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Nicolo's Notes

Ghost
nicolo.xyz· weekly· Published 3 months ago

Essays on the economics of technology businesses, with recent issues covering software pricing models and how AI inference costs change SaaS unit economics. Readers get structured explanations of how value, cost and risk are divided between vendors and customers.

saas pricingoutcome-based pricingusage-based pricingunit economicsgross marginsai agentsinference costssoftware economicsbusiness models
Platform
Ghost
Frequency
Weekly
Latest issue
Aug 9, 2026
Language
English
Written for
Founders, investors and operators in software and AI
Tone
analytical
Tracked since
Oct 24, 2026

Website: https://nicolo.xyz/