Alex Rampell of a16z explains how software is evolving from digitizing records to performing labor, shifting the industry's focus from the $300 billion SaaS market to the $13 trillion labor market. This transition, accelerated by AI, is forcing a change in business models from seat-based pricing to outcome-based pricing, creating new opportunities and expanding the total addressable market.
Bret Taylor discusses the AI market's shift to autonomous agents and outcome-based pricing, the future of coding with AI, and strategic advice on GTM, pricing, and where to build in the new AI landscape. He shares career-defining lessons from Google, Facebook, and Salesforce.
Madhavan Ramanujam, a leading expert on monetization, shares a framework for pricing and scaling AI products. He discusses why AI companies can capture 25-50% of the value they create, how to choose the optimal pricing model using a 2x2 of attribution and autonomy, and provides advanced tactics for negotiation and reframing POCs as business case creation.