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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.

Meta opens Muse Spark’s 816B weights — but large model-as-a-service operators need a separate licence

Meta Muse Spark Open is genuinely downloadable, unlike a promised future weight release. But 42B active parameters do not make its 816B weights cheap to host, and the Muse Model License is not Apache or MIT: model-as-a-service operators over $20M in affiliated annual gross revenue need a separate agreement.