Analysis

The CPAG Blog

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

May 13, 2026

Microsoft Priced the Agent Workforce. They Forgot to Price What It Resolves.

Microsoft built consumption billing for AI agents. That is not outcome-based pricing. Every seat-based SaaS layer above that infrastructure is now misaligned with its own substrate.

May 12, 2026

Citrix Just Blinked. It Wasn't Enough.

Citrix launched Platform Flex today, a credit-based consumption model that looks flexible but avoids outcome accountability. Here is what it reveals about Business Model Debt.