PMF /evals | Astha from Chargebee

The $6 TAM: AI-Native PMF, Wedges, and Pricing

Ft. Nikunj Kothari, partner @FPV Ventures, Helen Hastings, founder @Quanta, and Chun Jiang, CoS @Miro at Chargebee’s Beelieve SF ‘26.

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Stacking up moats with Cello’s Stefan Bader

Cello's Stefan Bader on solving B2B user referrals, buyer psychology lessons from five pricing iterations, and stacking up moats for the future.

Mar 27 • Astha from Chargebee

Schrödinger’s SaaS 🐈‍⬛ ⁉️

The unhurried take on what's actually changing, sourced from the people closest to it.

Mar 6 • Astha from Chargebee

SMBs — the biggest AI opportunity?

Jérémy Goillot on why SMB software is the biggest AI opportunity, scaling to 20K+ customers without sales/support, and pricing for simplicity.

Jan 29 • Astha from Chargebee

“Becoming the AWS of AI”: Merge’s story of solving integrations, twice

Shensi Ding on restarting Merge in 2025, building a product OpenAI and Mistral AI trust, figuring consumption-based pricing without much data, and more.

Jan 15 • Astha from Chargebee

👀🍿 Ben Evans dropped his deck + ICYMI

Ben Evans' deck and a roundup of pmf /evals'25: adoption of enterprise AI, moats and wedges, pricing challenges and models, pilot design tactics, and…

Dec 18, 2025 • Astha from Chargebee

AI economics through 4 pricing models 🧱🏷️

4 pricing iterations, taking a multi-model approach, designing AI-enabled free trials, and building where foundation models fail — inside Sudowrite's…

Dec 4, 2025 • Astha from Chargebee

Whale markets vs. whale customers 🐳🏄

Why consumer apps can’t copy enterprise pricing, what gaming teaches us about capturing value, and other lessons ft. Monica Villar from LightSwitch.

Nov 13, 2025 • Astha from Chargebee

PMF /evals

An obsessive deep dive into AI-native PMF. Ft. interviews with founders, operators, and investors finding the new truths of PMF. Every other Thursday.

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