Chart of the Day — In Collaboration with Ramp

Coatue
Ramp

AI reprices software around consumption. Traditional SaaS still charges for seats.

One number tells the story: 3.8%. That's the share of Traditional SaaS spend that's consumption-based, eleven months into the AI era.

Data collaboration with Ara Kharazian of Ramp and Max Scheiber of Coatue. For more on this C:\Take, watch Ara and Max:

Ramp Spend

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