S2E17: SaaS Revenue Bloodbath Is Coming | Rob Litterst (PricingSaaS)

Join Manny and Rob Litterst, pricing expert and founder of PricingSaaS, as they dive deep into the seismic shift happening in SaaS pricing models. Rob reveals how traditional seat-based pricing is becoming obsolete as AI agents transform software delivery, with companies scrambling to figure out how to price outcomes rather than access. From Intercom's recent fundraise based entirely on their AI agent growth to the emergence of "ergonomic pricing" models that blend licenses with outcomes, this conversation unpacks the most pressing challenge facing every SaaS company today. The discussion ventures into unexpected territory, exploring how companies are using AI to access software through Claude rather than traditional interfaces, the rise of "vibe marketing" in a stagnant marketing landscape, and Rob's provocative prediction of a "revenue bloodbath" in SaaS as teams shrink and AI-native companies capture market share. Rob shares candid insights from his new venture helping companies navigate this transition, including the surprising revelation that even traditional "mom and pop" SaaS companies are now asking about agent pricing - signaling that this transformation is hitting mainstream faster than anyone expected.