Resources
Pricing is the most powerful lever
in software.
Revenue and valuation both answer to it. This is where we work the lever in public: definitive guides to the three pricing decisions, teardowns of live vendor pricing moves, and positions grounded in what we observe across client transaction data.
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What Is a Hybrid Pricing Model? The Definitional Treatment
A hybrid pricing model includes the capability in the base subscription and meters consumption against an...
Credit Expiration and Breakage: The Economics Vendors Will Not Publish
Credit breakage is the revenue a vendor keeps from credits customers bought but never consumed. It...
What Your AI Session Cannot Know About Your Pricing
Mid-DIY pricing attempt with AI? The session drafts well. The decision turns on evidence it has...
Pricing Corridor vs. Pricing Surface: Why Three Reference Prices Are Not Enough
A starting price, a target price, and a floor look like discipline. They are approval gates...
The Subsidy Cliff: What Happens to AI Application Pricing When the Model Layer Stops Absorbing Your COGS
Application vendors priced AI features against inference costs the model layer was absorbing. That absorption is...
PE Portfolio Company Pricing: Sequencing the First 100 Days to Exit
A PE operating partner’s first 100 days aren’t a repricing sprint. They set the licensing, packaging,...
How to Price Software: The Architecture Behind the Price
Most teams price software by picking a model and landing on a number. The real work...
Agentforce Pricing: Five Constructs in Twenty Months, and What the Churn Tells You
Five Agentforce pricing constructs in 20 months. What the churn signals about shipping a value metric...
Seat, Token, Credit, Consumption, or Outcome: How to Choose an AI Pricing Model
Five labels, one decision. The framework that determines whether seat, token, credit, consumption, or outcome pricing...
Per-Seat to Usage Pricing Transition: Value Metric
Seats stopped tracking value on automation-heavy products, and the reflex answer is ‘switch to usage.’ The...
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