Replacing per-seat pricing with outcome/ Diagram

Strengths

• Revenue scales naturally and aligns with customer success
• Solves the contradiction in the AI era where headcount expenses are decoupled from output

Weaknesses

• Initial difficulty in generating predictable, stable cash flow like subscription models
• Significant investment required in metering infrastructure and customer education

Opportunities

• AI agents gradually becoming mainstream in the market, with consumption models absorbing the surge in volume
• Enhanced corporate FinOps awareness, accepting models with explicit usage costs

Threats

• Traditional vendors competing for wavering customers using discount coupons
• Future regulations potentially imposing restrictions on the transparency of consumption-based pricing