How AI is Reinventing Software Business Models ft. Bret Taylor of Sierra
Sequoia Capital. Bret Taylor walks through the shift from per-seat SaaS to outcomes-based pricing — what to anchor on (resolution, CSAT, NPS), why incumbents struggle to follow, and how vertical specialisation creates pricing power. It directly mirrors the article's pricing and margin sections.
What you should get from this
Evaluate AI product pricing and specialization around measurable outcomes rather than seat counts.
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