Weekly Intelligence

The Seat Model Just Lost Three More Believers

The Stack Weekly: Salesforce, Workday, and ServiceNow all moved to consumption this quarter, and IDC says 70% follow by 2028

Apr 6 • The Intelligence Council

55% of CIOs Are Building What They Used to Buy

The Stack Weekly: The budget mechanism funding enterprise AI is the same one killing SaaS renewals

Mar 30 • The Intelligence Council

The Agent Governance Baseline Just Got Set

The Stack Weekly: NVIDIA's toolkit has Salesforce, ServiceNow, and SAP building on the same runtime, and your RFP should ask about it

Mar 23 • The Intelligence Council

The seat model is collapsing and pricing is now the moat

The Stack Weekly: Vendors that can meter, cap downside, and connect spend to outcomes are pulling away from those that cannot

Mar 16 • The Intelligence Council

AI Budgets Are Routing Around Software

The Stack Weekly: CrowdStrike defies the selloff at $5 billion ARR, two-thirds of enterprise AI budgets redirect to infrastructure over software

Mar 9 • The Intelligence Council

Strong KPIs. Softer Forward Signals. Structural Shifts Underneath.

The Stack Weekly: Earnings beats couldn’t save guidance, AI spend is bypassing control, and billing models are resetting power.

Mar 2 • The Intelligence Council

Anthropic's Data Shows Human Oversight Decays With Use

The Stack Weekly: After 750 sessions, most users stop reviewing AI agent actions, and almost no enterprise has a governance plan for that

Feb 23 • The Intelligence Council

Is SaaS Being Bypassed?

The Stack Weekly: Agentic AI just triggered a trillion-dollar reset. Here’s what it means for your roadmap, pricing power, and 2026 budget

Feb 16 • The Intelligence Council

The New Economics of AI SaaS

The Stack Weekly: Extreme margins, buyer consolidation, and the impending death of seat-based pricing

Feb 9 • The Intelligence Council

AI Margins Get Real

The Stack Weekly: Seat pricing breaks when inference scales. Here’s how leaders are redesigning pricing, retention, and unit economics before CFOs force…

Feb 2 • The Intelligence Council

SaaS Reckoning Starts Now

The Stack Weekly: Budgets are tightening, Copilot is bundling AI, and pricing models are breaking. This week’s signals show where SaaS winners separate…

Jan 26 • The Intelligence Council

Outcome Pricing Takes Over

The Stack Weekly: Enterprise buyers are abandoning seat-based SaaS in favor of vendors that can autonomously deliver, meter, and defend real business…

Jan 19 • The Intelligence Council

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