GitLab's Flex plan signed 130+ customers and $20M+ in six weeks, and cost 400 basis points of gross margin.

SaaStr's breakdown of GitLab's Q2 FY27 results shows the trade directly: one annual commitment covering seats plus GitLab Credits for agent use, and over the same period inference bought from Anthropic, Bedrock and Vertex pushed subscription COGS up 76% and gross margin from 90% to 86%. Microsoft's new Copilot pairs a user subscription with usage-based Copilot Credits at $0.01 per credit for Cowork. Warp starts at $35 per employee per month with usage allocations by tier. Stripe's AI CRO told SaaStr that two in three Forbes AI50 companies use usage-based pricing. Fixed fee for the human, meter for the agent, and the margin hit shows up in the same quarter as the bookings.