Garrick van Buren
Finding what's forgotten.
Monthly subscribers signal different intent than annual customers. How to think about pricing, conversion, and retention when customers won't commit to a year.
Finding what's forgotten.
The SaaSpocalypse wasn’t caused by AI, but it will be perpetuated by AI. The narrative is: AI arrived. Revenue stalled. Therefore customers are buying fewer seats because they’re implementing AI. $300B in market value evaporates. The narrative has reached the capital markets too. Last quarter, Blue Owl investors requested return of $5.4 billion across two … Continue reading "“Seat”-pocalypse not SaaSpocalypse"