Is your SaaS company stuck in the valuation doghouse while a handful of names trade at a massive premium?

In episode #378, Ben Murray breaks down Meritech's June 2026 public software comps report and the widening valuation gap across SaaS. The median revenue multiple has fallen 64% from its pre-ZIRP peak, and most public software now trades below 5X. If you are a SaaS founder or CFO, the multiple attached to your business depends on a short list of traits the market now rewards. This episode shows you which ones, and why the rules quietly changed.

Tune in to see exactly what separates the premium names from the rest before you benchmark your own SaaS valuation.

Everyone says seat-based pricing is dead, but do you actually have an outcome you can charge for?

In episode #377, Ben Murray breaks down the 12 steps to building an outcome-based pricing plan, drawn from analyzing real, live outcome-based pricing pages and the fine print buried in their terms and conditions. Outcome pricing is complex to design and even harder for customers to understand: when are they charged, and where is the failure point at which they aren't? For SaaS founders and CFOs weighing a move to outcome- or agentic-AI pricing, getting the unit, success criteria, and spend controls right is the difference between a model customers trust and one that creates budget anxiety and billing disputes.

Tune in for the full framework, then grab the deep-dive blog post before you design your next AI pricing plan.

Is your 2027 software budget ready for the AI spend that's about to blow past every forecast you've built?

In episode #376, Ben Murray covers five takeaways for CFOs from the Pricing I/O AI Pricing Report, produced in partnership with Benchmarkit, which surveyed 296 software buyers in Q1 2026. With budget season around the corner and demand for tokens, agentic AI, and tools like ChatGPT and Claude climbing fast, the gap between what buyers want and where AI pricing is heading has never mattered more. If you own a software budget or sell AI software, these findings reshape how you should think about predictability, governance, and the guardrails buyers are actually asking for.

Tune in to get the buyer-side data shaping AI pricing before you lock in your 2027 budget.

Do you actually know which of your AI customers are making you money and which are quietly destroying your gross margin?

In episode #375, Ben Murray breaks down the shape of AI usage and why the distribution curve of your customers determines whether your AI subscription product is profitable. This is why Anthropic and GitHub changed their pricing. Heavy users on a flat subscription can quietly turn a 40% gross margin into a negative one, and most finance teams are not tracking token usage by customer in enough detail to see it coming.

Tune in before your next pricing review and find out where your AI margin is actually leaking.

The pricing model that built the SaaS industry is being replaced in real time. Is your finance team ready for what it does to your core metrics?

In episode #374, Ben Murray breaks down the four SaaS P&L metrics that break when per-seat pricing dies. Public tech leaders are already shifting fast. ServiceNow now drives 50% of net new business from non-seat-based pricing, Workday is reporting hundreds of millions in AI ARR, and GitHub is moving Copilot to usage-based billing. If you are a SaaS CFO or finance leader still modeling on a single blended gross margin, your benchmarks are about to stop working.

Tune in to get ahead of the pricing shift before your next forecast and board deck go out.

Is per-seat pricing dying a slow death, and is your SaaS expense structure ready for its replacement?

In episode #373, Ben Murray breaks down the shift from per-seat subscriptions to usage and outcome-based pricing, and what it means for your finance org. Bloomberg projects subscription pricing falling from 60% to 30% of SaaS models over the next decade, while outcome-based pricing climbs from 10% to 60%. This is no longer a thesis on a slide. GitHub, Salesforce, Zendesk, Intercom, Figma, HubSpot, and others are already repricing, and public companies are reporting AI ARR in the hundreds of millions. If you cannot answer what your AI margins are when the board asks, you are already behind.

Listen now and put the tracking framework in place before the AI margin questions land on your desk.

Are you a legacy SaaS company quietly hoping for a recovery that isn't coming?

In episode #372, Ben Murray breaks down two slides from Jason Lemkin's State of SaaS keynote at SaaStr Annual that every SaaS operator and CFO needs to confront. The four categories Lemkin laid out will tell you exactly where your company sits in the AI transition, and whether your ARR growth is real or borrowed time. If you're building, leading, or financing a SaaS business right now, this is the reality check that should reshape how you frame your strategy for the next board meeting.

Tune in to find out where your company actually sits before the next board meeting forces the question.

If you're shipping AI product lines, are you measuring the two metrics that actually tell you whether your AI is making money — or burning it?

In episode #371, Ben Murray covers two AI unit economics metrics every SaaS CFO and founder should be tracking today: the Inference Expense Ratio and the Work-to-Inference Ratio. Traditional SaaS metrics aren't enough anymore — and a year from now, when your board, investors, and potential acquirers start asking for AI margin and efficiency data, the companies that built the chart-of-accounts structure now will have clean answers. Everyone else will be scrambling.

Tune in to get the AI unit economics framework in place — before your board and investors start asking the questions you can't answer.

Are AI inference costs already eating into your gross margin — and you can't even see them on your P&L?

In episode #370, Ben Murray breaks down exactly what belongs in AI COGS for SaaS companies offering an AI-first or AI-infused product line. Inference bills are stacking up fast, infrastructure-layer spend is the surprise line item nobody priced in, and most finance teams haven't built the GL account structure to capture any of it cleanly. If you don't get the framework in place now, you'll be reporting AI gross margin you can't actually defend by next quarter — and your board will notice.

Tune in to get the AI COGS framework in place before your gross margin lands on a board slide you can't defend.

Did your AI bill just jump overnight — even though no one announced a price increase?

In episode #369, Ben Murray breaks down the hidden AI price hike that's quietly hitting SaaS P&Ls this month. Anthropic shipped a new tokenizer underneath Claude Opus 4.7 — same menu pricing as 4.6, but real enterprise workloads are showing 12-27% higher effective cost, with some prompts consuming up to 35% more tokens for identical output. Most finance teams won't catch this variance until the invoice lands. If you're running AI in production, paying for Claude Code, or modeling AI COGS into next year's plan, this is the cost dynamic you need on your radar before the next board meeting.

Tune in before your next Anthropic invoice lands — and learn what to track now so AI variance doesn't become a board question.