Value Lives in the Mind of the Customer, Not in Your Product
Opinion
Bilkowski: Google can lose money on AI indefinitely to pressure rivals
“They could lose money on their AI, like basically indefinitely. They could run the clock out on everyone else if they really wanted to, you know, keep pricing pressure on the market and run those other companies out of business because they can fund that type …”
Dan Bilkowski Oct 21, 2025 ▶ 18:51 Value Lives in the Mind of the Customer, Not in Your Product
Opinion
Bilkowski: Microsoft Copilot's value fell short of its pricing promise
“Turns out that the capabilities weren't quite there. And so I think that the, you know, the promise of the value was greater than what the realization was.”
Dan Bilkowski Oct 21, 2025 ▶ 27:16 Value Lives in the Mind of the Customer, Not in Your Product
Insight
Bilkowski: AI features introduce significant variable costs to traditional SaaS economics
“For the longest time, the incremental cost of serving an additional customer has been net negligible, effectively zero for AWS storage network and compute. And so now companies, as they're building in AI enabled capabilities into their platforms are seeing sig…”
Dan Bilkowski Oct 21, 2025 ▶ 0:51 Value Lives in the Mind of the Customer, Not in Your Product
Insight
Bilkowski: SaaS companies fail to charge premium prices due to baseline anchoring
“Those companies are often anchored to what they have in market today, and very rarely are they willing to even consider, oh, maybe someone would be out there who would pay a hundred bucks per seat, but that's very much what can happen when you start to look at…”
Dan Bilkowski Oct 21, 2025 ▶ 12:49 Value Lives in the Mind of the Customer, Not in Your Product
Prediction Held up
Bilkowski: AI tools will adopt baseline platform fees with token overages
“Something like, say, a cursor or a lovable is a, you know, intermediary between you and these models. Likely what will happen is some sort of baseline platform fee, and then what looks like a added, added value cost per token on top of that that's fluctuating.”
Dan Bilkowski Oct 21, 2025 ▶ 22:37 Value Lives in the Mind of the Customer, Not in Your Product
Insight
Bilkowski: Probabilistic AI Models Prevent Deterministic Unit Costing in Software
“These systems have this other effect where they're probabilistic, not deterministic... And so you can't just say, oh, deterministically, this is how much it's going to cost us. And so the companies are in this area of exploration right now, where that's causin…”
Dan Bilkowski Oct 21, 2025 ▶ 6:04 Value Lives in the Mind of the Customer, Not in Your Product

Appearances (1)

EpisodeDateSpeaking time
Value Lives in the Mind of the Customer, Not in Your Product Oct 21, 2025 24m
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