JS @YA_BOY_JUST_IN - Twitter Profile

@SamMonsonNFL this guy wanted to be so relevant that he threw away a MVP vote so people would look at him and his name would mean something. fucking joke of a human, should have his vote taken away and given to someone who doesn’t ignore data, logic, knowledge and overall ignorance.

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YA_BOY_JUST_IN retweeted

TechStockFundamentals

@TechFundies

7 months ago

A post within a post on the value-add of AI and pricing power of SaaS AI. AlphaSense has a variety of investor tools including a network of experts that field investor calls. These calls are then transcribed and available to all subscribers. 1) The company is now conducting AI-led interviews which are at least 80% good as human-led interviews. This has led to an accelerating increase in content that is both valuable and impossible to individually consume in aggregate. (Exhibit 2 - Notice this transcript is "AI Interviewer" - do the questions seem stupid or pretty good to you?) 2) They now send me a morning email that uses AI to summarize all new calls on companies in my universe. The summaries are probably at least 70% as good as my reading them myself. I can click through to the source interview if I want more detail / context. (Exhibit 1) So let's say 5x content volume X 80% AI-interviewer-led value X 70% AI-summarized value = 2.8x more value to me. I also can still find the really valuable interviews and read them myself. On my last renewal, they showed me this and additional functionality, and we landed on a 50% price increase so I could consume all of it. I choked on the price increase for a bit but then just bit the bullet. I can't really quantify the ROI but I know the value is just obviously there and I have to have it. So while everyone is focused on the negatives of SaaS, I'm just pointing this story out as an example of AI providing new functionality / productivity enhancements that never existed, my indigestion on price increase, and ultimate purchase increase which also just took up my entire research budget. SaaS rolled out AI "features" quickly, but "product" takes longer to cook. My sense is we are getting there, the price increase apprehension also will be ok, and perhaps growth improvements (even if that means sustaining instead of decelerating) may be on the horizon. So maybe everyone is dumbing down AI customer support to seat replacement when the reality might be every company sees 24/7 tier-1 AI customer support that is infinitely patient is a must-have, provides increased value to customers, and the overall invoice going up by 30-40% even w/ some seat loss is totally fine. See pics below for AlphaSense stuff - what investor doesn't want this? Also seems like $CRM checks are positive. [Also, AlphaSense, you should cut my subscription price to 0 for this unsolicited marketing:)]