You Are Using TOO MANY GTM Tools
The fastest-growing SaaS companies stopped selling seats. Your GTM stack is probably still paying for them. Here's the fix.
The SaaS companies crushing it right now have one thing in common. And it’s not AI.
Replit, Lovable, Databricks, Supabase,.. all growing fast, and none is dying.
Meanwhile Salesforce cut 4,000 jobs last year.
Workday’s CEO spent three quarters changing his story from “customers renewing at lower headcount” to “we’re not focused on seats anymore.”
Jason Lemkin listed these survivors, but didn’t explain what they share that makes them survive.
I’ll do it here. NONE of them sell seats:
Harvey sells legal work done.
Sierra and Decagon sell resolved tickets.
Replit and Lovable sell working software you describe in plain English.
Databricks, Supabase, Vercel sell infrastructure the AI-native economy runs on.
Every single one is priced around outcomes or usage, instead of humans with logins.
‘Old’ SaaS assumed humans would be the primary operators: Clicking, configuring, updating dashboards.
$50 per seat, more seats = more revenue.
That worked for 15 years. Then AI started compressing headcount at the biggest SaaS company on the planet.
Where This Shows Up in Your GTM Stack
You’re not switching out Harvey or Databricks this week.
But somewhere in your own GTM tools, this same thing is probably already costing you, and there’s usually one clear fix.
Clay works the old way. You buy credits.
Even the newer stuff, like using Clay’s tools from inside Claude instead of opening Clay’s own dashboard, still needs a person there triggering it, one small batch at a time.
Every call burns credits whether it needed to happen right now or not.
Claude Code works the new way. You own it.
You pay for what actually gets done, research finished, lists built, messages written, not for logins or API calls.
That covers a big chunk of what GTM tools charge you for: finding leads, researching them, writing outreach.
It’s not a swap for your CRM, phone system, or support tools.
The teams I work with are cutting their Clay bill by 60%.
They move research to Claude Code, and Claude calls Clay directly when enrichment is the right job for it, instead of running everything through Clay by hand.
If you’re paying per seat or per credit for anything, that clock started ticking about a year ago.
Worth checking before your next renewal.
Jasper
