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Stripe's 200-platform survey finds AI pushing SaaS beyond seats — but vertical businesses favour embedded finance

The interesting signal is segmentation, not 'seat pricing is dead': vertical SaaS operators expect payments and finance to become a larger part of revenue, while horizontal platforms expect usage and hybrid software charges to lead. The survey is vendor-produced and forward-looking.

Google is adding hard spend caps and commitment pricing for AI agent workloads

Google’s new agent FinOps model combines hard monthly spend caps that pause agent API calls, Flexible Savings Plans with one- or three-year commitments, pay-as-you-go Gemini Enterprise usage and planned deferred execution at up to half normal inference cost. The controls are useful, but commitment economics and task eligibility need to be modeled carefully.

Google will extract landing-page images for new Performance Max campaigns by default — even when accounts opt out

Google is changing the default for Performance Max image extraction on December 4, 2026. Existing campaigns keep their settings, but new campaigns will opt in regardless of an account-level opt-out; agencies and SaaS ad tools need a campaign-level override and careful handling of repeated asset settings.