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Sierra invented outcome-based pricing. Across 680 pages, it has never published an outcome price.

Sep 2, 2026

Sierra invented outcome-based pricing. Across 680 pages, it has never published an outcome price.

Sierra invented outcome-based pricing and publishes no prices. Five9 publishes prices for everything except AI. Neither will say what AI costs.

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The Numbers Gate

Aug 26, 2026

The Numbers Gate

A checker that reads your numbers, asks 23 questions, and never recomputes anything. Because the last three wrong figures came from the check.

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Figma shipped a feature that reduces the number of seats it sells. Its own filing says so.

Aug 19, 2026

Figma shipped a feature that reduces the number of seats it sells. Its own filing says so.

Figma disclosed in its own 10-Q that a feature it shipped could reduce the paid seats it sells. Teardown 8 grades both motions.

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GitHub Copilot costs half what Cursor does. Buying it for your team requires a phone call.

Aug 12, 2026

GitHub Copilot costs half what Cursor does. Buying it for your team requires a phone call.

GitHub Copilot costs $19 per user per month for a team. Cursor costs $40. The $19 one makes you talk to a salesperson first.

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Workday sells agents that shrink headcount. Its own 10-K calls shrinking headcount a revenue risk.

Aug 5, 2026

Workday sells agents that shrink headcount. Its own 10-K calls shrinking headcount a revenue risk.

Rippling and Workday both bill per employee and both sell AI that means fewer employees. Workday wrote it into its risk factors; Rippling built the hedge nine years early.

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The Always-On Competitive Intel Engine

Jul 29, 2026

The Always-On Competitive Intel Engine

A Claude Code system that keeps your competitive battle cards current on their own: cited claims, watched sources, auto-rebuilt when a competitor moves.

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