Pricing Pulse
Weekly analysis on SaaS and AI pricing moves.
- June 27, 2026
Figma to $15, VCs skip seats, Bessemer cloud at 6.1x
Figma quietly trims monthly Pro to $15 while seat types do the real work, VCs back AI-native tools that don't sell seats, and Bessemer and a16z frame where SaaS pricing goes next.
Read → - June 18, 2026
Freshsales -27%, Tidio +34%, Anthropic files to IPO
Two CRMs move in opposite directions in the same week, Anthropic files an S-1 that will force AI-native margin disclosure, and Bain puts 61% on the death of per-seat pricing.
Read → - June 11, 2026
Sunsama +25%, OpenAI vs Anthropic, and tokens vs humans
Sunsama raises prices for the first time in five years, OpenAI weighs drastic cuts to undercut Anthropic ahead of dueling IPOs, and CFOs start asking the tokens-or-humans question out loud.
Read → - June 4, 2026
Uber's $1,500 AI cap and the SaaS IPO drought
Uber institutes a $1,500/employee monthly cap on AI coding tools after burning through its annual budget, and no SaaS unicorn has filed to go public in 2026.
Read → - May 31, 2026
Zendesk +25%, Asana's $75M agent bet, and Bain's SaaS map
Zendesk lifts list price 25% as a Bain framework predicted, Asana spends $75M on Stack AI to own the agent layer, and the seat starts to lose its grip.
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