Line of Sight
For operators building and commercializing AI products.
What This Is
Line of Sight breaks down how to price AI products, build distribution, structure partnerships, and design the revenue architecture that turns a working product into a durable business.
Who It Is For
Founders and operators commercializing AI products. GTM leaders building on top of AI infrastructure. Corp dev and partnerships executives navigating the AI platform shift.
If your job is to turn AI capability into revenue, you are in the right place.
If you are looking for AI thought leadership or general commentary, you are not.
Readers include operators and leaders at Anthropic, Meta, and Google.
What You Will Read
AI Pricing and Packaging. Token economics, cost modeling, and price architecture that survives when provider costs shift.
Distribution Architecture. How the fastest-growing AI companies build distribution into the product instead of bolting it on after launch.
Operator Frameworks. Build, Buy, or Partner decisions. Partner P&L systems. Cohort analysis as a forward signal.
Commercial Intelligence. S-1 teardowns, market structure shifts, and the strategic moves that separate durable AI companies from ones that stall.
Free vs. Paid
Free posts deliver the core insight in under ten minutes.
Paid subscribers get the working model. Token Waterfall financial models, operator playbooks, and strategy briefs built to influence real pricing, distribution, and partnership decisions.
Every premium post is built to earn back the time you spend reading it many times over.
About Kyle Kelly
Two decades building commercial systems at Amazon, Zappos, Aurora Solar, and a set of 0 to 1 companies where I carried the P&L.
Today I lead partnerships at Dandy, a dental technology company modernizing the dental lab.
I write Line of Sight to help operators close the gap between AI capability and commercial architecture: partnerships, channel strategy, and the decisions that turn new technology into durable revenue. Not as an observer. As an operator.
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