Gianluca Caccamo

Expert in #Payments #Saas #Partnerships #Marketing Ex #Google, #Pinterest & #Wix.

[Gianluca Caccamo @gianlucaccamo]

Mistral AI, SAP, TotalEnergies: 9 Deals not to be missed https://t.co/R6r9yDTR3f via @YouTube

[Gianluca Caccamo @gianlucaccamo]

SaaS apocalypse - Why AI Is Killing Flat Rate Software
https://t.co/80TKAp998G via @YouTube

[Gianluca Caccamo @gianlucaccamo]

How you factor AI into SAAS pricing matters more than whether you charge for it.

Full market research, fully sourced 👇

https://t.co/C4zkzRvOXe

[Gianluca Caccamo @gianlucaccamo]

Everyone prices AI off the GPU's sticker price.
The real unit is the rented GPU-hour — and it has a 3–4x spread for the identical chip. Here's what that changes:

[Gianluca Caccamo @gianlucaccamo]

This is why per-seat SaaS pricing is fracturing. Support/CX is moving from $50/month seats to ~$1 per verified resolution as automation actually starts doing the work.

[Gianluca Caccamo @gianlucaccamo]

Mega alliances are forming around AI infra, mobility and global payments — and this week’s 7 deals show exactly how.

No intra‑EU deals at all.
https://t.co/cN2btM0KMK

[Gianluca Caccamo @gianlucaccamo]

https://t.co/4JnRNDaGcy

[Gianluca Caccamo @gianlucaccamo]

6 deals this week. 3 continents. 1 real question:

Who owns the chips, the AI, and the infrastructure everyone depends on?

Thread 🧵👇

[Gianluca Caccamo @gianlucaccamo]

That's the week: chips out of Switzerland, AI out of France, sensors out of Japan, banking infra out of Italy.

Different regions, same fight — over who controls the stack.

Full analysis + who's impacted + who moves next 👇 (link below)

[Gianluca Caccamo @gianlucaccamo]

8 EU partnerships. One week. One theme.

🏗 ÆTHER — Europe's first AI Gigafactory bid
🤖 Humanoid × Schaeffler — largest robot deployment ever
✈️ Leonardo × Baykar — EU-made drones
🔋 Altris × Draslovka — first Na-ion cathode supply chain

4+ at the link.

https://t.co/Qzbg1E5JHJ

[Gianluca Caccamo @gianlucaccamo]

I just published The Impact of AI Search on E-Commerce https://t.co/lw0sEdEP8i

[Gianluca Caccamo @gianlucaccamo]

6 tech partnerships this week.

Not summaries. Actual deal breakdowns — what each side gets, why it matters.

https://t.co/4rHJ2L2bCz

#TechPartnerships #EUTech #AIStrategy