Notion Rebuilds AI Pricing Around Credits, Not Seats
AI PM Research
Wednesday, November 4, 2026
Notion Rebuilds AI Pricing Around Credits, Not Seats
Notion blew up its own AI pricing model to switch to a credit system with bring-your-own-AI options, Amjad Masad is warning that subsidized AI subscriptions are about to get "rug pulled," and together they're pointing at the same unresolved question: nobody has actually found a sustainable AI pricing model yet, they're all still guessing.
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Notion - Agents, Rebuilt to Do More for Less (New Credit System) Notion rebuilt its AI pricing and infrastructure around a new credit system, replacing whatever flat-rate or seat-based AI access existed before. The announcement, from co-founder Akshay Kothari, bundles three changes together: smarter model routing, long-running agents, and a bring-your-own-AI option, all unified under credits as the new unit of consumption. |
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Amjad Masad - Subsidized AI Subscriptions Are Heading for a "Rug Pull" Replit CEO Amjad Masad posted a warning this week: "If you're enjoying a subsidized AI subscription get ready to get rug pulled." He paired this with a separate post describing the current moment as "the chaotic phase of enterprise adoption of agents and vibe coding," and a third post flagging that AI agents running on employee endpoints are becoming a "systemic security risk" for enterprises and governments, citing companies like Goldman Sachs restricting tools like Claude Code. |
Also today
- Lenny Rachitsky / Ezra Mechaber (Figma PM): How Figma's PMs actually use AI every day — Figma growth PM Ezra Mechaber demos "PM OS," a 31-skill repo used by 60+ PMs internally, plus "AutoXP," an agent that runs growth experiments with a single human checkpoint
- Harrison Chase (LangChain): Tweeted that "models got good enough to drive browsers... browsers are the new terminal," pointing to LangChain's new deep dive on how Deep Agents drive browser tools
- Figma: Shipped "code layers" update where prototype connections now become context for generated code, plus default GitHub repo cloning into Figma for Make and code layers
- Karri Saarinen (Linear): "Our organizations are being DDoSed from the inside" — argues orgs can now generate change faster than leadership can review it, a coordination problem created by AI-accelerated output
- OpenAI: Announced acquisition of Pierre Computer Company to expand Codex's code building, understanding, and review tooling
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