Startup marketing, billing, pricing, AI monetization by Arnon Shimoni

  • Pricing is a product surface

    Pricing is a product surface

    SaaS freemium fails for AI. With high GPU costs, pricing must be a dynamic product surface. Learn to gate intensity, outcomes, and compute instead of features.

  • Contracted ARR considered harmful

    Contracted ARR considered harmful

    CARR isn’t a better version of ARR. It’s ARR with a suit on. How AI startups are inflating revenue metrics with opt-out contracts and single-month annualization

  • Extend or replace – how to evaluate your billing stack at AI scale

    Extend or replace – how to evaluate your billing stack at AI scale

    I managed billing for 200+ price points and 14 engineers. Here’s the 6-question framework I wish someone gave me to decide whether to extend or replace a billing stack at scale.

  • Notes on AI Led Growth (ALG)

    Notes on AI Led Growth (ALG)

    PLG had a good run, but it’s not enough anymore. AI is changing how software gets discovered, bought, and expanded. Credits are emerging as the core commercial primitive. Not as a pricing model, but as infrastructure. Notes on what ALG means for billing, growth, and the go-to-market playbook.

  • 1,800 pricing changes in 2025, zero billing overhauls

    1,800 pricing changes in 2025, zero billing overhauls

    Your pricing page promises usage-based credits and hybrid plans. Your billing system runs on two duct-taped Stripe subscriptions and a spreadsheet. Everyone changed their pricing in 2025. Almost nobody changed what’s behind it.

  • Building a billing system is still hard, even with AI

    Building a billing system is still hard, even with AI

    8 years building billing systems and I’m still wrong about just how hard it actually is. Not “getting better at it hard”, but like really genuinely discovering new layers of complexity I never saw coming. — Back when we started Paid at the end of 2024, I remember people telling me “billing is not hard,…

  • The “stranded asset” in AI pricing

    The “stranded asset” in AI pricing

    With hybrid “AI pricing”, users face siloed entitlements, creating “stranded assets” where purchased credits remain unused. This misalignment leads to significant churn risks as companies reassess value versus spend amid rising AI costs and limited access to resources.

  • Building a startup marketing engine when you have nothing

    I think lots of founders misunderstand what early-stage marketing is. You don’t start when you get funding, or when you’re ready, or even when you hire your first marketing person – you start when you decide who you want to be in the world but more importantly: who you need to beat. When I cofounded…

  • Operational debt is worse than tech debt

    I’ve touched billing systems inside several companies now, and the same pattern shows up every time: the hard part of migrating off seats isn’t the software, it’s the operational debt baked into the business. This is why billing system migrations take at least 8-10 months. You start (well, engineers start) by thinking a pricing change…

  • The trust collapse: Infinite AI content is awful

    Content is infinite and free now. Trust isn’t. We’re abandoning digital channels entirely because we can’t tell what’s real anymore.