Poyar talks through the reasoning behind the data, listenable on a commute.
Kyle Poyar: The State of AI Pricing (Monetizing AI)
Schematic (Monetizing AI) 2025
Open schematichq.com →AI broke flat per-seat pricing because every request has a real compute cost; most AI-native companies now run hybrid pricing: a base subscription plus usage credits, with outcome-based pricing (like Intercom's $0.99 per resolved ticket) emerging where results are measurable. Anchor your price to the value of the work replaced, not to your token costs, and protect margins with usage caps or credits. Expect to revise pricing often; the leading AI companies changed theirs multiple times a year.
17 resources.
Poyar talks through the reasoning behind the data, listenable on a commute.
Schematic (Monetizing AI) 2025
Open schematichq.com →The strongest case for the model most early-stage AI products should default to.
Revenue Creator 2025
Open revenuecreator.com →The founder behind the famous $0.99-per-resolution model on how it actually scaled.
Scaling Europe 2025
Listen on Spotify open.spotify.com →The most complete framework for choosing between seat, usage, and outcome models.
Bessemer Venture Partners 2025
Open bvp.com →The updated founder edition with 2026 benchmarks, ready to share with your team.
Bessemer Venture Partners Feb 2026
Open bvp.com →Real pricing pages of 40 AI startups decoded; pattern-match instead of guessing.
Kyle Poyar (Growth Unhinged) 2025
Open growthunhinged.com →The trend data: 2 in 5 software companies now run hybrid subscription-plus-credits pricing.
Kyle Poyar (Growth Unhinged) 2025
Open growthunhinged.com →Salesforce at $2 per conversation, Intercom at $0.99 per resolution: the new anchors in one list.
Kyle Poyar 2025
Open substack.com →Proof that nobody's pricing is final: 3.6 changes per company among the top 500.
Kyle Poyar 2025
Open substack.com →An India-built billing startup on the mechanics of metering AI usage cleanly.
Flexprice (India) 2026
Open flexprice.io →Walks each pricing model with named examples and when each fits.
Monetizely 2025
Open getmonetizely.com →Adds the newest category, per-outcome agent billing, with implementation detail.
Monetizely 2026
Open getmonetizely.com →The margin argument for charging on results instead of marking up tokens.
Fraction 2025
Open hirefraction.com →Sierra charges per resolution; Taylor explains the philosophy and the pitfalls.
Cheeky Pint (Stripe) 2025
Open cheekypint.substack.com →A reframe that changes pricing decisions: treat compute as growth investment, not just COGS.
SaaStr 2025
Open saastr.com →What happens to margins if you keep SaaS pricing on AI costs, with the numbers.
SaaS Mag 2026
Open saasmag.com →The single best ongoing feed to follow as AI pricing norms keep shifting.
Kyle Poyar 2026
Open growthunhinged.com →The same ground, over in Build the product, our Starting Up track.