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Markets2026-07-11 · source-backed
SaaStr spotlighted Ulrik Lehrskov-Schmidt's Willingness to Pay consultancy (Microsoft, SAP, Samsung, Intel, Bosch as clients). The thesis is sharp: if one person plus a few agents does the work of five, per-seat pricing charges customers for the headcount you just helped them eliminate. You're pricing against your own value. WTP became PricingSaaS's exclusive partner and absorbed its 500+ person community. The credits-vs-usage-vs-outcome decision is the pricing question of 2026, and I don't have a clean answer for my own products yet.
Each link below shares sources, entities, or timing with this story.
This is the most complete production-agent build sheet I've seen anyone publish, and almost every number in it argues against how the rest of us are building agents. Replit disclosed the internals of two production agents at SaaStr AI 2026: 10K, an autonomous VP of Marketing,...
In its Q3 FY2026 earnings ($82.9B revenue, +18%), Microsoft disclosed something more important than the revenue number: a structural shift in how software gets sold. The company's AI business crossed $37B annual run rate, up 123% year-over-year. But the real signal is the pric...
SaaStr's July 21 post argues against the "give agents a Postgres database and let them rip" position with four failure modes: 20+ agents each reinvent business rules without shared logic, downstream billing/BI/marketing need a canonical record, humans still need pipelines and...
Jason Lemkin put two Canva facts next to each other on this week's 20VC x SaaStr, and the second one is worse than the first. Fact one: Melanie Perkins disclosed mid-year that Canva will finish 2026 growing about 20% instead of the 30% it entered the year at, on roughly $3B GA...
SaaStr analysis shows Claude Code alone hit $2.5B ARR by February 2026. Token-based pricing has no per-seat ceiling. 80% of revenue is enterprise. 1,000+ customers spending $1M+ annually.
Hudson Rock got hold of the archive and counted it. 433,909 files. 118,829 CI runner dumps traced to 2,488 corporate domains. AWS keys, Salesforce client secrets, Slack signing secrets, Azure environment variables, and AI provider API keys belonging to NVIDIA, Volkswagen, Micr...
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