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AI Minute Originals

Deep dives too big for one newsletter section. Long-form reporting on what AI actually costs and changes at work.

The Quiet Death of Per-Seat SaaS
Original Budget Math, Part 2 • July 16, 2026 • 4 min read

The Quiet Death of Per-Seat SaaS

AI made software usage cost money again. The pricing model built on unlimited use can't survive that.

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Your AI Subscription Is Becoming a Utility Bill
Original Budget Math, Part 1 • June 16, 2026 • 4 min read

Your AI Subscription Is Becoming a Utility Bill

GitHub just turned Copilot into a usage meter. It will not be the last vendor that does. Here is how to read your software budget before the bill starts moving.

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The Budget Math Behind Anthropic's Enterprise Push
Original March 20, 2026 • 4 min read

The Budget Math Behind Anthropic's Enterprise Push

Anthropic's Cowork plugins triggered a $285B SaaS selloff. Here's what that actually means for your next software renewal conversation.

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