AI price wars and the new rules of SaaS differentiation

Описание: In this episode, we unpack the impact of AI on SaaS pricing, differentiation, and value - and a rundown of pricing related pops and flops.

From Notion’s bundling strategy to the GenAI price war and Reddit’s data lawsuit against Anthropic, this episode digs into how commoditization is forcing B2B software leaders to rethink what they’re really selling—and what buyers are still willing to pay for.

Roundtable episode with host Tracy Dent and in-house pricing experts Jeet Mukherjee, Pete Morelli, and Richard Klein.

Key topics:

Notion AI’s move from add-on to bundled feature
Amex vs. Chase value messaging strategies
GenAI price wars and what they mean for innovation
Pricing around compute vs. value delivered
Reddit vs. Anthropic and data monetization implications
What to do when AI features are table stakes


Chapters

00:00 Introductions

01:09 Price pops and flops: Amex, Chase, Cox Internet, and Notion AI

12:29 G2 buyer behavior report and where we are in the AI market lifecycle

https://learn.g2.com/hubfs/G2-2025-Bu...

19:36 When AI becomes a commodity, how can a business differentiate itself?

https://techstrong.ai/articles/when-a...

21:49 Monetizely: The Gen AI price war is coming and customers will lose

https://www.getmonetizely.com/blogs/t...

27:03 WSJ: Reddit sues Anthropic, Alleges unauthorized use of site’s data

https://www.wsj.com/tech/ai/reddit-la...

https://fortune.com/2025/06/11/nvidia...

https://searchengineland.com/openai-m...

Connect with Jeet:   / jeet-mukherjee-58462a1   Connect with Pete:   / petermorelli  
Connect with Richard:   / richardfgklein  
Connect with Tracy:   / tracyleighdent  


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