Is ARR Dead? SaaS Metrics in the Age of AI with Kyle Poyar of Growth Unhinged

In this episode of the Run the Numbers podcast, CJ interviews Kyle Poyar, a venture capitalist and expert in pricing, packaging, and product-led growth, about SaaS metrics in the age of AI. They discuss trends in AI pricing models, moving from access-based pricing to outcome-based pricing, and the challenges CFOs face with these new models. They explore the concept of "AI agents" and pricing based on units of work completed rather than traditional seat-based pricing. They also discuss the shift from recurring to reoccurring revenue, the importance of gross margin, and the need to rethink ARR as a key metric. Finally, they touch on the emergence of new roles like a "go-to-market generalist" to manage AI implementation and the potential impact of AI on renewal rates.