MarketsSalesforce Ships 3 Pricing Models in 18 Months Seat-to-Usage Transition PlaybookSaaStr·high signalXBlueskyLinkedInCopy linkThree models: /conversation, /bin/zsh.10/action Flex Credits, /user seat. 2.4B AWUs, 19T tokens. CIOs reject AWU as throughput not trust metric.SourceSource pageSaaStr↳ Follow the threadStack layer / ContrastFounders Are Returning as CEO Specifically to Cannibalize Their Own Seat-Based PricingSaaStrStack layer / Threat patternDeleting an agent's memory record changes leakage not at all, and instruction-based forgetting fails on every probearXiv 2609.04875Stack layer / ContrastA 117-point spread in 2026 software returns sorts almost entirely by billing model, not by AI storySaaStrPolicy dependency / Threat patternCONTINUITY names "security-context discontinuity" as the failure mode where individually correct agent security controls compose into an insecure systemarXivPolicy dependency / Stack layerHierarchical Ransomware Agents Escalate to Dynamic and Memory Analysis Only on Specialist DisagreementarXiv 2609.04820Stack layer / ContrastSpeakeasy launched Kit, an MIT Rust coding-agent runtime that gives the model one compose tool and reports half of Claude Code's input tokensGitHub / SpeakeasyStack layer / ContrastHyperFrames carries 132 open PRs against 41 open issues, a 3:1 inversion of the normal backlog shapeGitHubStack layer / Update threadArtificial Analysis shipped Intelligence Index v4.3 a week after v4.2, swapping two benchmarks and raising the private-test weightingArtificial Analysis (via r/singularity, 159 upvotes)