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- WAN
Our joint pilot with Rivio showed the shift:
Benchmarking isn’t static anymore
HEX Index® + Sheldon turns it into decision intelligence.
Source: LinkedIn
Inflation isn’t just hitting fuel and fares, it’s quietly rewriting your vendor contracts.
If you’re in Travel, Transportation, or Hospitality, those “small” clauses are now cost leak pipelines. FX swings + wage inflation = margin erosion you didn’t approve.
The real question: Are your contracts protecting you or pricing against you?
#HEX Index cuts through the noise with the industry’s only #AI-powered #benchmarking platform, giving you real-time visibility to challenge, renegotiate, and stay ahead of inflation.
Stop absorbing. Start benchmarking.
#Inflation #Procurement #TravelIndustry #CostControl
AI has officially moved into its own pricing tier and HEX Index® data makes it clear why.
Our analysis shows AI skills are no longer bundled with traditional or niche IT capabilities. From NLP to MLOps, AI now commands a distinct premium due to its direct linkage to revenue, efficiency, and decision automation.
HEX Index® continues to track how skill economics are reshaping modern pricing models—and AI sits firmly at the top.
Source: LinkedIn
January 12, 2026 was an extinction-level event for Enterprise Software. Software is being disintermediated by the very AI tools it helped create.
The launch of Claude Cowork, built 80%+ (some say 100%, but that’s eyewash) using Anthropic’s Claude Code in a 10-day sprint, didn’t just shock the market, it confirmed what investors had begun pricing in. (My own legacy software stock portfolio is down ~30% in just two trading cycles since.)
When AI agents can build software autonomously, run workflows, and execute processes end-to-end, the VALUE EQUATION FLIPS IMMEDIATELY. If the marginal corporate dollar flows directly to AI instead of software licenses or labor, capital markets follow the same logic.
That’s why we’re seeing the unprecedented inversion: Investors are paying premium multiples for chips, traditionally considered asset-heavy, cyclical, supply-chain-exposed businesses, OVER software once prized for sticky, high-margin recurring revenue. That’s NOT noise, it’s a signal of the end to come for legacy software and software development service providers will see a significant runoff too. This 10-day sprint also signals roughly 70–90% REDUCTION in traditional human coding man-hours. If that’s not a Tsunami of revenue depletion for global software providers and Indian legacy providers, then nothing is.
In an Agentic AI world, enterprise software moats are thinner, UI/UX is redundant, switching costs weaker, and differentiation harder to defend. The winners won’t be the loudest SaaS brands of the past. They’ll be the ones embedded in AI-native workflows, outcomes, and economics. Remaining outfits? Well, they won’t remain as they’re about to learn what “recurring” really means when the stack gets rewritten.
“Behind your tunnel vision, reality fades like shadows into the night.” Ring a (division) bell?
Service Providers use financial engineering tools like discounts and credits to make deals lucrative. In many contracts, the service provider and the client contribute an amount towards innovation fund. These funds are utilized to carry out innovation projects that may include automation, digital solutioning, transformation, among others.
Navigating the intricate landscape of Population Health Management (PHM) pricing demands more than just numbers—it requires expertise. With over 60% of healthcare organizations already on the PHM journey and the market set for substantial growth, the stakes are high. Let us be your guide in unraveling the complexities of PHM investments.
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Categories
- Advisory Market Lens
- AI
- Benchmarking
- BOT
- COLA
- Contract HealthCheck
- Cost & Run Optimization
- Digital Workplace Services
- F&A
- Field Services
- GCC
- GenAI
- Governance
- Healthcare
- HEX Index
- HRO
- L&D Advisory
- Managed Services
- Network
- Outcome based Pricing
- Outsourcing
- Perspectives
- Pricing Models
- Procurement
- RFP
- Security
- Service Desk
- Service Levels
- Str[AI]ghtTalk
- WAN
Our joint pilot with Rivio showed the shift:
Benchmarking isn’t static anymore
HEX Index® + Sheldon turns it into decision intelligence.
Source: LinkedIn
Inflation isn’t just hitting fuel and fares, it’s quietly rewriting your vendor contracts.
If you’re in Travel, Transportation, or Hospitality, those “small” clauses are now cost leak pipelines. FX swings + wage inflation = margin erosion you didn’t approve.
The real question: Are your contracts protecting you or pricing against you?
#HEX Index cuts through the noise with the industry’s only #AI-powered #benchmarking platform, giving you real-time visibility to challenge, renegotiate, and stay ahead of inflation.
Stop absorbing. Start benchmarking.
#Inflation #Procurement #TravelIndustry #CostControl
AI has officially moved into its own pricing tier and HEX Index® data makes it clear why.
Our analysis shows AI skills are no longer bundled with traditional or niche IT capabilities. From NLP to MLOps, AI now commands a distinct premium due to its direct linkage to revenue, efficiency, and decision automation.
HEX Index® continues to track how skill economics are reshaping modern pricing models—and AI sits firmly at the top.
Source: LinkedIn
January 12, 2026 was an extinction-level event for Enterprise Software. Software is being disintermediated by the very AI tools it helped create.
The launch of Claude Cowork, built 80%+ (some say 100%, but that’s eyewash) using Anthropic’s Claude Code in a 10-day sprint, didn’t just shock the market, it confirmed what investors had begun pricing in. (My own legacy software stock portfolio is down ~30% in just two trading cycles since.)
When AI agents can build software autonomously, run workflows, and execute processes end-to-end, the VALUE EQUATION FLIPS IMMEDIATELY. If the marginal corporate dollar flows directly to AI instead of software licenses or labor, capital markets follow the same logic.
That’s why we’re seeing the unprecedented inversion: Investors are paying premium multiples for chips, traditionally considered asset-heavy, cyclical, supply-chain-exposed businesses, OVER software once prized for sticky, high-margin recurring revenue. That’s NOT noise, it’s a signal of the end to come for legacy software and software development service providers will see a significant runoff too. This 10-day sprint also signals roughly 70–90% REDUCTION in traditional human coding man-hours. If that’s not a Tsunami of revenue depletion for global software providers and Indian legacy providers, then nothing is.
In an Agentic AI world, enterprise software moats are thinner, UI/UX is redundant, switching costs weaker, and differentiation harder to defend. The winners won’t be the loudest SaaS brands of the past. They’ll be the ones embedded in AI-native workflows, outcomes, and economics. Remaining outfits? Well, they won’t remain as they’re about to learn what “recurring” really means when the stack gets rewritten.
“Behind your tunnel vision, reality fades like shadows into the night.” Ring a (division) bell?
Service Providers use financial engineering tools like discounts and credits to make deals lucrative. In many contracts, the service provider and the client contribute an amount towards innovation fund. These funds are utilized to carry out innovation projects that may include automation, digital solutioning, transformation, among others.
Navigating the intricate landscape of Population Health Management (PHM) pricing demands more than just numbers—it requires expertise. With over 60% of healthcare organizations already on the PHM journey and the market set for substantial growth, the stakes are high. Let us be your guide in unraveling the complexities of PHM investments.