Pricing Pulse
Weekly analysis on SaaS and AI pricing moves.
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Issue #17 — Salesforce built its own AI. That's a pricing signal.
September 21, 2026 · 6 min readSalesforce 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...
Read the full issue →The 2026 SaaS pricing divide: retreat or barbell?
FrameworkSeptember 20, 2026 · 5 min readWe tracked 15 SaaS pricing changes in one week. They split into two opposite camps.
Read the full framework →Issue #16 — Miro at $1.36B, Oracle’s $7.5B U-turn, and an Anthropic PR op
September 13, 2026 · 6 min readMiro 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.
Read the full issue →Issue #15 — GitHub cuts Copilot credits, Anthropic cancels its 50% API hike
September 5, 2026 · 4 min readSame 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.
Read the full issue →Issue #14 — Salesforce hires Anthropic for $5B, Workday awaits Silver Lake
September 1, 2026 · 5 min readSalesforce announced a $5B Anthropic partnership the same day it reported +20% earnings — the SaaSpocalypse thesis just cracked on the company most exposed to it. Rippling ran 2,100 scored agent attempts and proved the cheap AI model ties the expensive one (7x cost spread). Workday reports Q2 as Silver Lake circles a $43B buyout.
Read the full issue →Issue #13 — Coda becomes Superhuman Docs, LogRocket kills its flat tiers
August 22, 2026 · 6 min readCoda rebrands into Superhuman Docs, shifts to EUR-native pricing per 'Doc Maker,' and raises the entry tier ~25%. LogRocket kills its flat Team/Professional/Enterprise ladder for session-based pricing under Core/Pro/Enterprise, bundling Galileo AI into every tier. Third SaaS restructure in six weeks — the AI-inside-every-tier playbook has arrived.
Read the full issue →The 4 pricing postures every SaaS is taking as AI reshapes budgets
FrameworkAugust 22, 2026 · 6 min readA framework built on 200 tracked vendors and six months of price-change data. Every SaaS in your stack is now a Repricer, Holdout, Cutter, or Beneficiary. Each posture demands a different procurement move — here's how to spot them and what to do.
Read the full framework →Issue #12 — Semrush kills Pro/Guru/Business, bundles AI Search into every tier
August 21, 2026 · 6 min readSemrush retires its 12-year-old Pro/Guru/Business tier structure and rebundles around AI Search. Attio raises Plus and Pro tiers 15-20%. Xero's Oct 1 US increase gives buyers six weeks of notice. Three signals SaaS repricing is entering its AI-bundling phase.
Read the full issue →How to negotiate a SaaS renewal in 2026: the buyer's playbook
FrameworkAugust 20, 2026 · 9 min readVendors expect 10-25% renewal price increases in 2026. Most buyers pay them. Here's the 6-step negotiation framework procurement teams use to hold or reduce SaaS cost at renewal — with vendor-specific tactics, timing rules, and the exact language that works.
Read the full framework →The 5 hidden SaaS costs that break IT budgets in 2026
FrameworkAugust 15, 2026 · 10 min readSticker prices account for 40-60% of your real SaaS bill. The other 40-60% hides in implementation fees, overage charges, per-transaction taxes, enterprise-gated basics, and multi-year lock-in. Here's the breakdown with real vendor examples and how to audit your own stack.
Read the full framework →How to compare SaaS pricing in 2026: the normalized-pricing framework
FrameworkAugust 13, 2026 · 10 min readSticker prices lie. Per-seat, flat-rate, tiered, and usage-based pricing all look comparable on a vendor's homepage but produce wildly different bills at your actual usage. Here's the framework SaaS buyers use to normalize the comparison — with worked examples for project management, payment processing, and AI models.
Read the full framework →Issue #11 — Bending Spoons buys Airtable, Atlassian AI opt-out clock ticks
August 10, 2026 · 4 min readBending Spoons acquires Airtable for $1.285B — a $9B discount from peak. Atlassian starts training AI on Jira data August 17 unless you opt out. OpenAI cuts GPT-5.6 API prices up to 80%. Three signals SaaS pricing power is shifting.
Read the full issue →Issue #10 — Salesforce buys Intercom, HubSpot dumps flat-fee AI
July 30, 2026 · 4 min readSalesforce writes a $3.6B check for Fin (Intercom), HubSpot and Atlassian abandon flat-fee AI pricing, and SaaS multiples finally recover. Three signals pricing power is consolidating at the top of the stack.
Read the full issue →Issue #9 — Typeform's second squeeze and SAP's €1B AI bet
July 25, 2026 · 4 min readTypeform's second price squeeze of 2026 leads a busy week in the tracker, SAP closes a €1 billion-plus AI acquisition 18 months after the target was founded, and the FT sorts out which SaaS pricing power actually survives AI.
Read the full issue →How Uber blew its annual AI budget in 4 months — and how to replicate it in 90 seconds
FrameworkJuly 19, 2026 · 4 min readUber's CTO disclosed that the company exhausted its entire 2026 AI budget by April, with per-engineer costs running $500 to $2,000 per month. We reproduced the same spend in the SaaS Price Hub AI Calculator in under two minutes. Here's the walkthrough.
Read the full framework →Issue #8 — Slack's 20% hike and the AI oversell
July 17, 2026 · 4 min readSlack lifts Business+ 20% while bundling AI in, Perfect Corp's founder buys the SaaS back at 48% over market, and the gap between what AI vendors promise and what they invoice keeps widening.
Read the full issue →Issue #7 — Pricing power is the asset
July 12, 2026 · 5 min readBending Spoons IPO'd at $25.7B on a repricing thesis, Microsoft 365 renewals hit new list prices, Bain quantifies the SaaSpocalypse, and a second Bain piece reframes the token bill as an operating question.
Read the full issue →Issue #6 — SaaS meters are the new expansion revenue
July 4, 2026 · 4 min readFigma cheaper monthly, Mailerlite pricier annually, Notion Workers about to go on a meter — and Bessemer's data explains why every vendor keeps reaching for one.
Read the full issue →Issue #5 — Figma to $15, VCs skip seats, Bessemer cloud at 6.1x
June 27, 2026 · 4 min readFigma 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 the full issue →Issue #4 — Freshsales -27%, Tidio +34%, Anthropic files to IPO
June 18, 2026 · 4 min readTwo 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 the full issue →Issue #3 — Sunsama +25%, OpenAI vs Anthropic, and tokens vs humans
June 11, 2026 · 5 min readSunsama 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 the full issue →Issue #2 — Uber's $1,500 AI cap and the SaaS IPO drought
June 4, 2026 · 3 min readUber 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 the full issue →Issue #1 — Zendesk +25%, Asana's $75M agent bet, and Bain's SaaS map
May 31, 2026 · 4 min readZendesk 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.
Read the full issue →