In episode #331, Ben breaks down the true financial and economic differences between a SaaS company and an AI company. Inspired by a tweet claiming that “SaaS metrics are broken” and that AI companies generate more absolute profit per customer, Ben puts the theory to the test using real financial modeling.

This episode walks through detailed revenue, gross margin, EBITDA, pricing power, TAM dynamics, and unit economics scenarios to determine whether AI companies actually outperform SaaS businesses.

What This Episode Covers

Why This Matters

Ben emphasizes that the P&L, revenue streams, cost structure, and core KPI’s still apply. What changes are the inputs—gross margin profile, pricing power, TAM, ACV, and scalability assumptions.

Resources Mentioned