• 15 October 2026

  Business process outsourcing for the back office: what it costs, and what comes after it

  Back office business process outsourcing moves finance and accounting work to a lower-cost team, and the savings are real but smaller than the pitch. What outsourcing costs, why AI is changing how outsourcers price and deliver, and what a company should buy instead.
• 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.