Source: The Next Web
The shift from subscription licensing to consumption-based AI pricing has inverted software's traditional margin structure—heavy usage now correlates with losses rather than wins, creating an immediate CFO crisis that legacy metrics can't solve. Vayu is building one of the first tools to surface which customers are underwater, a play that works because the industry's financial infrastructure hasn't caught up to AI's variable cost realities. Vayu exploits a market gap: vendors signed contracts at scale before discovering their pricing model was broken.