Research & insights.
Forward-looking analysis on AI strategy, value creation, and the decisions that define enterprise value. Published occasionally — quality over cadence.
Research notes
Research notes.
Long-form analysis, numbered and signed by a partner. Free to read and to download.
ODY-NR-2026-002
October 2026 · 28 pages
Signed by Axel Tombereau, Managing Partner
After the Billable Day
From time sold to value produced: why AI forces digital services providers to rebuild their economics.
As long as billing rests on time spent, every productivity gain from AI reduces revenue. Neither volume nor daily rates will protect margin — only a rebuilt pricing unit and cost base will. Two decision-makers are involved: the chief executive, who owns the model, and the shareholder, who funds the transition.
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One letter a month on what AI is worth.
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