The CPAG Blog

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

May 12, 2026

What Is the ARR Risk Heat Map?

The ARR Risk Heat Map is the CPAG diagnostic tool for plotting a vendor's entire customer base by seat dependency and AI exposure to identify near-term churn risk before renewal.

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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 Business Model Debt?

Business Model Debt is the structural constraint created when pricing commitments tied to headcount expansion collide with AI-driven workforce reduction.

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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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May 9, 2026

What Is the SaaSpocalypse?

The SaaSpocalypse was the 2026 repricing event that erased approximately $1 trillion in enterprise software market cap and ended the seat-based era.

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