The SaaS Price Hub Weekly Newsletter

Latest issues

• Issue #17 — Salesforce built its own AI. That's a pricing signal.

  September 21, 2026

  Salesforce revealed Koa at Dreamforce — its first proprietary CRM model, built to hedge Anthropic and OpenAI's API pricing power. Plus 15 SaaS vendors mid-repricing into Retreat vs Barbell playbooks, and six acquisitions in six months across AI-native SaaS...

• Issue #16 — Miro at $1.36B, Oracle’s $7.5B U-turn, and an Anthropic PR op

  September 13, 2026

  Miro sold to Bending Spoons at a 92% discount to its 2021 valuation. Oracle committed up to $95B in AI capex as Ellison reversed a $7.5B sale plan, while Anthropic’s viral resignation raised questions about regulatory capture and frontier-model pricing.

• Issue #15 — GitHub cuts Copilot credits, Anthropic cancels its 50% API hike

  September 5, 2026

  Same seat price, ~40% less included AI on GitHub Copilot from Sept 1. Anthropic scrapped its planned Claude Sonnet 5 API increase and made the $2/$10 introductory rates permanent. Kommo hiked list prices 40-67% on Sept 1 — the exception that proves the rule as the market moves pricing from seats to bundled AI credits.