Greg Isenberg

Huge companies that were once trading at like 12x revenue are now trading at 4x revenue on billions of dollars of revenue.

And why is it happening?

Well, it's happening because, uh,

there's going to be less seats, one.

And then two, people are scared that, or investors are scared that you can just vibe code these solutions.

So yeah, the evolution went from seats to usage-based, so pay for what you consume, to now you're just seeing a lot more outcome-based stuff.

So pay-per-result delivered.

And why are you seeing that?

Because you're having agents actually do the work.

so yeah Gartner says 40% of enterprise SaaS shifts to outcome based by 2030 so seed base is going to decline from 21% to 15% so you know

Where's the opportunity?

Why is this keeping me up at night?

What are ways to go and create outcome-based pay-per-result businesses right now?

There's so many.

And if you can be the first to market, you have an advantage there because when you're reaching out to people, be it cold or even if you're just posting on your email newsletter or on your social media accounts, it's interesting to people.

So you might be able to sell a lot more.

So this whole seat-based versus outcome-based shift is just fascinating.

The old way of $100 a seat a month, pay whether you use it or not.

You pay 10 seats, you get $1,000 a month.

And the value is unclear.