Customer stories
Margin recovered, loops contained, with the arithmetic shown.
Each story has a baseline, a Day 30 and a Day 90 snapshot, the policy that was configured and the calculation behind every headline number. Customers are named by business descriptor where they asked for confidentiality.
| Customer | Gross margin | LLM spend |
|---|---|---|
| Series A legal AI assistant | 48.3% to 65.9% | $24,600 to $16,800 |
| Enterprise customer support platform | 48.0% to 76.0% | $136,000 to $80,400 |
| Autonomous coding agent platform | 29.6% to 40.4% | $61,500 to $58,900 |
| Series B sales intelligence SaaS | 68.2% to 75.3% | $38,200 to $30,400 |
+15.9 pts
average gross margin change, baseline to Day 90
$73,800
combined monthly LLM spend reduction at Day 90
9 to 0
runaway incidents above $500 per month, baseline to Day 90
All stories
Filter by company type or by the lever that did the work.
4 stories
Series A legal AI assistant · B2B AI SaaS
A Series A legal AI assistant took gross margin from 48% to 66% and stopped a weekend loop at $8.
Circuit breakersQuotasBilling sync- Gross margin
- 48.3% to 65.9%
- Runaway incidents
- 2 to 0
Enterprise customer support platform · Enterprise software
An enterprise support platform moved 12 power users to usage overages and went from 48% to 76% gross margin.
Billing syncModel fallbacksCache tracking- Gross margin
- 48.0% to 76.0%
- Runaway incidents
- 1 to 0
Autonomous coding agent platform · Agentic platform
An autonomous coding agent platform cut runaway loop spend from $4,800 a month to under $600 while trips went up.
Circuit breakersQuotas- Gross margin
- 29.6% to 40.4%
- Runaway incidents
- 4 to 0
Series B sales intelligence SaaS · B2B AI SaaS
A Series B sales intelligence SaaS stopped hitting its provider spend cap by falling back from Sonnet to Haiku at 90% of budget.
Model fallbacksQuotas- Gross margin
- 68.2% to 75.3%
- Runaway incidents
- 2 to 0
How we measure
Three snapshots, the same four numbers.
Revenue, LLM spend, other COGS and runaway incidents. Gross margin is always (revenue - LLM spend - other COGS) / revenue, so you can check every figure yourself.
- Baseline
Before routing any traffic: monthly LLM spend, revenue, gross margin and runaway incidents, from the customer's own books and provider invoices.
- Day 30
Same measures after the first full month on PALM SOUQ, with the configuration in place written down.
- Day 90
Same measures again, once caps, fallbacks and billing changes have reached a full billing cycle.
“Connecting PALM SOUQ to Stripe Billing let us launch usage-based token overages in an afternoon.”
“The easiest ROI calculation we have ever made. It paid for itself many times over in month one.”
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