Podcast · 80 min listen

If Big AI Goes Everywhere, What's Left for B2B SaaS? 25 Years, 4 Startups, 3 Eras of SaaS

Siddhartha Ahluwalia · The Neon Show Free Intermediate India

Kiran Darisi (Atomicwork) and Sreedhar Peddineni (GTMBuddy), both out of the Freshworks lineage, on why per seat pricing stops making sense when the product is doing the work, and what you sell instead. The practitioner view behind the margin numbers.

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The question it answers

  1. My AI features cost real money every time someone uses them. How do I stop gross margin from collapsing?

Read with it

  1. The margin defence most companies are actually reaching for. Poyar's number is the one to remember: roughly 70 to 80 percent of... Growth Unhinged Newsletter · 14 min read Why everyone's switching to AI credits Kyle Poyar
  2. Gives you the current benchmarks to set expectations with your board (roughly 45 to 53 percent depending on how much of the... Jeff Brokaw Article · 12 min read AI Gross Margins: Why the 90% SaaS Benchmark Is Gone Jeff Brokaw
  3. One metric you can start tracking this month: AI product revenue divided by inference cost. It moves before your gross margin... The SaaS CFO Article · 8 min read How to Calculate the Inference Efficiency Ratio Ben Murray
  4. Names the version of this problem that is specific to Indian companies: revenue in rupees, inference billed in dollars, and a... Inc42 Article · 8 min read India's AI Inference Problem Team Inc42
  5. Podcast · 72 min Pricing your AI product: Lessons from 400+ companies and 50 unicorns | Madhavan Ramanujam Madhavan Ramanujam, with Lenny Rachitsky
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