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:
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-Buyer-Behavior-Report-AI-Always-Included.pdf
19:36 When AI becomes a commodity, how can a business differentiate itself?
https://techstrong.ai/articles/when-ai-becomes-a-commodity-how-can-a-business-differentiate-itself/
21:49 Monetizely: The Gen AI price war is coming and customers will lose
https://www.getmonetizely.com/blogs/the-genai-price-war-is-coming-and-customers-will-lose
27:03 WSJ: Reddit sues Anthropic, Alleges unauthorized use of site’s data
https://www.wsj.com/tech/ai/reddit-lawsuit-anthropic-ai-3b9624dd?
https://fortune.com/2025/06/11/nvidia-jensen-huang-disagress-anthropic-ceo-dario-amodei-ai-jobs/
https://searchengineland.com/openai-may-pay-reddit-70m-for-licensing-deal-451882
Connect with Jeet: https://www.linkedin.com/in/jeet-mukherjee-58462a1/
Connect with Pete: https://www.linkedin.com/in/petermorelli/
Connect with Richard: https://www.linkedin.com/in/richardfgklein/
Connect with Tracy: https://www.linkedin.com/in/tracyleighdent/
Learn more at www.holdenadvisors.com
