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AI broke the economics of software. Vayu wants to be the first to tell a CFO which customers are losing them money

For twenty years a SaaS seat cost almost nothing to serve. Now every customer action burns tokens and compute, and most finance teams find out a quarter too late that a big account was a loss. Vayu's new Revenue Intelligence Hub is built to show them in real time.

Tarun Mottlia

Via TNW | Contributed

·Excerpt
AI broke the economics of software. Vayu wants to be the first to tell a CFO which customers are losing them money
Image: Erez Agmon, co-founder and chief executive of Vayu.

Here is a problem the software industry did not have three years ago.

A customer signs a contract for an AI product. They use it heavily, which is what every vendor wants. Every one of those uses costs the vendor money: tokens, compute, third-party model calls. The invoice goes out at the agreed price. The cost of delivering what was invoiced is somewhere in a cloud bill nobody has matched to that customer. And at quarter-end, finance discovers that the…

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