Will we pay more or less for AI in the future?
No big thesis this week — a curated snapshot of the stuff that actually made me stop scrolling: companies running sales orgs on AI they built themselves, the real spread on what teams pay for compute, a lean-manufacturing take on AI, and a few reads worth your click.
By Victor Sowers — 15 years scaling B2B SaaS GTM
The Shift
Most of what I read this week kept landing on the same old operator question: build or buy. The consensus answer that's emerging from practitioners right now is build the application, buy the infrastructure. In other words, rent the model, rent the warehouse/CRM, sequence tools and so on but build the harness layer.
Meaning your business knowledge (context) like your ICP, your product, your customer base, your market, your existing systems, the way you actually sell should be available in a way that allows you to then spin up custom workflows/agents against them without having to buy the solution.
What's interesting here is the different approaches to building that org-wide harness and how different some fundamental assumptions on that can be (more below).
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More Issues
Nadella says human and token capital compound. Your org chart disagrees.
Satya says human and token capital compound. He doesn't say which humans. Your most senior people might be the ones the AI era selects against.
You adopted AI. Did the judgment come with it?
AI adoption isn't slow, it's jagged — and the jaggedness is producing new friction: speed against accountability, the entry rung getting cut, and the question of where judgment comes from next.