Took this year’s RECODE theme a little literally. 🕹️ Heading to DPW Amsterdam to talk about the next big procurement tech category. Message me for a coffee. Real-world version of me available. ☕ #DPWAmsterdam #RECODE

Heading to DPW Amsterdam, 30 Sept to 1 Oct. Really excited to see the next gen of agentic solutions. 2026 is software as service in procurement. Something to announce on the day. Who else is going? Which new companies should I check out? #DPWAmsterdam #procurement

Sunday morning routine: coffee, padel, a new model drop. Qwen3.8-Flash-Next on a MacBook. It's good. The 27B is still the daily driver. Flash-Next has to earn it. What's your local daily driver?

What’s the next big procuretech category after @procurement orchestration and intake? I have my views but would be keen to hear yours.

The most consequential question in procurement right now isn’t whether to use AI. It’s what to do next week. 11 June. London. A procurement leader inside a frontier-model org. The procurement lead for AI at a hyperscaler. The operator who’s already shipped it across 18 markets. Three thinkers, three builders, one room #procurement #ai #operatingmodels

AI spend is about to expose a K-shaped talent model. Some roles 10x with heavy usage. Others barely move. Procurement’s job — with functional leaders — is to spot the divergence and put the investment where the multiplier is. Not equal access. Strategic access.

Anthropic just showed every software company where pricing is heading. Consumption, not seats. For procurement teams, this breaks every benchmarking model you have. But it also forces the conversation CFOs actually want — what’s the ROI per user, not the cost per seat.

Most procurement operating models were built to stay the same. The next generation will be built to get better. For 15 years we ran procurement on the SaaS model. Static workflows. Forms and clicks. Configured once. Maybe an annual update. The operating model matched the tech — optimised for consistency, not improvement. But frontier AI models improve every 2-3 months. Each generation meaningfully better than the last. New reasoning. New capabilities. Growing intelligence. Your operating model should compound at the same pace. As frontier models get better, a frontier operating model automatically absorbs those gains. You don’t need to rip and replace. You don’t need another implementation cycle. When a better model ships next quarter, your function gets better next quarter too. The SaaS operating model delivered consistent value. The frontier operating model delivers growing value. Exactly what we’re exploring today in Munich with senior CPOs at The Shift — our invite-only roundtable series on the operating model of 2030. What it requires: → Agentic systems with real feedback loops. The system improves through use, not through vendor updates. → Humans as judgment providers. They train the agents. Handle the exceptions. Set the boundaries. Their role gets more valuable, not less. → Workflow-led, not just category-led. Category strategies become living models that adapt as markets shift. → Built-in guardrails. Human oversight. Auditability. A frontier operating model isn’t a black box — it’s a system where humans and agents improve together. Not just using AI in procurement. Building procurement so it compounds.

What if your procurement function got measurably better every 90 days — without running a transformation programme? That’s the idea behind what I’m calling the Frontier Procurement Operating Model. It comes from a simple observation: Frontier AI models compound. Every 2-3 months, meaningfully better. New reasoning, new capabilities, growing intelligence. Most procurement operating models don’t. They were built for the SaaS era — static workflows, forms and clicks, configured once, rarely fundamentally better in December than January. The SaaS operating model delivered consistent value. The frontier operating model delivers growing value. Same team. Same spend. But what took 6 weeks in January takes 4 by April. Supplier risk signals get sharper each month. Sourcing recommendations improve because the intelligence layer learned from the last 200 decisions — not because someone updated a playbook. What it looks like: → Workflow-led, not just category-led. Category strategies don’t die — they become living models that adapt. → Orchestration over gatekeeping. Procurement becomes the commercial intelligence layer, not the bottleneck. → Agentic systems that actually learn. Real feedback loops. Not a chatbot on a legacy P2P system. 10-15% better per quarter on key workflows — through use, not vendor updates. → Humans as judgment providers. They train the agents. Handle the exceptions. Set the boundaries. With the right guardrails — human oversight, auditability, clear autonomy limits — this isn’t aspirational. It’s architectural. The sharpest CPOs across Europe are asking the same question right now: how do we redesign the operating model so it compounds? That’s the conversation we’ve been having across The Shift roundtable series — Amsterdam, Zurich, London — and taking to Munich next week with Zip & H&Z Is your operating model built to keep pace, or built to stay the same?

By the end of 2026, every CPO will be asked by their board: "What's your AI strategy?" Most won't have a good answer. I just sat with senior procurement leaders in Zurich for @buyersxbuilders Shift roundtable. No slides. No pitches. Just honest conversation about what happens to the operating model when AI rewrites the rules. What I can say: the themes were raw and real. The parallels to when we moved from client-server to cloud. The gap between what's being adopted top-down versus what's already happening bottom-up. The build vs buy question — and who you really want building for you. The new costs that procurement will own that didn't exist two years ago. Here's how I see the timeline playing out: Late 2026 — CPOs need to articulate their AI strategy. The pressure comes from investors and boards, not IT. 2027 — Early adopters show results. The early majority jumps in. 2028 — Legacy SaaS contracts hit renewal. Big decisions get made. 2030 — A new operating model. More value, more growth, more resilience. The strategy has to be in motion now. Next stop: Munich. If your board asked you tomorrow — what's your AI strategy? — what would you say? Thanks to our friends at @theziphq for partnering in this series with us. #Procurement #AI #TheShift #ProcurementTransformation #BuyersxBuilders

AI Founder @mitchbregs : "Software Will Build Itself in Enterprise" youtube.com/shorts/TitVxUnbx… #buyersxbuilders #procurement

Off the record. On the screen. Just launched Buyers x Builders Dispatch. Candid founder interviews. Honest takes on pricing and adoption. The patterns we keep seeing across enterprise software. Subscribe: buyersxbuilders.com/dispatch

Enterprise buying changed overnight. 12 months ago: evaluating 200-person SaaS companies Today: assessing 20-person AI-native startups You’re not buying software anymore - you’re buying into a founder’s vision. Problem: buyers and builders are talking past each other. Solution: @MatthewZiskie and I are launching Buyers and Builders. Nov 4th | London | 120 people only Best enterprise decision makers + top founders/builders. No booths. No selling. Real conversations about what’s next. buyersxbuilders.com #BuyersAndBuilders #Enterprise #AI