B2BVault's summary of:

The $100B Question: How SaaS Giants Are Rewriting the Rules of Value with AI in 2025

Published by:
The VC Corner
Author:
Ruben Dominguez

Introduction

AI broke the math of SaaS pricing. In 2025, the best companies are ditching seats and flat fees to charge for real value.

What's the problem it solves?

The old SaaS pricing models no longer make sense. AI tools consume huge compute costs and often replace people instead of adding users. That means per-seat or flat pricing punishes success and kills margins. The new question is: how do you charge for software that works like a worker, not a tool?

Quick Summary

For years, SaaS pricing was built around predictability - flat fees or per-seat plans. But with AI tools doing the work of whole teams, those models are falling apart. Companies are watching margins drop below 60% because the cost to run AI tools keeps rising while revenue stays fixed.

To survive, SaaS giants are shifting to flexible, value-based systems. The top approach now is hybrid pricing - a mix of fixed subscription plus usage fees. It gives stability for finance teams while tying costs to actual use. Companies like Monday.com and OpenAI already use it, offering AI credits and usage add-ons.

The next wave is outcome-based pricing (OBP) - charging only when customers get results. Intercom’s Fin, for example, bills per ticket resolved, not per seat. It’s a clean alignment of value and payment, but hard to scale because it requires reliable data and attribution.

Usage-based pricing still works well for clear, measurable products (like APIs or developer tools) but needs strong transparency to avoid bill shock. The new pricing frontier goes even further - “behavioral monetization” that adapts to user actions, not fixed limits.

At the top level, founders are now using pricing strategy as a storytelling tool in fundraising. Investors want to see pricing evolve with product intelligence and market fit.

In short: SaaS pricing is shifting from access to usage to outcomes. The winners are those who treat pricing like a product - always tested, always improving, and tightly tied to customer value.

Key Takeaways

  • Flat-rate and seat-based models are collapsing under AI costs.
  • Hybrid pricing (fixed base + usage) is now the dominant model.
  • Outcome-based pricing is rising fast but needs solid metrics and trust.
  • Usage-based pricing fits infrastructure-heavy or developer tools best.
  • Agentic AI (that replaces humans) fits outcome pricing; assistive AI fits usage-based pricing.
  • Behavioral monetization replaces static tiers with dynamic, data-driven upgrades.
  • Smart pricing design is now part of investor evaluation and company narrative.

What to do

  • Audit your pricing model for how it ties to real value, not just access.
  • Add flexible layers (usage, outcomes, or behavioral triggers) to existing tiers.
  • Identify if your AI is agentic (does the work) or assistive (supports work) and align pricing accordingly.
  • Build transparency tools (dashboards, alerts) to help users trust their bills.
  • Treat pricing like a product: test, measure, and refine regularly.
  • Use pricing evolution as part of your fundraising story to show scalability and margin control.

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