Welcome back to The B2B Stack. It’s been a while since I told a founder story rather than an adtech one and this week’s edition is that, seeded off a genuinely brilliant piece from Kyle Poyar’s Growth Unhinged. Worth reading in full if you haven’t. This is my extension of it: a thought experiment on what happens when AI adoption stops being subsidised, why that’s a founder’s decision and not an employee’s, and why getting it right might be the thing that lets the next generation of founders build bigger companies with fewer people than we ever could.
The Second Payroll: The Founder’s Bet Nobody’s Pricing In Yet
AI tokens are becoming the 2nd payroll, and here I explore the ramifications from a founders POV and how we think through what comes next
