>gabes/the letter
futurefriday2026-09-25

ai money is moving from screens to plumbing. sell the chat window and you sell the part that gets cut.

agent infrastructure is 17 to 22 percent of enterprise ai line items this year, forecast at 26 to 32 percent next year. buyers stopped paying for another interface and started paying for things that connect.

for two years the sellable object in ai services was a front end. wrap a model, put a logo on it, charge monthly, and the buyer could see what they paid for. that window is closing, and the spending data is where it shows first.

the chat window is the line a cfo can picture living without, so it is the first thing cut in a budget review. the fix being sold is more features on the same screen, which raises the price of the thing they already planned to cancel.

sell the wiring. scope the connection into their crm, their billing, their inbox and whatever they treat as the record, and price it as the product rather than as onboarding you discount to close. integration is expensive to install and more expensive to remove, and that is the only stickiness that survives a cost review. the interface is what they buy with. the connections are what they keep.

do this: put the integration on the invoice as the product. stop discounting it as setup. not this: another front end with your logo on it.