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Series

AI can't run your company yet

A 5-part structural audit of the autonomous-AI-agent business thesis — token economics, the data wall, the distribution collapse, and what survives the math today.

3 posts · ~33 min total read

  1. 01

    AI can't run your company yet. Here's the math, and what to automate instead.

    A $250M AI-agent platform disclosed numbers that explain why full autonomy hits a wall at SMB economics in 2026, and why putting the grind on autopilot is the move that actually fills your inbox with buyers.

    July 12, 2026·13 min read
  2. 02

    I did the math on what running an autonomous AI agent actually costs in 2026

    GPT-5-mini lists at $0.125 per million tokens. So why does a real autonomous agent cost $30+ per active user per month to run? The hidden multiplier is reasoning tokens, and at SMB prices the math points somewhere most agent pitches won't go.

    July 15, 2026·10 min read
  3. 03

    I priced enrichment for an AI agent at scale. The data costs more than the inference.

    Last week I priced inference for an autonomous agent at $27 per active user per month. This week I priced the prospect data the same agent needs. Data wins by a factor of two — and unlike inference, the price isn't dropping.

    July 25, 2026·10 min read
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