HarveyHarvey Swapped Models After Agents Sank Its Margin to -50%
Harvey sold flat seats on top of a metered model bill, and agent usage drove its gross margin to -50% by June. The margin recovered after it launched its own Kimi K3-based model, with no reported price change, so renewals of agentic AI seats need model-change and usage terms.
September 21, 2026 · 11 min readMicrosoft 365 CopilotTrue Cost of a Copilot Seat: The Licence Is the Floor
A Copilot seat lists at $19 to $30 a month, but agent consumption, a credit pool that expires and per-gibibyte indexing decide the bill. One GitHub Copilot developer running a daily agent session costs $174 a month against a $19 seat.
September 8, 2026 · 23 min readMicrosoft 365 CopilotM&T Published 3 Copilot Counts. None Was Weekly Actives.
M&T Bank's Copilot population has been published three ways in twelve months — 16,000 using, 17,000 deployed to, 15,000+ with access — while its own filings show headcount fell 928. None of those figures is weekly active users, and that is the only one a per-seat renewal turns on.
September 7, 2026 · 11 min readenterprise searchGlean vs Copilot vs Dust: Buy the Permission Model
Microsoft now bundles Copilot Search free with a $30 Copilot seat and reaches over 100 connectors, so Glean has to beat it on the remainder rather than in the abstract. Dust has 12 connectors and replaces source-system ACLs with its own workspace spaces.
August 28, 2026 · 17 min readSaaSpocalypseGartner's $234B Warning: Will Your SaaS Portfolio Survive 2027?
On January 29, 2026, $285 billion in software market cap vanished in 48 hours. By April, the total hit $2 trillion. Now Gartner has put a number on what's actually at risk: $234 billion in enterprise SaaS spending exposed to agentic arbitrage by 2030. Six months in, here's the midyear damage report — and two frameworks for evaluating whether your own software portfolio is exposed.
July 2, 2026 · 18 min read