Pricing Pulse
Weekly analysis on SaaS and AI pricing moves.
- August 10, 2026
Bending Spoons buys Airtable, Atlassian AI opt-out clock ticks
Bending 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 → - July 30, 2026
Salesforce buys Intercom, HubSpot dumps flat-fee AI
Salesforce 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 → - July 25, 2026
Typeform's second squeeze and SAP's €1B AI bet
Typeform'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 → - July 19, 2026
How Uber blew its annual AI budget in 4 months — and how to replicate it in 90 seconds
Uber'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 → - July 17, 2026
Slack's 20% hike and the AI oversell
Slack 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 → - July 12, 2026
Pricing power is the asset
Bending 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 → - July 4, 2026
SaaS meters are the new expansion revenue
Figma 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 → - 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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