Research
Original analysis on the economics of agentic software. Primary-sourced. Built for operators, not observers.
The Unmanaged Resolution Economy: Sizing AI Agent Task Completions Across Enterprise and SMB Markets, 2026–2030
Approximately 117 billion AI agent task completions will occur across US enterprise and SMB markets in 2026. Fewer than 3% carry outcome-based pricing. Primary research sizing the governance gap and the commercial liability it creates at renewal.
Download the Research →The Seat Is Dead: How Agentic AI Is Forcing a Complete Rewrite of Enterprise Software Pricing
ServiceNow disclosed that 50% of its net new business no longer comes from seat-based pricing. Workday disclosed headcount reduction as a direct revenue risk in its own 10-K. This brief documents the transition using primary earnings transcripts and SEC filings from eight major enterprise software vendors.
Download the Brief →The Biological Middleware Tax: Quantifying the Cost of Human Intermediation in Agentic Software Markets
A market sizing analysis of the economic drag created by legacy headcount-dependent software architectures, and the opportunity that opens as agentic systems absorb that cost.
Download the Analysis →The RaaS Manifesto: Resolution as a Service and the Architecture of Post-Seat Software
The category argument for Resolution as a Service. Names the structural threat to seat-based vendors, defines the alternative architecture, and maps the transition path for companies willing to act before the renewal cycle forces their hand.
Download the Manifesto →