THE $100B QUESTION: HOW SAAS GIANTS ARE REWRITING THE RULES OF VALUE WITH AI IN 2025

Summary from the TLDR Founders newsletter

SaaS pricing ran on predictability for two decades. Seats and flat plans made sense when value scaled with people. AI broke that logic - one agent can do the work of ten, and each query can carry a volatile compute bill. Companies are now rebuilding their models in real time. Hybrid pricing buys time but not clarity. Outcome pricing promises fairness but demands proof. Between the two lies a growing realization that software was predictable only because the people using it were.