#Saas
2 notas · última:
Software Is Dead — Long Live Software
A recent software sell-off is treated as evidence that SaaS is dying, but the piece argues that this reading is too broad. It says that AI is still software, the cloud and automation expand markets, and the defense comes from workflow, data, and trust.
The AI pricing and monetization playbook
Bessemer's playbook on AI pricing: unlike SaaS, every AI query has a real compute cost, so the charge metric (tokens, workflows, or outcomes) becomes a strategic bet on what the product is worth.