Coatue + Ramp Data: AI Labs 74% Consumption-Based Pricing vs. Traditional SaaS Still 96% Seat-Based

Coatue·medium signal

New research from Coatue in collaboration with Ramp reveals a stark pricing DNA split: 74% of AI labs use consumption-based pricing, while 96% of traditional SaaS companies remain on seat/platform models — 'largely static over the past 11 months.' The data suggests SaaS incumbents aren't adapting despite two years of AI disruption rhetoric. For builders shipping AI products, consumption-based pricing isn't just a trend — it's becoming table stakes for competing with AI-native companies. SaaS companies that can't move to outcome or usage-based models risk being outmaneuvered on pricing alone.