Insights
Arguments, not announcements.
We do not cover funding rounds or feature releases. These pieces take a position on where a market is going and what that should change about your buying decisions.
- Pieces 01
8
- Sections 02
8
The agent pricing reckoning
Per-seat licensing assumed software helps a person work. Agents do the work. Four billing models are now fighting to replace the seat, and three of them will lose.
Read the piece→Why most agent projects fail in month three
The demo works. The pilot works. Then something changes upstream, nobody notices for two weeks, and trust never comes back. A field guide to the failure that kills more agent projects than capability ever has.
2026-07-30
The consolidation nobody predicted
Unbundling was supposed to be the permanent condition of SaaS. Instead, buyers spent two years cutting vendor counts, and the tools that bundled well are winning categories they were not supposed to.
2026-07-18
Customer support after deflection stopped being the metric
Containment rates became contractual, and then immediately stopped being interesting. What replaced them says more about where support tooling is headed than any product roadmap.
2026-07-04
A procurement checklist for AI tools
Twelve questions that separate vendors who have run this in production from vendors who have run it in a demo. Steal them for your next evaluation call.
2026-06-22
Open source is a pricing strategy now
n8n, PostHog, Metabase and Activepieces all compete against better-funded proprietary rivals and keep winning on cost. The licence is not idealism — it is positioning.
2026-06-06
In developer tools, context is the whole product
Suggestion quality converged. What separates coding tools now is how much of your codebase they can hold, what they are allowed to run, and whether a human can review the result.
2026-05-24
What happened to the AI writing category
It was the first category to find product-market fit and the first to be commoditised. The survivors sell governance, not generation — and that was always the only defensible position.
2026-05-02