Teardowns with margin math
Real AI-native companies, real numbers from public pricing pages, worked unit economics. Not opinion pieces.
real numbers
The flywheel newsletter
One teardown every Friday.
Concrete numbers, named tools, and margin math you can forward to your CFO. No fluff, no “in today’s fast-paced world” openers.
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What you’ll get
Decisions, not trend recaps
Every issue resolves to a specific action you can take this week, not another “the landscape is shifting” overview.
ship this week
Source attribution
Every benchmark cites a primary source. Every claim has a mechanism, not just an assertion.
primary sources
Quarterly refresh
We email you when a cornerstone gets a revision, so you never link to stale data.
Q1 · Q2 · Q3 · Q4
Who it’s for
Bootstrap SaaS founders shipping their own pricing page. Growth marketers at funded startups owning a channel and reporting numbers up. Heads of growth at scaling SaaS picking the frameworks the team standardizes on.
If you read Lenny’s Newsletter, First Round Review, or OpenView research and want the same density applied to AI-native SaaS economics specifically, this is for you.