Topic
Services-as-software
The shift from selling the tool to delivering the work: the category frame, the economics, outcome-based pricing, and the production gap where the value is captured.
25 May 2026
The 80-to-99% problem
Foundation Capital named the ratio: eighty percent of capability with twenty percent of effort gets you to a pilot, and the remaining nineteen percent requires roughly one hundred times more work. That work is engineering, in the customer's environment.
23 May 2026
The unbillable hour
Professional services firms still selling time are watching their revenue base compress into the technology. The unbillable hour is the structural P&L problem at the center of every consulting firm in 2026, and outcome pricing is the only way out.
21 May 2026
Services-as-software is the right frame. AI roll-ups are the wrong one.
Two competing strategies are bidding for the post-SaaS opportunity. They are not the same bet. The roll-up plays for multiple arbitrage. Services-as-software builds the firm with software economics from inception.