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The Mid-Market AI Memo.

A weekly memo on AI for $8M-$50M operators. Written from the diagnosis room, not the marketing department. No listicles, no SEO padding, no autoplay videos. Things we learn on calls with managing partners, agency principals, platform CEOs, and shop owners. We write them down here when the same observation comes up enough times to be worth a memo.

CadenceWeekly
FormatMemo-style
Audience$8M-$50M operators
CostFree
May 1 Why most mid-market AI rollouts stall in month four. Memo · May 2026. The pattern across thirty-eight rollouts: months one through three feel productive. Month four is when the work stops shipping. Three reasons, three fixes. Memo7 min May 1 Five things mid-market PE platforms get wrong about ServiceTitan AI. Memo · May 2026. Off-the-shelf ServiceTitan AI is built for the average ServiceTitan customer. PE-backed multi-brand $20M-$100M platforms are not the average customer. Five common misreads. Memo8 min May 1 An open letter to managing partners considering Karbon AI. Memo · May 2026. Karbon AI is excellent for the average CPA firm. The 30-150 pro firm with a tax-prep stack of CCH Axcess + UltraTax + ProSystem fx is not the average. The honest framing. Memo9 min May 1 The case for commissioning before hiring a Head of AI. Memo · May 2026. The pattern at firms that hire AI leads first and commission later: the queue doesn't materialize. The pattern at firms that commission first: by year two, the queue is real and the hire makes sense. Why the sequence matters. Memo7 min May 1 What we'd commission first at a $30M law firm. Memo · May 2026. If you handed us your business's calendar, your iManage permissions, and a 4-week budget, here is exactly what we'd build, in what order, and what the numbers would look like. Memo10 min

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