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#business-model

Pricing and margin, and what agent economics do to per-seat software.

2 essays. All writing.

You can't price the work by the seatJuly 5, 2026
Enterprises burned their 2026 AI budgets in months. The token bill made pricing a strategic question — and the per-seat model is now a subsidy.
The company is the productJune 5, 2026
Sequoia's thesis on the next trillion-dollar company says software is no longer the unit of sale. The work is. Headless is the architectural shape of the bet.