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In the next a16z/ChartMogul SaaS/AI… — resolves 2026-12-15
In the next a16z/ChartMogul SaaS/AI… — resolves 2026-12-15
The call
In the next a16z/ChartMogul SaaS/AI benchmark report, the high-price tier (above $250/month) shows NRR below 100% or GRR below 60%.
Sources
BG2 Pod (Brad Gerstner + Bill Gurley)
「I think it increases the chance that we go over th…」
The receipt
Compare the high-tier NRR/GRR in the next a16z/ChartMogul report against the thresholds: either one breaking is a hit and a sign the tier is weakening; neither breaking is a miss; if the report does not break out the above-$250/month tier, the call is unresolvable.
Resolves
Dec 15, 2026
2026-12-15
Outcome
Not due yet — no public outcome to report.
What we learned
Not resolved yet — here is the condition we pre-committed to that would overturn this call (check it yourself, you don't have to wait):
If high-tier NRR and GRR both hold at or better than the 85% NRR and 70% GRR baseline, the view that the premium tiers are delivering continues to hold.
