Three SaaS founders in one week say they pivoted from seats to AI-plus-human outcomes
MartinGTobias · x · 2026-11-12
Investor Martin Tobias reports hearing the same line three times this week from ex-SaaS companies: "We pivoted from selling seats to delivering outcomes with AI + humans." A telling signal that seat-based SaaS pricing is eroding as agents shift value toward outcome-based delivery.
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