The 80% Gross Margin Is Not Coming Back
Only 12% of software companies still target an 80% gross margin on their AI products. The reset already happened, and it is not temporary.
Only 12% of software companies still target an 80% gross margin on their AI products. The reset already happened, and it is not temporary.
Five credible sources put SaaS retention anywhere from 48% to 110%, and CAC payback from 15 to 36 months. Why they disagree, and how to read a benchmark properly.
Astra completes 72.6% of desktop tasks against 65.7%, and scores roughly 80 Elo points lower on knowledge work. The frontier moved in execution and stalled in judgment, and the price of execution went up two and a half times.
Marketing was 11% of revenue in 2020 and 7.8% today. Everyone explained 2021. Nobody has explained 2026. The answer is in the bond market, and it says the money isn’t coming back.
AI disclosure became law on August 2nd, the watermarks meant to enforce it don’t survive a screenshot, and a study of 1.1 million posts puts a number on what disclosure costs. The cost advantage has a shape now.
US influencer spend is heading past $13 billion and YouTube has paid out over $100 billion in four years. Almost nobody making the content can pay rent with it. Both facts have the same cause, and it should change how you allocate.
Red Bull’s media operation generates 2 billion annual views and 43% global market share — without a conventional advertising budget. The brands winning the long game of audience building aren’t producing more content. They’re operating like media companies. Here’s what that actually requires.
HubSpot lost 70–80% of its organic search traffic. Business Insider lost 55%. These weren’t strategic failures — they were casualties of the most significant structural change to search in 25 years. Here’s what’s actually happening, and what to do about it.
The CFO doesn’t trust your numbers. The board wants a different conversation. And when budget pressure arrives — which it always does — marketing gets cut first, faster than sales, faster than product, 8 to 20% on average. For many marketers – myself included – this story should sound familiar. At the end of the…
Apple’s brand is worth $1.4 trillion. Google’s is worth $1.5 trillion. McDonald’s is worth $235 billion. These numbers come from Kantar BrandZ’s 2026 global ranking, which tracks brand value by combining financial analysis with consumer equity research — the methodology that most credibly quantifies what a brand is actually worth as an economic asset. The…