>gabes/the letter
proofwednesday2026-07-29

you did not buy an ai strategy. you bought fourteen subscriptions, and four of them do the same job.

78% of it leaders got an ai charge they did not forecast last year. the overlap is not a discount you missed, it is a job nobody owns.

the count is the tell: most companies now carry somewhere between eight and twenty ai or software lines and cannot say which one owns which job. 78 percent of it leaders were hit with an unexpected ai or consumption charge last year, because usage pricing means one power user or one looping workflow spends real money quietly and reports it a month later.

forrester has platform spend growing around 40 percent through 2026 against 5 percent for point solutions, and the companies that consolidated their stacks report cost reductions of 20 to 35 percent, which is not a negotiation win, it is the price of the duplication they were already carrying. the advice going around is to run a software audit and push harder at renewal, which trims the invoice and leaves the sprawl exactly where it sits, ready to grow back by q4.

do the version that holds: list every ai and software line, write beside each one the single job it owns and the person accountable for that job, and cancel anything whose job is already owned by something else. then put a spend alert on every usage-priced account so the meter tells you before the invoice does. the saving is real, but the point is the map: after that exercise you can finally say what your stack is for.