Alvaro Morales

Co-founder & CEO @useOrb • Previously @asana • Peruano en SF 🇵🇪

[Alvaro Morales @alvaromorales]

Today, we announced that @useOrb has entered into a definitive agreement to join @Adyen.

@kshithappens and I have spent the past five years building Orb alongside some of the fastest growing companies in the world. The clearest thing we've learned: how companies price is changing faster than how they bill. AI has accelerated the shift toward consumption and outcome-based models, and the infrastructure underneath hasn't kept up. That gap is why we founded Orb, and joining Adyen is how we close it at global scale.

Today's announcement doesn't change our commitment to our customers. Orb will continue operating as a stand-alone product, there will be no interruption in service, and our customers can continue to choose to work with their preferred payment processing partner. We're here for the long run, ensuring that our service continues to uphold "billing must be correct" as our customers pursue their most audacious revenue design goals.

So why Adyen? Over the past several years supporting our customers' global growth, we've learned that billing at serious scale is only half the equation. The other half is moving money across markets, currencies, and enterprise requirements. Adyen has already built the foundational financial infrastructure that makes this possible. Joining them lets us build offerings that bring to life the vision of self-driving infrastructure for revenue optimization. We’re incredibly excited for Orb to only get better from here.

To our team: thank you for all the hard work that you do every day for our customers. It has been, and continues to be, the pleasure of my professional life to work with all of you. To our customers: thank you for trusting us to support your growth and letting us partner with you. Thank you to our investors and supporters who’ve been with us on the journey. And thank you to my family for putting up with me talking about so, so many billing edge cases!

[Matt Biilmann @biilmann]

We introduced seat based pricing in 2017.

A logical way of monetizing dev productivity, when combining both workflow and infra.

Today agents have opened up our platform for much broader teams of builders, so after 9 years:

Goodbye to seat based pricing.

[Alvaro Morales @alvaromorales]

how is salesforce data loader not more of a meme? https://t.co/B3DYJR5auI

[Forbes Technology Council @ForbesTechCncl]

From Software To Services: Why Revenue Design Is The Missing Layer In The AI Economy https://t.co/9iXghxH9QS Written by @alvaromorales of @useorb

[Alvaro Morales @alvaromorales]

can't wait to look back on 7-minute wait times and compaction as the dial-up days

[Alvaro Morales @alvaromorales]

this level of recursive self-improvement is 🤯

[Thariq @trq212]

We've added a new command to Claude Code called /insights

When you run it, Claude Code will read your message history from the past month. It'll summarize your projects, how you use Claude Code, and give suggestions on how to improve your workflow.

[Alvaro Morales @alvaromorales]

Attention to Detail

[Alvaro Morales @alvaromorales]

five years ago, @southparkcommons gave us the room to explore and build conviction around @useOrb

trust me: apply

[Aditya Agarwal @adityaag]

They say attention is all you need.

So get more attention @southpkcommons.

Founder Fellowship applications due Feb 1.

[Orb @useOrb]

We’re excited to share that Orb has been named one of @BuiltIn's Best Places to Work for Startups in San Francisco 🎉

This recognition reflects our focus on building a world-class team to solve real, mission-critical problems in revenue infrastructure.

We’re hiring exceptional builders: https://t.co/6mGF1e9ocN

See the full list: https://t.co/FZUeKHik7h

#2026BuiltInBest

[Alvaro Morales @alvaromorales]

@useOrb @NYSE Check it out: https://t.co/4B38YKJHc7

[Alvaro Morales @alvaromorales]

Surreal moment for me this morning, unveiling @useOrb's new brand at @NYSE Live.

We started Orb as a billing infrastructure company. But the more time we spent with customers, the more we realized billing was just the starting point. The harder problem, and the bigger opportunity, is helping companies treat pricing as something they actively design and iterate on, not something they set once and forget.

Grateful to the team and customers who got us here. More to share soon.

[Alvaro Morales @alvaromorales]

@ayeshabose_ @NYSE 🫶 ok but let’s be real, he wanted to watch The Polar Express again

[Alvaro Morales @alvaromorales]

https://t.co/sC1Kdj0BHB

[Alvaro Morales @alvaromorales]

Pricing rebuilt by engineering and reconciled by finance is not strategy. It is a bottleneck.

In 2026, pricing becomes a true competitive edge. AI changed product economics and static models cannot keep up.

[Alvaro Morales @alvaromorales]

Most AI companies think they need usage-based billing. What they actually need is revenue design.

Usage-based billing tracks consumption and sends invoices.

Revenue design is the intentional architecture of how companies earn, capture, and grow revenue. It aligns pricing, packaging, and billing with how customers actually get value from your product.

In practice, revenue design means having the tools to:

- Experiment with usage-based, outcome-based, hybrid, or other pricing models without engineering bottlenecks
- Adapt your monetization strategy as customer usage evolves
- Operationalize complex pricing and billing structures that scale

AI companies that nail revenue design are going to pull ahead of the competition. Their monetization decisions are data-driven. Their customers see ROI and have clear visibility into costs. Their sales teams sell business value instead of arbitrary billable metrics.

Revenue design makes it easier to buy, adopt, and expand AI products. It also ensures that monetization keeps pace with product innovation.

[Orb @useOrb]

Pricing innovation is becoming the backbone of AI strategy, and the companies that embrace it are the ones pulling ahead. @useOrb powers many of the AI leaders driving this shift, including teams like @Replit that are pioneering new ways to align value and cost.

At @WebSummit 2025, our co-founder and CEO @alvaromorales delivered his keynote, "From innovation to income: Unlocking scalable AI revenue," highlighting why the most successful AI-native businesses treat pricing as a core product discipline.

In this clip, Alvaro explains why understanding your unit economics and continuously iterating on pricing is now essential for building sustainable, scalable AI revenue.

To learn how Orb can support your AI pricing strategy, connect with us at https://t.co/rpBVLofCmu

[Alvaro Morales @alvaromorales]

In Vegas for #reInvent25 today! Come say hi

[Kshitij Grover @kshithappens]

the great thing about the @useOrb logo garden is that these companies push us to be better every single day. so many 🐐s

[Alvaro Morales @alvaromorales]

Congrats on the @joinkaizen launch @aquariusacquah & @michael_silver!

[ken @aquariusacquah]

Humans invented software to free ourselves from manual work.

Somehow, we still waste billions of hours clicking across websites.

Today, @joinkaizen launches to fulfill that original promise.

Announcing our $4M raise from @8VC and the public launch of the Kaizen platform.

[Alvaro Morales @alvaromorales]

@aquariusacquah @joinkaizen @8vc LFG 🚀