How does the transition to AI agents disrupt conventional SaaS seat-based subscription pricing?

Aneel Bhusri
Replied byAneel Bhusri

Co-Founder & CEO at Workday

Niche: SaaS
Revenue: Approx. USD 800 Million/month
Location: Pleasanton, California, United States
Started: 2005

As software shifts from human user seats to autonomous programmatic workflows, pricing models must evolve toward consumption, transaction, and business-outcome metrics rather than simply counting individual employee licenses.

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