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Commerce in India is about to sound very different 🎙️ We’ve partnered with Sarvam AI to power a new era of voice-first, conversational commerce for India's multi-lingual diaspora. From discovery to checkout, AI agents can now understand intent in Indian languages and complete transactions seamlessly. And it’s already coming...

78,708 views • 6 months ago •via X (Twitter)

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The AI business model is undergoing a transformation. For the last few years, the playbook was simple: put an AI wrapper on a SaaS product and sell it by the seat. That era is ending. The new wave of AI companies are moving beyond simple subscriptions and embracing a more sophisticated approach tied directly to value creation. Here’s what’s changing: 💰 From Seats to Spend: The most forward-thinking companies are shifting to usage-based and outcome-driven pricing. Think less about how many people use the AI and more about what the AI does. This includes new revenue streams like "agentic checkout" on ChatGPT, where AI agents complete purchases and transactions directly within a chat interface. The closer the AI is to the dollar, the more value it captures. 🎙️ From Text to Voice & Video: The interface for AI is becoming more human. Voice is mainstream (Sierra for support, Listen Labs for market research). The next frontier is video, where AI will see, understand, and interact with the world in real-time. The keyboard is no longer the only way to talk to a machine. 🤖 From Advisors to Actors: Early AI copilots gave advice. The next generation takes action. These agents aren't just suggesting what to do; they are executing complex workflows that directly impact the metrics that matter: boosting conversion, reducing average handle time (AHT), improving NPS, and cutting churn. This is about moving from passive assistance to active problem-solving. The common thread? A relentless focus on tangible ROI. We’re incredibly bullish on founders who understand this shift and are building companies that align their success with the success of their customers. The future of AI isn't just about intelligence; it's about impact.

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