Market Opportunity
Selling AI usage credits: Stripe-safe architecture for metered billing targets a $9.6B = 1.2M software companies x $8K/year average spend on metered AI credits & billing tooling total addressable market with medium saturation and a year-over-year growth rate of 35% = growth in AI-enabled SaaS adoption and metered-revenue models annually.
Key trends driving demand: Tokenized consumption pricing -- LLMs and vector search force per-token/compute billing, creating demand for accurate metering.; Serverless + event-driven hooks -- built-in webhooks and serverless platforms make reliable usage pipelines cheap and fast to deploy.; FinOps for ML -- growing focus on tracking and optimizing ML costs at product level drives demand for credit/wrapping systems.; Shift to usage-based monetization -- SaaS vendors favor consumption models, increasing need for flexible crediting, throttles, and refunds..
Key competitors include Stripe Billing, Chargebee, Paddle, Kill Bill (open-source) / DIY stacks.