The AI Pricing Revolution
The entire world is clearly going subscription-crazy. Which begs the question: which other consumer products could benefit from Mass SaaS?
Zal Bilimoria • Mass SaaS: Thinking about SaaS on the Consumer Side | Andreessen Horowitz
Unlike the prior wave of AI startups, there are a clear set of infrastructure-centric companies with broad adoption and rapidly growing usage - this includes OpenAI, Stability.AI, Hugging Face, Weights and Biases, and others. While revenue is lagging usage for a subset of companies in this segment, it is ramping quickly in a manner not atypical for... See more
Elad Gil • AI: Startup Vs Incumbent Value
