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