Flagship Report · First Edition
34 software vendors audited against their own developer documentation for real agent access, mapped to the nine layers of the Agentic Commercial Model. 53% ship an MCP server. The two layers that decide price and pay have zero.
Read the Report →The Books
Two books, available on Amazon in ebook, paperback, and hardcover.
About the Book
Why Agentic AI Breaks the Business of Software, and the Model That Wins
Every major business is racing to deploy AI. Almost none of them have asked what happens to their commercial model when it works. The pricing models, compensation plans, and revenue metrics that built SaaS were designed for a world where humans were the buyers, the users, and the expanders. AI agents are replacing all three.
Dead Model Walking makes the case that most commercial leaders are not transforming their model: they are relabelling it. Salesforce changed Agentforce pricing three times in eighteen months. Zendesk charges per resolution on top of per seat fees, not instead of them. First mover advantage in the agentic era is now close to permanent.
Book Two
How Agentic AI Builds Around Business Leaders Who Won't Adapt
The sequel to Dead Model Walking. Where the first book killed the commercial model, this one is about the people still defending it. It reimagines Charles Handy's Gods of Management as Greek archetypes (Cronus, Zeus, Sisyphus, Narcissus, and Midas) none of whom survive the agentic era.
The central argument: leaders who will not adapt are not fired. They are built around. Still in the building, still on the org chart, no longer load bearing. Grounded in named, real world cases, from Intel to Salesforce to Broadcom's acquisition of VMware.
The Series
Eleven pieces published across Medium, Substack and LinkedIn. Each stands alone; together they form the complete framework.
Issue 01
The opening argument. Why the gap between AI deployment and commercial architecture is the defining business problem of the agentic era.
Issue 02
Why seat based pricing breaks the moment AI agents become the buyer, the user, and the decision maker simultaneously.
Issue 03
Sales incentive structures were designed for a world where humans expanded licences. That world is ending.
Issue 04
Net Revenue Retention tells you where you were. By the time it signals a problem, the shift underneath it is irreversible.
Issue 05
The go to market motion built for human buyers is collapsing under the weight of agentic AI.
Special Edition
Every customer you onboard today is training your model on exactly how they work. That calibration doesn't transfer.
The Half Pivot
The post mortem always blames execution. It is almost never execution. There was no commercial model to execute.
The One Way Door
When AI agents become the workload, the buyer, and the decision maker, the model that survives looks nothing like today's.
Contrarian Take
The freed capacity has a value, and it is not the salary you just saved.
Special Edition
Saudi Arabia, the UAE and Qatar have bought the compute, the chips and the sovereign champions. They are now repeating, at speed and at scale, the exact
Special Edition
Four men who have never once slowed down spent the weekend agreeing that someone should slow down. Meanwhile the thing they sold us in 2023 still has not
The Ebooks
Three short, focused ebooks. Each takes a single argument further than the articles do, with diagnostics, contrast models, and action plans. PDF and ePub, readable on any device.
Ebook 01
Why agentic failures get blamed on execution when the model was never built
The post mortem always blames execution. It almost never is. Includes a five question binary diagnostic and a five step 30 day plan.
Get the Ebook →Ebook 02
Why first mover advantage in agentic SaaS is now permanent
Switching costs used to be logistical. Now they are epistemological. Three named case studies and six architectural decisions.
Get the Ebook →Ebook 03
Monetisation, GTM, enablement, comp, and the metrics that actually matter
The working document for CCOs and CROs running a transformation, ending with a 90 day implementation sequence.
Get the Ebook →The Playbooks
Where the ebooks make the argument, the playbooks are the working documents: templates, prep kits, and step by step guides for a specific transformation project, built to use in the room, not just read.
See the Playbooks →The Newsletter
Every episode from Season 1 and Season 2, free to read in full. Your AI is ready. Your commercial model isn’t.
Season 1 · 6 episodes
Why usage pricing alone does not fix agentic AI monetization, and why comp plans, NRR and the go to market motion all break.
Read Season 1 →Season 2 · 8 episodes + 2 specials
From diagnosis to design: the operating model, org design, the instrument, winning the machine, pricing by design and paying for the motion.
Read Season 2 →Stay Current
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