AI: Show Me the P&L

Everyone else writes about what AI can do. I write about what it does to the money.

Revenue, pricing, margins, and valuations. The financial consequences of AI, decoded for the leaders, operators and investors who have to answer for the numbers.

I can do this because I’ve been on both sides of the table. I ran the revenue architecture of a $100 billion business at AWS, redesigned enterprise pricing at that scale, and owned multibillion-dollar P&Ls. I have also valued these companies as an investment banker. Today I’m a COO. So when I tell you what AI does to a revenue model or a multiple, it comes from having built it and priced it, not theorized about it.

What you’ll get:

• Quick Takes, every few days: a sharp read on the news through the money lens.

• The Decode, weekly: a deeper teardown of what AI is really doing to revenue, pricing, and valuations, and what to do about it.

No hype. No hustle. No adoption stats. Just the P&L.

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