How to Build a Financial Model for AI Pricing

This is a paid post. The model referenced throughout is available for download below.

Mar 12 • Kyle Kelly

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How to Understand, Price, and Package a Token-Based Offer

The New Math of AI

Mar 9 • Kyle Kelly

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December 2025

How AI Is Finally Industrializing the Physical Economy

How AI is Finally Industrializing the $50T Physical Economy

Dec 24, 2025 • Kyle Kelly

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The Compliance Moat: Build, Buy, or Partner

From Crypto taxes to ADA compliance, the companies that become the default infrastructure for navigating regulation win.

Dec 24, 2025 • Kyle Kelly

How to Stop Value Leakage in Product Partnerships

Product partnerships rarely fail at the announcement. They fail in measurement, ownership, and resourcing. Here is how operators close the…

Dec 22, 2025 • Kyle Kelly

Energy is the AI Bottleneck

Meta is trading power. Microsoft restarted a nuclear reactor. Amazon is building its own grid. These are not side projects. They are GTM plays for the…

Dec 3, 2025 • Kyle Kelly

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November 2025

ChatGPT Can Now Buy Things. Stripe Just Became the Tollbooth of AI Commerce

800 million people use ChatGPT every week. Now they can buy without leaving the chat. Stripe and OpenAI just rewrote the transaction layer for all of AI…

Nov 26, 2025 • Kyle Kelly

How Shopify Engineered 32% Growth With Three Interlocking Flywheels

A Deep Dive on the Ecommerce Company & Their AI Strategy

Nov 20, 2025 • Kyle Kelly

Agentic Commerce Will Break the Ad Business

Perplexity, Amazon, and the Future of Ads

Nov 19, 2025 • Kyle Kelly

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How Apple Used Build-Buy-Partner to Make a $1 Trillion Decision

Apple's Gemini partnership is not an AI headline. It is a masterclass in strategic sequencing. When the most dominant platform company changes its…

Nov 7, 2025

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October 2025

The Operator's Guide to Cohort Analysis

Most operators use cohort analysis to report on the past. The ones who compound use it to find where growth is accelerating before it becomes obvious.

Oct 31, 2025

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How to Run Partnerships Like an Investment Portfolio

Most partnership teams track activity. The ones that scale measure leverage. Here is how to run partnerships as a true P&L system using the Partner…

Oct 29, 2025

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