AI broke the economics of software. Vayu wants to be the first to tell a CFO which customers are losing them money

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Here is a problem the software industry did not have three years ago.

A customer signs a contract for an AI product. They use it heavily, which is what every vendor wants. Every one of those uses costs the vendor money: tokens, compute, third-party model calls. The invoice goes out at the agreed price. The cost of delivering what was invoiced is somewhere in a cloud bill nobody has matched to that customer. And at quarter-end, finance discovers that the best customer on the revenue chart was a loss on the margin one.

“AI broke the old math of software,” says Erez Agmon, CEO and co-founder of Vayu. “A SaaS seat used to cost almost nothing to serve. Today a single heavy customer can wipe out the margin on an entire contract, and most finance teams find out a quarter later.”

Vayu, an AI revenue management platform used by...

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