What's really happening inside SaaS pricing as AI agents take over the work? The common story is that agents will just replace seats — but the reality is more complicated.
In this video, I share the inside scoop on how the agent era is rewriting SaaS economics and what to negotiate before your next renewal:
• Why seat-based pricing is breaking under AI agents
• How Salesforce, Microsoft, and ServiceNow meter agentic work
• What separates a fair agent license from rent-seeking pricing
• Where SAP-style API policies could lock out your agents
For operators and builders, the agentic shift is a real opportunity, but only if you negotiate the meter, the caps, and the access path before usage gets embedded and your leverage disappears.
Chapters:
00:00 Agentforce hits $800M run rate
00:55 Four questions before your next renewal
01:45 Why the seat model is breaking
02:50 Salesforce Flex Credits and work units
03:40 Microsoft Copilot credits and hybrid pricing
04:45 The 8 billion token developer story
05:30 ServiceNow Action Fabric and operational metering
06:30 SAP 2026 API policy and agent lock-out
07:45 Pricing follows platform control
08:40 Fair license versus rent-seeking patterns
10:00 What builders must know about cost structure
11:30 Negotiating agent access before usage embeds
13:00 The commercial unit of software is changing
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