They've invented a brand new category called "AI orchestration platform." You know who else invented a brand new category? Ask Jeeves. Ninety percent of tech companies that have gone public in the past five years were positioned in EXISTING markets — not categories they made up themselves. | Congratulations, you've built a traffic cop for robots, and charged a SaaS subscription for the privilege of watching them work. | You cannot anchor on price AND command enterprise retention. Fewer than 50 cost-optimization tools have EVER crossed a billion-dollar valuation. Fewer than ten are publicly traded above ten billion.

Sources from Lenny's Newsletter and Podcast: Positioning (Newsletter), GTM motions of 30 B2B SaaS companies (Newsletter), What is good retention? (Newsletter), The Subscription Value Loop: A framework for growing consumer subscription businesses (Newsletter)