Crusoe
An energy beachhead became an enterprise compute business.
Deep research 10 sources
GTM pattern · 6 company GTM examples: Consumption pricing.
Across companies.
6 companies: 5 extended cases and 1 source-backed brief. Also classified Product Led 6, Human Led 6, Partner Led 2. [Inference] These companies share a research classification. The details and boundary conditions vary by segment and period.
Often appears with Land and expand (6) Developer adoption (3) Capacity commitments (2) Cloud marketplace (2) Open source (2) Technical proof of value (2)
6 companies classified under Consumption pricing
Lightning AI
Open-source trust opened the door. Cloud operations became the harder test.
Deep research 8 sources
Baseten
The product narrowed. The customer problem became urgent.
Deep research 11 sources
Lambda
The buyer moved from ML engineer to head of compute.
Deep research 7 sources
Fireworks
A simple API lands the developer. Specialized performance earns the account.
Deep research 13 sources
Snowflake
Consumption made expansion a continuing sales responsibility
Source-backed brief 1 source