A top-four cloud provider just swapped its hard drives for Pure Storage's proprietary DirectFlash. The trigger wasn't cheap flash; it was AI running the data center out of power. Here's why that should terrify Seagate.
Midjourney once shut off its own free trials to survive its own virality. That inversion explains why freemium is dying, and who gets to inherit it.
Much of what AI startups report as recurring revenue is consulting work in disguise, and when the forward deployed engineers leave, the ARR leaves with them.
Starbucks holds $1.6 billion in customer float and effectively runs a mid-sized bank. The deeper truth: most companies back into banking defensively, and that crutch eventually caps their valuation.
The grid interconnection queue has replaced chip allocation as AI's binding constraint. Microsoft, Google, and Amazon are becoming energy companies because whoever controls the electrons controls the frontier.
Intercom now charges $0.99 per resolution instead of per seat. Salesforce bills $2 per conversation. The per-seat SaaS model that built a trillion-dollar industry is fracturing as AI agents replace human operators.
When AI agents become software's primary users, seat-based pricing collapses, engagement metrics invert, and B2B marketing shifts from persuading humans to optimizing for machine comprehension.