Frameworks, core principles and top case studies for SaaS pricing, learnt and refined over 28+ years of SaaS-monetization experience.
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What makes this VC consensus relevant to the harness argument is what it reveals about where investors believe defensibility lives. Every major AI investor in 2026 is saying the same thing with slightly different vocabulary: the model is a commodity, the orchestration is the moat. Conviction calls it the harness. YC calls it the AI-native agency model. General Catalyst calls it the AI-enabled roll-up. But they are all pointing at the same structural reality: the value is not in the model that generates the output.
It is in the system (the harness) that orchestrates the model, verifies the output, manages the context, and compounds institutional knowledge over time. The agencies that understand this first will be the ones that capture the margin expansion. The ones that merely bolt AI tools onto existing human workflows will find themselves competing on price against firms that have different cost structures.
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