#20 Implications of new AI pricing frameworks. Therapy for Enterprise SaaS GTM issues above 5M in ARR. Ferrari into subscriptions. Klarna bravely getting rid of SaaS vendors. And more...

November 12th, 2024

Insights, real stories and food for thought on SaaS, AI and Customer-Centric go-to-market “healthy” growth in both Tech and Traditional Industries.

Manually curated by Luigi Mallardo.

So much is changing in the world.

There is so much noise.

In the Linkedin world, the noise is becoming pfff… annoying, to say the least.

I’ve been focusing the last few months to meet with a number of European businesses 5 to 15M in ARR that have been experiencing disappointing growth.

Interestingly they work in different niches but they share similar Enterprise SaaS GTM issues.

What are these issues and what has to be changed, in a context where devaluation, write-off or even worst (especially for the Investors) the survival without an exit can become the most likely events?

I’m sharing a recent article about this topic and you’ll also find in this edition a number of other news that caught my attention in the last few months.

My Work:

This is the link to the article “Enterprise SaaS GTM issues when growth is disappointing between 5 and 15 million in ARR. Therapy for a real “typical” story.”

I’m humbly proud that last week Dealflow mentioned it.

News on SaaSing-up companies

Ferrari is looking to add fresh revenue streams with subsciptions. Link.

Reddit stock price is benefiting from lucrative AI content subscriptions with Google and OpenAI.

Link about the deal with Google.

CNN launches a subscription for heavier users. Link.

SaaS

Netflix Will Stop Reporting Subscriber Numbers Starting in 2025

The company wants to reorient investors toward time-spent-viewing metrics where it has more potential upside in the years ahead. In other words, more focus on Customer Success than Sales. Link.

SaaS vs AI pricing framework implications

Will AI agents trigger a shift in SaaS from subscription to outcome-based pricing? Why some AI newcomers may find it hard to deal with unpredictable cash flow. Link.

AI Agents as a Service

Why millions tried ChatGPT but most of them haven’t been back?

Everything takes time. Link.

Klarna plans to shut down SaaS providers and replace them with AI.

That’s very brave… Link.

ChatGPT at 1M+ subscribers and some pricing implications.

Subscription prices could reach as high as $2,000 per month. Link.

Interesting reads

Age of successful Founders

May be I’m biased here but why VCs tend to invest on young entrepreneurs when the evidence shows that success comes from middle aged ones. Read this interesting article from HBR. Link.

Product marketing should move more towards solution marketing.

Write less about the product and more about use-cases being specific about the business outcomes. Link.