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What could break SaaS first: shrinking seat-based pricing or zero switching costs?
A post attributes the “cigar butt” label to Sheel Mohnot and says switching costs hit zero when agents handle migrations.
TLDR
The post says seat-based pricing shrinks and switching costs hit zero when agents handle migrations. It attributes the description of some SaaS companies as “cigar butt” businesses to Sheel Mohnot, then asks which pressure breaks SaaS first.
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