AI’s pricing reset: when more productivity means less profit

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Can AI make a business more productive — and less profitable? In episode three of The Business Stack of the Future on the Australian Investors Podcast, Owen Rask explores the pricing reset behind AI and the unit economics investors need to understand. If a tool helps four people do the work of ten, charging per user could mean less revenue even while customers get more value. Owen explains the difference between paying for a seat, usage, credits and an outcome, and why a resolved customer inquiry is not the same as a chatbot attempt. Using a simple example, he shows how computing costs can eat into the economics of each successful AI result. From Intercom’s customer-support model to…