AISaaStrabout 1 hour ago
B2B Software Split: Consumption Winners, Seat Losers
10 min read
B2B software recovered $2 trillion in market cap, with IGV up 40% from April lows. CrowdStrike gained 83% while monday.com fell 36%. Consumption-priced vendors like Snowflake and Datadog outperformed seat-priced ones like HubSpot and Figma, as AI budgets favor usage-based billing.
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