The CPAG Blog

Clinical insights on founder physics, institutional discipline, and the path from seed to exit.

May 10, 2026

What Is a Ghost Seat?

A Ghost Seat is a software license paid for but no longer actively used because AI eliminated the underlying headcount. It is a churn event waiting for renewal.

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May 10, 2026

What Is the Churn Cascade?

The Churn Cascade is how AI productivity gains trigger headcount cuts, which trigger seat downgrades at renewal, compounding revenue decline for seat-based SaaS vendors.

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