Newsletter
Your AI is ready. Your commercial model isn’t. The newsletter nobody in your boardroom wants to read: the operating model crisis hiding inside the AI gold rush.
Two Seasons
Season 1 · 6 editions
Season 1 takes the old commercial model apart. Six episodes on why usage pricing alone does not fix agentic AI monetization, why legacy comp plans and NRR mislead, why the go to market motion collapses when the buyer is an algorithm, and why value that cannot be measured will not be paid for.
Read Season 1 →Season 2 · 10 editions
Season 2 is The Rebuild. It moves from diagnosis to design: the commercial operating model, org design, building the instrument, winning the machine, pricing by design paying for the motion and the boardroom issue, plus special editions on the Gulf and the frontier labs.
Read Season 2 →Latest
Your board pack reports outputs. The things actually stopping the business are inputs, and none of them appear anywhere in it.
September 21, 2026Read → Season 2 · Special EditionFour 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 arrived.
September 14, 2026Read → Season 2 · Episode 6Reps behave exactly as you pay them. Everything else you believe about your commercial strategy is decoration.
September 10, 2026Read →