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3 min read

The Unit Economics of Agents: From Token Spend to Business Output

Cloud taught enterprises that usage is easy to scale and hard to justify. Adoption grew. Bills grew. The connection...

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4 min read

Per-Seat Is Not Dead. It Is No Longer Enough

Salesforce helped make per-user SaaS subscriptions the default enterprise software buying motion for two decades. In...

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4 min read

What the World’s Leading Banks Know About AI That You Don’t

Microsoft’s Q3 FY2026 earnings call reported over 20 million paid Microsoft 365 Copilot seats against a base of more...

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