Newsletter/Season 1

The Agentic Commercial Model Newsletter

Season 1

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.

6 editions · June to July 2026

All Season 1 episodes

Season 1 · Episode 1

Your AI is ready. Your commercial model isn't

Welcome to the newsletter nobody in your boardroom wants to read.

June 9, 2026Read →
Season 1 · Episode 2

The Consumption Problem

Why usage-based pricing alone doesn't solve agentic AI monetization

June 14, 2026Read →
Season 1 · Episode 3

The Broken Comp Plan

How legacy incentive structures are destroying AI-era commercial performance

June 25, 2026Read →
Season 1 · Episode 4

NRR Is Lying to You

Why your retention metric is masking structural decay

June 26, 2026Read →
Season 1 · Episode 5

The GTM Collapse

When your buyer is an algorithm, your sales motion is obsolete

June 30, 2026Read →
Season 1 · Episode 6

Value That Can't Be Measured Won't Be Paid For

Outcome based pricing in practice, and the thesis that ends the series

July 3, 2026Read →
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