What is Sarah Tavel's opinion on per-seat pricing for AI startups?

Sarah Tavel does not express a direct opinion on per-seat pricing for AI startups. However, she emphasizes the importance of new business models that go beyond the traditional per-seat pricing due to the paradigm shift brought about by large language models and other AI innovations. She states that previously, software companies have been built around increasing the productivity of employees and charging on a per-seat basis. This was essentially benchmarked against the cost of an employee and their productivity improvements. However, with the transformative power of AI, there's an opportunity to rethink how value is created and captured. She suggests that instead of selling software, one could sell the work itself, opening up markets that wouldn't have been viable for a software company before and creating blue ocean opportunities 1.

Additionally, Harry Stebbings highlights that AI startups will likely move away from traditional per-seat SaaS models to consumption-based models, which align more closely to the value and output 2. The viewpoint provided suggests that startups using AI might diverge from selling software towards selling work products, which could circumvent the need for per-seat pricing.