AIThe case for pricing software by outcomes rather than seats or tokens
One quoted speaker favors billing for investment ideas or reports rather than tokens. Invest Like the Best also shares an argument that AI agents threaten seat-based tools more than systems of record such as NetSuite.
TLDR
One speaker quoted in a post would rather charge for a good investment idea or a quarterly investor report than price tokens. His argument: a token bill can be hard to match to value, while an investment idea's earnings offer a clearer measure.
In remarks dated January 2026 and shared by Invest Like the Best on September 25, another speaker argues that customers could pay for 20 Zendesk seats instead of 50, with 30 AI agents alongside the software. He calls for outcome-based pricing for such tools, but sees NetSuite as less exposed because its accumulated data gives it more time to build and bundle AI agents. He argues public markets aren't distinguishing between the two types of companies.
