Aakash Thumaty on X: "Inference APIs are as dead as seat-based pricing" / X
x.com · 3,056 words · saved by 1 readers
https://t.co/UW2DQskHQ1
This is an extension of a strategy memo I wrote at Salesforce in 2020 about value-aligned business models and the incumbency trap. That essay argued that Shopify's success stemmed not from being a better SaaS product but from a revenue model perfectly aligned to its customers' outcomes, and that Salesforce's ACV-driven model left it structurally vulnerable to exactly this kind of disruptor. I think the same dynamics are applicable in enterprise AI, and the implications are arguably even more consequential. Value Alignment in Enterprise AI In the original essay, the core thesis was that…
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