For the last decade, our SaaS efficiency conversations lived in several places. The Burn Multiple. The Rule of 40. But neither one tells you how many humans it took to produce a capital efficient organization. Revenue per FTE has been around for a long time. But it regained prominence with the birth of AI. ARR […]
Economies of Scale
The Real Economics of SaaS versus AI Companies
There is a lot of hype and clickbait out there on SaaS math versus AI math. And that SaaS companies are dead, and SaaS metrics are dead. The tweet below got me thinking about SaaS economics versus AI economics. It’s a catchy take on AI versus SaaS. But is it true? “AI companies running at […]