Are we at the start of the next wave of AI’s productivity promise?| nextbigteng.substack.com
So much has happened in the past 6 months since I first wrote about the open vs closed model race. In this follow-up, I cover how recent developments continue to fan the flames in this heated battle.| nextbigteng.substack.com
AI leads a service-as-software paradigm shift, and the push towards services represents a $4.6 trillion opportunity.| Foundation Capital
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Is Seat Based Pricing Dead? If AI delivers on its promise, it may spell the end of the SaaS business model as we know it. Historically, cloud software businesses charged a recurring fee based on the number of users of their software - the SaaS model. Then infrastructure / dev tools software companies took a different approach - more of a consumption based pricing model (I’m g...| cloudedjudgement.substack.com
The Semi layer makes ~90% of all Gen AI profits today! Where does future value accrue and how do we get there?| apoorv03.com
For the past 25 years, application software startups have had a singular focus: increasing company and employee (including developer) productivity.| www.sarahtavel.com
Usage-based pricing has grown in popularity across the software stack. Consumption models are poised to capture outsized gains during expansionary periods, but what happens when the tide turns?| nextbigteng.substack.com