What Investors Really Look For in AI SaaS: Metrics, Narrative and Risk in 2026
AI SaaS, NRR, SaaS

What Investors Really Look For in AI SaaS: Metrics, Narrative and Risk in 2026

by Pedro Guillén | Jan 9, 2026 | AI SaaS, NRR, SaaS

In the first two articles of this series, I looked at SaaS economics from the inside: how ARR, ARPU, churn, CAC, LTV and CAC payback work in...

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The Hidden Economics of AI SaaS: Compute, Tokens and Real Margins in 2026

The Hidden Economics of AI SaaS: Compute, Tokens and Real Margins in 2026

by Pedro Guillén | Dec 18, 2025 | AI & SaaS Economics, AI SaaS, B2B SaaS

In the first article of this series, I focused on the “classic” SaaS model: ARR, ARPU, churn, CAC, LTV and CAC payback. The conclusion was simple: SaaS is still viable in...

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  • What Investors Really Look For in AI SaaS: Metrics, Narrative and Risk in 2026
  • The Hidden Economics of AI SaaS: Compute, Tokens and Real Margins in 2026
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