Giacomo Balli profile picture
Giacomo Balli
Your Consigliere

For owners and founders facing decisions that are expensive to get wrong.
Independent counsel from someone paid only by you.

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Writing on technology decisions, AI and buying software: 634 posts since 2012.

79 posts in Pricing

2026

267 posts
  1. Should my business lock into one AI vendor while prices keep falling?Anthropic and OpenAI cut frontier AI prices by 20% to 50% in one week. Why owners should keep AI contracts short, stay model-agnostic, and re-test every year.

    7 min readBuying Software

  2. What Happens When Users Stop Looking for Apps?For the last 15 years, software discovery has followed a fairly familiar pattern. You realize you need something, you search Google , maybe check Redd

    5 min readAI

  3. You cannot model a software build on the vendor's estimateA fractional CFO asked me how to model a software build in the plan when the only number available is the vendor's estimate.

    1 min readBuying Software

  4. Your IT person is the wrong one to ask about a $200,000 buildThe person who keeps your network running is usually the first one an owner asks about a $200,000 build. They will answer.

    1 min readPricing

  5. What to know before signing a three-year SaaS contractA three-year SaaS contract is on the desk with a discount for committing. Before signing, this is what I would want to know.

    2 min readBuying Software

  6. In a SaaS agreement, the data exit clause matters more than liabilityWhen a software or SaaS agreement crosses your desk, the liability language usually gets read hardest. The clause that decides what actually happens is quieter.

    1 min readPricing

  7. Software projects look green right until they failSoftware projects look green right until they fail because status reports measure activity, and activity is always available.

    1 min readEngineering

  8. Your business probably does not need an appYour business probably does not need an app. I have shipped apps since 2010, so this is not a position I hold lightly.

    2 min readPricing

  9. Build versus buy is an incomplete questionBuild versus buy is an incomplete question. There is a third option, and it is the cheapest one on the table: change the process so you need neither.

    1 min readBuying Software

  10. I run paid ads across a portfolio of more than 40 appsI run paid ads across a portfolio of more than 40 apps. Exactly one campaign makes money. It sells a conduit bending tool to electricians.

    1 min readPricing

  11. Your vendor says you need a custom solutionYour vendor says you need a custom solution. Of course they do. That is not an accusation.

    1 min readBuying Software

  12. Years of internal operational mess are about to have a market valueCompanies are about to discover that years of internal operational mess have a market value.

    1 min readAI

  13. The Startup TrapA startup has ten employees and six months of runway. A large prospective customer appears and offers a contract worth $500,000, but wants a few chang

    10 min readAI

  14. The best AI for your business probably won’t be the smartest oneThe best AI for your business probably won’t be the smartest one. The big, powerful AI models will keep pushing the limits.

    1 min readAI

  15. NVIDIA buying Hugging Face could make open AI depend on a single vendorNVIDIA buying Hugging Face could make “open AI” more dependent on a single vendor.Reports put the potential deal around $13 billion.

    1 min readBuying Software

  16. Excellence pays only where it's visibleExcellence pays only where it's visible. collected what 32 people who build at the frontier of AI think work looks like after automation.

    2 min readAI

  17. Your company may own a valuable data asset that has never appeared on yourYour company may own a valuable data asset that has never appeared on your balance sheet. Every quote you sent, customer you lost, support issue you solved...

    1 min readAI

  18. Everyone's talking about agentsEveryone's talking about agents. Almost nobody has written down what theirs is allowed to do. An agent isn't a smarter chatbot.

    1 min readAI

  19. "I can't put customer data into an AI tool." Correct"I can't put customer data into an AI tool." Correct. Most owners hear "AI" and picture their entire CRM getting uploaded somewhere.

    1 min readAI

  20. Every customer issue should make the company slightly harder to surprise nextEvery customer issue should make the company slightly harder to surprise next time. A support call that ends with “fixed” is only half-finished.

    1 min readStartups

  21. Build custom software or buy off the shelf?Most owners who think they need custom software need configuration instead. Here is how to tell which side of the build-vs-buy line you are on before you spend.

    6 min readBuying Software

  22. The price of content is about to separate from the price of accessThe price of content is about to separate from the price of access.For years, publishers monetized distribution.

    1 min readAI

  23. The website stopped being the scarce assetThe website stopped being the scarce asset. Merchant identity is. As more purchases begin inside AI assistants instead of storefronts, the question shifts...

    1 min readAI

  24. People are confusing "can build" with "should own"A lot of people are confusing “can build” with “should own.” The argument goes like this: AI makes software development dramatically cheaper, therefore...

    2 min readAI

  25. The next defensible advantage may come from process data, not customer dataThe next defensible advantage may come from process data, not customer data. Customer databases are becoming easier to replicate than most executives want...

    1 min readAI

  26. UI is the worst thing technologists builtUI is the worst thing technologists built. Software companies organize themselves around screens.

    1 min readAI

  27. Analytical SaaS is losing the right to charge for answersAnalytical SaaS companies are losing the right to charge for answers that can be generated directly from the underlying data.

    1 min readAI

  28. Most firms are optimizing the wrong variableMost firms are optimizing the wrong variable. They’re treating AI like a cheaper labor substitute: reduce cost, automate steps, accelerate workflows.

    1 min readAI

  29. Most people still think of Shopify as a website builderMost people still think of Shopify as a website builder. That version of Shopify barely exists anymore.

    1 min readAI

  30. I’ve been in mobile since 2010I’ve been in mobile since 2010. ASO has always been part of the game, so over the years I’ve tried nearly every tool that entered the market.

    1 min readAI

  31. The next platform shift will not be won where users clickThe next platform shift will not be won where users click, it will be won where agents connect.

    1 min readAI

  32. AI cost conversations usually start at the model and end at pricingAI cost conversations usually start at the model and end at pricing. That is the least relevant part of the system.

    2 min readAI

  33. Most people assume digital has already wonMost people assume digital has already won. Recent data from Pew Research Center shows a different reality: - Print is still the dominant format - ~75% of U.S.

    1 min readPricing

  34. Moats are retention tools sold as growth strategyMoats are retention tools sold as growth strategy. Switching costs and data gravity make leaving expensive.

    1 min readAI

  35. Agile fails when it optimizes the speed of building instead of the speedAgile fails when it optimizes the speed of building instead of the speed of learning. Inside most companies, the backlog becomes a proxy for certainty.

    1 min readPricing

  36. I built a Python script that generates App Store screenshots in 1sI built a Python script that generates App Store screenshots in 1s. Drop in a screenshot, get back a polished image with device bezel, 3D tilt, text...

    1 min readAI

  37. If your ARPU did not go up by at least 50%If your ARPU did not go up by at least 50%, your new AI component is just a feature. Inside most companies, AI lands where the org can absorb it: a workflow...

    1 min readAI

  38. AI boosted coding and now is moving to GTMAI boosted coding and now is moving to GTM. GTM cannot fix PMF. It can only scale whatever truth the product already has.

    1 min readAI

  39. Everyone is talking about “AI agents replacing ecommerce.”Everyone is talking about “AI agents replacing ecommerce.” Reality check: the first real experiment didn’t go well.

    1 min readAI

  40. Most leaders are mispricing AIMost leaders are mispricing AI. They’re arguing about “intelligence” while the defensible value is a service bundle humans can’t deliver at scale: patience...

    1 min readAI

  41. Stripe is launching the Machine Payments Protocol (MPP) open standardStripe is launching the Machine Payments Protocol (MPP) open standard. Most leaders still treat payments as a “checkout problem”.

    1 min readAI

  42. Most developers focus on the U.S. and Europe.Most developers focus on the U.S. and Europe. But the fastest-growing iOS markets are elsewhere. I wrote a short piece on why emerging markets are often the...

    1 min readBusiness

  43. "Agents" without an orchestrator are just new tools with a chat UI."Agents" without an orchestrator are just new tools with a chat UI. In most non-tech companies, the hard part is not getting a model to take an action.

    1 min readAI

  44. Everyone tells the ATM story wrong.Everyone tells the ATM story wrong. They treat labor substitution like a task list: automate the cash withdrawal, the teller disappears.

    1 min readAI

  45. AI isn't making "development" more valuable.AI isn't making "development" more valuable. It's making raw output less scarce. When a studio can ship 3x the code with the same headcount, the client's...

    1 min readAI

  46. The #SaaSpocalypse is a great narrative because it takes a real shift and turnsThe #SaaSpocalypse is a great narrative because it takes a real shift and turns it into a clean conclusion.

    1 min readAI

  47. Really Apple?This was such low hanging fruit... I tried the new "Intelligence" in Xcode, hoping it would have a deeper integration than Claude Code (Anthropic) or Codex...

    1 min readAI

  48. The theory that we'll vibe code everything is 'flat wrong'.The theory that we'll vibe code everything is 'flat wrong'. --Anish Acharya If you think AI is going to replace your engineers, you are about to create the...

    1 min readAI

  49. AI isn't replacing workers.AI isn't replacing workers. It's replacing what work even means. Most people still frame AI as productivity software, or task-completing agents.

    1 min readAI

  50. Sometimes the reason the category is crowded is the same reason it will notSometimes the reason the category is crowded is the same reason it will not support a durable business.

    1 min readAI

  51. The biggest impact of LLMs is not replacing software.The biggest impact of LLMs is not replacing software. It is turning "unwritten work" into something a business can actually run.

    1 min readAI

  52. AI will commoditize the part of software your CFO obsesses over.AI will commoditize the part of software your CFO obsesses over. So why are teams still choosing vendors based on features and day rates?

    1 min readAI

  53. The internet did not kill publishing. It broke the unit of value.The internet did not kill publishing. It broke the unit of value. If code generation gets "free", what exactly will SaaS customers still be paying for?

    1 min readAI

  54. AI makes writing and analysis cheap.AI makes writing and analysis cheap. So what are you still paying humans for? Most operators respond by layering tools onto the current process.

    1 min readAI

  55. Tokens are not the bottleneck. Humans are.Tokens are not the bottleneck. What happens to "AI adoption" when nobody has to ask? Most companies treat AI like a new UI layer.

    1 min readAI

  56. AI did not kill software engineering. It moved the mistakes upstream.AI did not kill software engineering. It moved the mistakes upstream. If code is cheap now, why do so many teams still ship the wrong thing faster?

    1 min readAI

  57. Most SaaS companies won't die because of competitionMost SaaS companies won't die because of competition. They'll die because their pricing model stops making sense.

    2 min readAI

  58. A strong architect is paid to say "no" earlier than everyone else.A strong architect is paid to say "no" earlier than everyone else. When was the last time your "senior" decision reduced options instead of adding features?

    1 min readAI

  59. One old Cordova app (first launched on Aug 4, 2011).One old Cordova app (first launched on Aug 4, 2011). Three days and now fully migrated to native Swift for iOS.

    1 min readAI

  60. The real scarcity is judgment, not execution.The real scarcity is judgment, not execution. If building is cheap now, why do so many digital programs get slower?

    1 min readAI

  61. How a 10% Credit Card APR Cap Could Raise Your Growth CostsA 10% cap on credit card APR can raise your growth costs. If the rate goes down, why would acquisition get harder?

    1 min readAI

  62. GEO: The New Frontier Beyond SEO and AEOGEO is not a marketing tactic. It is an operations problem. Who owns the truth when the customer never clicks?

    2 min readAI

  63. Most Pricing Problems Are Discovery ProblemsMost pricing problems are really discovery problems. “Worth” is not something you carry into the room.

    1 min readAI

  64. Why Most GenAI Rollouts FailMost GenAI rollouts fail for the same reason the first ML projects failed. Everyone budgeted for a subscription and got a systems integration.

    1 min readAI

  65. AI in Engineering, Pricing, and DataWe did not rewrite anything. Checkout still dropped from 9 seconds to 5. A regional grocery chain had a loyalty app and a small ops team.

    1 min readAI

2025

94 posts
  1. AI, Customer, and PricingYour next SaaS renewal should feel harder than last year. That is not procurement being annoying. It is the math changing.

    1 min readAI

  2. Growth and Pricing with AIMost big private companies avoid the public markets because they can (Stripe, ByteDance, SHEIN, Anthropic, Canva, Fanatics etc).

    1 min readAI

  3. AI, Growth, and DeliveryThe Netflix lawsuit gets one thing wrong right from the start: it’s fighting a market that no longer exists.

    2 min readAI

  4. AI in Operations, Growth, and EngineeringEveryone keeps saying content is king. – Paramount lacks scale. – The Walt Disney Company struggles with identity.

    2 min readAI

  5. Customer, Growth, and StrategyMost companies get stuck chasing the middle. They try to balance cost and experience... and end up delivering neither well.

    1 min readBusiness

  6. Burger King spent like a League Two club and got a Champions League returnBurger King spent like a League Two club and got a Champions League return. 1.2B impressions from a team nobody can find on a map.

    1 min readAI

2023

23 posts
  1. Key Strategies for Profit MaximizationMastering the Art of Pricing: Unveiling Key Strategies for Profit Maximization (with examples)

    3 min readPricing

2021

14 posts
  1. SKError list of in-app purchase errorsThis is an article listing all the most common errors when implementing in-app purchases for iOS apps.

    2 min readMobile

  2. How to cancel an App Store subscriptionThis article will show you how to cancel your in-app purchase subscriptions on iOS (iPhone and iPad).

    1 min readMobile

2013

77 posts
  1. How to leverage in app purchases in mobile appsI'll give you a hint – it's mostly about satisfying emotional and psychological needs. If you can understand how people think, you've got a leg up in your...

    21 min readPricing

  2. How to make money with mobile appsor better, how to monetize them... :) The opportunities for developers and publishers for connect with consumers via apps is a seemingly limitless opportunity.

    8 min readGrowth

2012

111 posts
  1. iTunes Connect: New delivery tool for In-App Purchase and Game Center metadataWow, I guess it's a big day for Apple developers... A second email was just sent out informing about a new tool.

    2 min readMobile

  2. Mobile Payments in Apps - What are the options?Getting paid has always been a priority in any business. Nowadays that customers are more "spoiled" than every, you have to make it extremely easy for them...

    6 min readPricing

  3. 7 Tips to maximize your app's revenue with ads $$$Everyone already told you the freemium is the currently the way to go to make money with your app, especially if it's game.

    3 min readMobile