Newsletter/Season 2

The Agentic Commercial Model Newsletter

Season 2

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.

10 editions · July 2026 onwards

All Season 2 episodes

Season 2 · Episode 1

The Rebuild

Season 1 took the old model apart. Season 2 is me showing you what I actually build in its place.

July 30, 2026Read →
Season 2 · Episode 2

The Commercial Operating Model

The old model was a line. The new one is a loop. Here is the machine, stage by stage, cadence by cadence.

August 4, 2026Read →
Season 2 · Episode 2.5

The Org Design

Your new operating model will be dead in two quarters. Not because it is wrong. Because your org chart was no designed to underpin it.

August 13, 2026Read →
Season 2 · Episode 3

Building the Instrument

Stripe bought Metronome . Salesforce bought m3ter . Two acquisitions in six months tell you exactly where the value has moved.

August 18, 2026Read →
Season 2 · Episode 4

Winning the Machine

There is not one machine to win. There are four, one at every stage of the loop, and they all read the same thing.

August 27, 2026Read →
Season 2 · Episode 5

Pricing by Design

Start at the value exchange and work backwards. Everyone else is layering new pricing onto a model already declared obsolete, then hoping it lands somewhere useful.

September 4, 2026Read →
Season 2 · Special Edition

The Gulf Is Building the Whole Stack. Nobody Is Building the Model

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 mistake the West made first.

September 6, 2026Read →
Season 2 · Episode 6

Paying for the Motion

Reps behave exactly as you pay them. Everything else you believe about your commercial strategy is decoration.

September 10, 2026Read →
Season 2 · Special Edition

Pace the Frontier? Deliver the Last One First.

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 arrived.

September 14, 2026Read →
Season 2 · Episode 7

The Boardroom Issue

Your board pack reports outputs. The things actually stopping the business are inputs, and none of them appear anywhere in it.

September 21, 2026Read →
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