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:
Latest Takes




