Thinks 1715

WSJ: “Two converging forces are driving up the cost of finding a job for many Americans. One is the exploding cottage industry of networking and job-search subscriptions, career-coaching services and artificial-intelligence tools—all capitalizing on job seekers’ frustrations in a stalled hiring market. The other is the growing length of the average job search as companies slow recruiting and leave positions unfilled. It now takes the average worker 24 weeks to find a job after losing one, nearly a month longer than a year ago, according to federal data for July. And the number of long-term unemployed is rising.”

FT: “The way maths is taught is by showing students a problem, demonstrating the method required to solve it and then assigning examples. Weaker students require numerous examples and sometimes end up simply memorising the method without understanding it. The strongest students need only one or two examples to master the concept and apply it to new problems. The ability to conceptualise and generalise distinguishes the best mathematicians. Good mathematicians solve hard problems; great ones find ways to make the hard problems easy. The strengths of AI models lie in their speed and ability to “practise” at extremely high volumes. This means they can solve very difficult problems that bear some resemblance to things they have been shown before but may struggle when given something new. This is particularly a problem for theoretical maths. The number of examples available for training drops as you move towards more advanced problems.”

SaaStr: “What’s happening in venture capital right now.  At some level, if you’re not one of the chosen few mega-startups … you’re essentially competing for table scraps. Because the Age of AI has led to not just massive rounds being raised, but those massive dollars going to the fewest companies ever.  Per Pitchbook’s latest data: 41% of all venture capital dollars deployed in the U.S. this year have gone to just 10 companies. Read that again. Ten companies. Out of thousands seeking funding…The top three AI companies (OpenAI, xAI, and Anthropic) collectively raised $65 billion—nearly one-third of all venture dollars this year.”

WSJ: “Many in the West admire China for its ability to turbocharge growth through massive feats of infrastructure building, scientific advance and promotion of favored industries. American efforts are often bogged down amid the checks, balances and compromises of pluralistic democracy. In his book, “Breakneck: China’s Quest to Engineer the Future,” author Dan Wang writes: “China is an engineering state, building big at breakneck speed, in contrast to the United States’ lawyerly society, blocking everything it can, good and bad.””

(T)Winning in Marketing’s Agentic Age (Part 1)

Near Future Story – 1

Co-created with AIs (Claude and ChatGPT).

5:47 AM, Mumbai

Ria’s phone glows softly on the nightstand. Not with the harsh buzz of an alarm, but with a gentle pulse from her (Ria) BrandTwin—RBT. It’s been orchestrating behind the scenes all night, not just reviewing products, but conducting a symphony of data: social sentiment shifts, micro-trends emerging from Tokyo Fashion Week, the weather forecast for her afternoon client meeting, even the colour psychology of her calendar appointments.

“Morning brief ready,” RBT whispers through her earbuds as she stretches. “Also, that emerald blazer you bookmarked last month? It’s back in stock, but only three pieces. Matches perfectly with the presentation deck colours for the venture capital pitch next Tuesday.”

Ria smiles. RBT doesn’t just know her size or preferred brands. It understands the unspoken—how she gravitates towards structured pieces before important meetings, how she experiments with colours when feeling creative, how her style shifts between her consulting work, startup advisory, and family gatherings. It knows the different “Rias” that surface depending on the day, mood, event, or even the weather. It’s not artificial intelligence pretending to be human; it’s something more profound—a digital extension of her own decision-making patterns, refined and accelerated.

The Evolution

Eighteen months ago, fashion shopping meant drowning in a tsunami of irrelevance. Three emails a week stuffed with “You might like…” spam that pushed her away rather than pulled her in. The website’s “Recommended for You” section was a joke, suggesting summer dresses in December because she’d browsed them six months earlier. Push notifications that only pushed her away. She’d given up on the brand’s WhatsApp broadcasts after the fifteenth “exclusive” offer that wasn’t exclusive at all.

The crisis point came during Diwali shopping. Forty-seven browser tabs open. Three abandoned carts across different sites. Hours wasted, and still nothing that felt right. Back then, her “relationship” with the brand was a messy tangle of browsing the site, scrolling through the app, clicking whatever came via email, WhatsApp, or RCS. There was no single place to speak and be understood. She remembers thinking: In physical stores, a good associate would remember my style, my past buys, my unspoken cues—and instantly pull out just the right pieces from the rack. Why is digital shopping moving backwards?

Then came the invitation: “Create your BrandTwin—your personal agent that puts you first.”

The New Reality

RBT wasn’t trained on generic customer data. It learned her. Her Pinterest boards, her Instagram saves (with permission), her return patterns, her weather-based choices. More importantly, it learned her aspirations—the gap between who she was and who she was becoming. When she started consulting for sustainable fashion startups, RBT gradually introduced eco-conscious pieces. When she mentioned wanting to appear more authoritative in board meetings, it subtly shifted recommendations towards power silhouettes. It had become her digital double, but one that lived slightly in the future, seeing possibilities she hadn’t yet imagined.

“Three things for today,” RBT continues as Ria makes her coffee. “First, your saved cart. I’ve added the white silk shirt—you’ll need it for the Kolkata conference. Second, there’s a limited collaboration dropping in two hours that matches your ‘architectural minimalism’ board. I’ve pre-registered you for early access. Third—and this is interesting—four items from your wardrobe would complete stunning looks with just one new accessory. Shall I show you?”

This last bit is what Ria loves most. RBT isn’t trying to maximise her spending. It’s maximising her satisfaction. It curates with her interests at the centre, even when that means showing fewer items or suggesting she might find something cheaper elsewhere. That trust is why she checks it daily—not because she has to, but because she wants to. The brand had initially resisted this approach—less spending, lower revenues? But they discovered something counterintuitive: customers whose agents helped them shop smarter, not more, had 3x higher lifetime value. Trust, it turned out, was the ultimate currency.

The Conversation

“RBT, I’m thinking about the Taylor Swift concert next month,” Ria says while reviewing the morning’s curation.

“Already on it. I’ve been tracking the fashion sentiment around her Mumbai stop. Interesting trend: people are moving away from obvious fan merchandise towards vintage-inspired pieces that reference her eras subtly. I found three options that would work—want the full concert experience package or just outfit suggestions?”

“What’s the experience package?”

“Outfit, pre-concert dinner reservation at that new rooftop you bookmarked, and I can coordinate with your friend Ananya’s agent—she’s going too. Your agents can ensure your outfits complement without matching. Very ‘deliberate but effortless.'”

Ria laughs. The idea of agents talking to agents still amazes her. Last week, RBT coordinated with her sister’s BrandTwin to ensure they didn’t buy the same dress for their cousin’s wedding. The week before, it negotiated with a restaurant’s agent to handle her dietary preferences without the awkward “I’m gluten-free” conversation.

Thinks 1714

FT: “Companies in China’s hypercompetitive AI industry at first focused on undercutting each other’s prices for closed-source models. That competition has extended in recent months to open-source models as everyone fights for adoption and public recognition. “Chinese companies often prioritize user stickiness over immediate revenue,” said Charlie Chai, a Shanghai-based tech analyst at 86Research. While startups have a window to attract users, it won’t last long, analysts said, and larger tech companies are often best-positioned to cash in on a big user base by offering related services such as specialized apps or cloud services. “This Darwinian life-or-death struggle will lead to the demise of many of the existing players, but the intense competition breeds strong companies,” wrote Andrew Ng, head of Silicon Valley startup DeepLearning.AI.”

WSJ: “A hybrid approach called neurosymbolic AI is gaining traction with a few companies, notably including Amazon, as developers push AI beyond neural networks’ comfort zone. ChatGPT and other generative AI tools can predict the next word in a sentence astonishingly well, but they can’t always determine whether something is true when there are only limited examples to rely on. And they can deliver even extraordinarily wrong answers with irrational confidence. That can’t be tolerated as models begin to take action on behalf of people or companies…Imandra’s hybrid models combine neural networks with a form of symbolic AI called automated reasoning to serve markets including financial services, autonomous systems and government and defense. Neurosymbolic AI has another advantage, according to Passmore: cost. Unlike pure LLM deployments requiring clusters of expensive graphics processing units, neurosymbolic agents split their workloads. They use GPUs to handle language understanding and standard CPUs to manage complex reasoning and verification.”

Notion CEO Ivan Zhao: “Our sweet spot is more on the things that you need to put in a database. Another way to think about it is like, what is Microsoft Access but for the 2020s, and AI native? Most SaaS is kind of like a relational database, storing some kind of system record of your company, and one workflow on top of that. That’s the part that neither Microsoft nor Google touches today. There are spreadsheets, but there are not many database use cases. We want to consolidate and commoditize that, and give people the LEGO of those database use cases, such as project management and ticket tracking. Some companies use them for CRM, or managing application trackers. For reporters, you can manage all your leads and the stories. Those are database use cases…If you think about what’s happening in software right now, software is largely people providing the tools for humans to use, and more and more companies are realizing, “Wait a second, we have this new thing called a language model. It’s like a human mini-intern in a box, and we should design our software to teach AI how to use it so humans can ask AI to do the work and use the tools, and humans can do way more things with it.””

PwC on igniting growth: “Ignite innovation everywhere. Start by examining your business, operating and energy models, as these areas are the most likely to require big changes. As industry boundaries blur, smart companies will seek out new ways to transform how they create, deliver and capture value. Master the right sources of advantage. As you chase new growth opportunities, which foundational sources of advantage will you rely on, and how robust are they? Turn obstacles into enablers. Last, competing in the coming decade will require transforming today’s obstacles into enablers of growth. Common blockers include slow decision-making, poor resource allocation and insufficient capabilities needed to succeed as part of an ecosystem.”

A New Email Inbox: From Digital Wasteland to Daily Destination

Published September 10, 2025

1

Overview

The personal email inbox has been evolving through the years, but not always for the better. A long time ago, it was filled with personal emails from friends and family—genuine correspondence that mattered. Then, brands started communicating with us through marketing messages and transactional receipts. Newsletters also found a place, bringing curated information directly to our attention. Soon, however, spam filled the inbox, transforming what was once a trusted communication channel into a digital wasteland. The personal emails moved on to other channels—instant messaging, social media, and messaging apps—leaving behind an inbox dominated by commercial clutter.

Throughout this entire period, the only meaningful evolution in email format was the shift from plain text to better-looking HTML. Yet despite this cosmetic improvement, emails remained fundamentally limited, serving a single purpose: to either inform recipients or secure a click to a landing page on a website or app. This binary function—inform or redirect—represented a massive missed opportunity in an increasingly interactive digital landscape.

Today, we stand at the threshold of email’s renaissance. A number of transformative technologies are poised to revolutionise the email inbox in the coming years, moving it beyond simple information delivery toward genuine engagement:

  • AMP is making emails truly interactive—transforming static messages into mini-apps inside the inbox. Rather than redirecting users to external websites, AMP enables complete transactions, real-time content updates, and dynamic experiences entirely within the email environment. This eliminates what I call the “click-through penalty”—the devastating 80-90% drop-off that occurs when customers must leave their trusted inbox to complete actions elsewhere.
  • AI is revolutionising both email creation and consumption. It is making crafting personalised emails effortless while simultaneously helping users manage their inbox overload and subscription complexity. These intelligent systems can understand individual preferences, optimal timing, and content relevance at unprecedented scale.
  • AI Agents will fundamentally transform email consumption by providing intelligent summaries, prioritisation, and contextual insights. Rather than drowning in volume, users will receive curated, actionable information tailored to their specific needs and interests.

As I wrote in Email’s Twelve: Architects of the Attention Revolution:

Email’s Twelve [are] a carefully orchestrated collection of innovations working in perfect synchronisation to execute the ultimate heist. Not stealing money from a casino vault, but something far more valuable: stealing back the $500 billion in AdWaste currently held hostage by Google and Meta’s surveillance advertising empire.

Like Ocean’s crew, each element has a distinct role. Gmail provides the universal platform with 2 billion users. AMP delivers the technical backbone for interactive experiences. Mu creates the subject line signal and psychological rewards that drive habitual engagement. AI Agents orchestrate personalisation at unprecedented scale. QUEST establishes the daily appointment viewing that makes inbox checking irresistible. NeoLetters transform static newsletters into dynamic, updating experiences. The Brand Daily creates habit-forming relationship emails that customers genuinely anticipate and create mental salience. SmartBlocks turn neglected email footers into functional engagement zones. ZeroCPM eliminates sending costs, liberating brands from volume constraints. ActionAds enable frictionless interaction and commerce for monetisation. NeoN-PII provides authenticated targeting that cuts reacquisition costs by 30-50%. Alpha delivers measurable growth outperformance that proves the entire system works. Together, they transform email from marketing afterthought into the primary channel for customer engagement, converting a perceived cost centre into a proven profit engine.

This is a complete ecosystem redesign that makes email as addictive as social media while generating sustainable value for brands, publishers, and users alike. The mission: eliminate AdWaste, end the attention recession, and restore email’s rightful place as the internet’s most powerful engagement platform.

In this essay, I will bring together insights from my past writings to examine five specific innovations in the emails we receive that will restore the email inbox’s past glory and reclaim our daily attention: SmartBlocks enhancing transactional emails, Epps (Email Apps) embedded in marketing mails, games like QUEST for habit creation, NeoLetters replacing plain vanilla newsletters, and The Brand Daily for relationship building. These innovations constitute a fundamental reimagining of what email can become in the attention economy. Together, they address the core challenge of attention recession—not by competing for fleeting moments of distraction, but by making the inbox itself a destination worth visiting daily.

2

History

I asked AIs (Claude and ChatGPT) to draft a short history of the email inbox.

The email inbox has undergone a dramatic transformation since its inception in the early 1970s. Originally conceived as a digital replacement for internal memos, email quickly became the backbone of digital communication, evolving from a simple messaging tool into one of the most fiercely contested spaces in the digital economy.

The Spartan Beginning (1970s)

In its early days, inboxes were spartan tools used almost exclusively for person-to-person correspondence. Ray Tomlinson’s 1971 innovation of sending the first networked email on ARPANET established the @ symbol format we still use today, but these early systems served a narrow purpose. Messages were brief, infrequent, and largely professional—digital replacements for traditional office memos within academic and military networks.

During this foundational decade, companies like IBM developed Office System (OFS) in 1974, while CompuServe began offering electronic mail for intraoffice memos in 1978. These proprietary systems operated in isolation, serving specific organisations rather than connecting the wider world. The inbox was purely functional: a digital filing cabinet for essential communications.

The Personal Communication Revolution (1990s)

As internet adoption surged in the 1990s, email evolved into a personal communication platform. Services like Hotmail and Yahoo! Mail introduced web-based inboxes, enabling global access and mass adoption. Tim Berners-Lee’s introduction of HTML in 1991 transformed email from plain text into visually rich communications, though this initial version included only 18 tags.

Personal exchanges, newsletters, mailing lists, and notifications began to crowd inboxes for the first time. This period also saw the rise of spam, prompting the first major battle for inbox attention—between legitimate senders and unwanted junk. The inbox began to diversify beyond simple correspondence, setting the stage for future complexity.

The Marketing Invasion (2000s)

By the 2000s, marketers had discovered email’s value: direct, scalable, and inexpensive. The inbox began to bifurcate dramatically. On one side were transactional emails—order confirmations, shipping alerts, password resets. On the other, promotional emails—deals, discounts, and newsletters. Email marketing software emerged, powering increasingly sophisticated campaigns with segmentation, A/B testing, and personalisation.

Gmail’s 2004 launch raised competitive standards with a gigabyte of storage, conversation threading, and later, automatic email-sorting with tabbed inboxes. The BlackBerry 5810 in 2002 marked the beginning of mobile email, while the iPhone’s 2007 debut revolutionised mobile communication entirely. Email was now a vital marketing channel, but this also led to inbox fatigue as relevance gave way to volume, and engagement started to decline.

Platform Competition and Mobile Dominance (2010s)

The 2010s brought fierce new competition for the inbox. Messaging apps like WhatsApp, Slack, and Facebook Messenger began to siphon off casual communication. At the same time, mobile notifications from apps offered more immediate, visually engaging alternatives. Gmail responded with tabs (Primary, Promotions, Social), while spam filters became increasingly sophisticated. Promotional emails were increasingly quarantined—seen but rarely opened.

Simultaneously, inbox types multiplied exponentially. Transactional, promotional, personal, and social updates now competed with newsletters, alerts, receipts, and system-generated messages. Brands flooded inboxes hoping for slivers of attention, but this volume-first approach resulted in declining open rates and diminishing ROI. By this period, 50-60% of emails were being opened on mobile devices, forcing dramatic changes in design and strategy. Email was no longer dead—but it was certainly drowning.

The Attention Recession and Renaissance (2020s)

The 2020s have brought both unprecedented challenges and a potential renaissance. Marketers now face an “attention recession” as inboxes grow more crowded and user engagement drops. Apple’s Mail Privacy Protection in 2021 complicated tracking, while ChatGPT’s late 2022 debut sparked debates about AI’s impact on email marketing.

But innovation is returning with vigour. Interactive emails (via AMP), embedded commerce, gamification, and AI-powered personalisation are reshaping the inbox experience. Email has evolved into a multifunctional app layer—capable of hosting forms, surveys, and even full shopping journeys without requiring users to click away. Today, a majority of all emails are opened on mobile devices, with the average human’s attention span being merely 1.9 seconds for scanning headlines.

The Enduring Platform

Despite repeated predictions of its demise, email remains unmatched in its universality, cost-efficiency, and directness. Unlike social media or messaging apps, it is an open protocol not owned by any single platform, giving senders a degree of control and permanence unavailable elsewhere. Email marketing continues to generate excellent ROI, proving its enduring commercial value.

The Contested Future

Today’s inbox is a fiercely contested space—part utility, part media feed, part commerce channel. The modern inbox represents a paradox: while email remains one of the most powerful communication tools ever created, it has also become a source of information overload, leading to “email bankruptcy” where users ignore large numbers of messages after falling behind.

Its future will likely be shaped by AI agents, richer interfaces, and better value exchange. The winners won’t be those who shout loudest, but those who deliver relevance, utility, and trust—reviving the inbox not as a dumping ground, but as a destination. The next chapter in email’s history will focus on solving this fundamental attention challenge through innovation that serves users rather than overwhelming them.

3

Changes

I asked Perplexity about how the email inbox is changing and what its future holds.

The email inbox is undergoing a significant transformation shaped by advances in technology, changing user behaviours, and rapidly evolving business needs. Here’s how the inbox is changing—and what its future looks like:

Recent Changes to the Inbox

  • Customisable Layouts and Filtering: Platforms like Gmail and Outlook have shifted from a simple chronological list to offering highly customisable inbox views—such as “Priority,” “Unread First,” and “Multiple Inboxes”—and automatic filtering into tabs like Primary, Social, Promotions, and Updates. This helps surface important messages and reduces clutter.
  • Automation and Clean-up Tools: Modern inboxes now integrate tools for smarter sorting, easier spam management, automatic labelling, and features like “Read Later” or “Snooze” to help users manage information overload and keep their inbox tidy.
  • Enhanced Personalisation: Services analyse user behaviour to prioritise or highlight emails most relevant to each individual. Some use algorithms to float urgent or important messages to the top, customised for your patterns.

The Future of the Inbox: What to Expect

  1. AI-Powered Intelligence
  • Contextual Prioritisation: Artificial intelligence will increasingly predict which emails matter most to you in real time, surfacing key messages while suppressing noise and spam.
  • Smart Actions & Summaries: Email clients will offer AI-generated summaries of long threads, automatic reply suggestions, and context-aware prompts for quick action—streamlining both reading and responding to messages.
  1. Interactivity
  • Interact Without Leaving Inbox: Inboxes will enable direct interaction with embedded forms, polls, videos, transaction modules (like purchases or RSVPs), and even live content, making the email itself a hub for getting things done.
  • Voice and Gesture Integration: Email is starting to integrate with voice-activated tools, so users can navigate, sort, or respond hands-free.
  1. Smarter Organisation & Engagement
  • Non-Chronological Sorting: Expect inboxes to organise mail by relevance, engagement, or sender, not just by time, using AI to personalise our email flow.
  • Agentic Automation: “Agentic” AI will automate much of the routine triage—like unsubscribing, scheduling, or following up—making manual inbox management increasingly obsolete.
  1. Privacy, Security & Declutter
  • Greater User Control: Enhanced privacy tools, smarter unsubscribe prompts, and email expiration dates will declutter inboxes and put more power in users’ hands.
  • Security & Compliance: Providers and brands must now comply with stringent privacy and deliverability rules, and AI-driven compliance monitoring will continue to grow.
  1. Accessibility & Inclusivity
  • Universal Design: Improved accessibility features (like dark mode, voice commands, and real-time translation) are making inboxes friendlier for diverse users globally.
  1. Hyper-Personalisation at Scale
  • Data-Driven Content: AI will deliver tailored content based not just on past clicks but on nuanced predictions of future needs, at the individual segment or even user level.

In summary: The inbox is rapidly evolving from a static list of emails to an intelligent productivity tool—powered by AI, hyper-personalisation, and interactivity—that proactively helps users focus, act, and connect in smarter, safer, and more accessible ways than ever before. The future will see inboxes that are less cluttered, far more interactive, and truly tailored for each user’s needs and business context.

4

SmartBlocks and Epps

For too long, the email inbox has been a static space—filled with transactional alerts and promotional clutter, demanding our attention while offering little in return. But in today’s attention-starved world, this model is broken. Emails are no longer just fighting for opens and clicks—they’re battling to become meaningful destinations. Two powerful innovations are leading this renaissance: SmartBlocks and Epps (Email Apps). Together, they are not just transforming what emails look like—but what they do.

SmartBlocks: Dynamic Engaging Footers

In the traditional world of email, footers were afterthoughts—forgotten spaces filled with legalese, disclaimers, and social links that were rarely seen and almost never clicked. But SmartBlocks are reimagining this neglected real estate as functional engagement zones: modular, dynamic strips of content embedded in every email that deliver genuine value to both users and brands.

A SmartBlock functions like an intelligent widget that adapts to context—displaying customer-specific order trackers, real-time reward points, time-sensitive recommendations for brands, or most-read stories and personalised nudges for publishers. Crucially, these blocks update in real time using AMP and include micro-app functionality, allowing users to interact, purchase, or respond directly without ever clicking away.

Beyond delivering immediate value, SmartBlocks transform into sophisticated zero-party data collection engines—capturing information customers willingly share through quick polls, preference sliders, or contextual prompts about interests, communication frequency, or product categories they’re exploring.

The key advantage is frictionless engagement: because interactions happen entirely within the email environment, users are significantly more likely to participate than if redirected to external forms. Simple sliders asking “How often would you like updates?” become effortless when requiring no departure from the inbox.

Over time, this continuous input enables marketers to fine-tune content, timing, and offers based on evolving real-time preferences rather than static assumptions. Generic email blasts transform into truly personalised experiences driven by actual user feedback rather than educated guesses.

SmartBlocks make every email a service touchpoint, compounding engagement and utility while turning passive communications into recurring value-delivery moments. They function as a persistent, trusted mini-dashboard where users can check what matters most.

Epps: Email Apps

While SmartBlocks repurpose neglected space, Epps redefine the entire purpose of marketing emails. Think of them as full-fledged mini-applications that operate seamlessly inside the inbox. Built using AMP technology, they enable users to browse catalogues, configure products, complete surveys, or book appointments—all without leaving the email environment.

The genius of Epps lies in eliminating the “click-through penalty”—the devastating 80-90% drop-off that occurs when users must navigate from inbox to browser to brand website. With Epps, brands can bring the entire customer experience directly into the email itself, resulting in dramatically higher completion rates, smoother customer journeys, and genuinely frictionless engagement.

What makes Epps even more compelling is their potential for sophisticated personalisation and context-awareness. AI can dynamically tailor the content of each Epp to individual behaviour patterns and preferences—ensuring what users see is relevant, timely, and genuinely helpful. Envision an Epp functioning as a personalised mini-storefront for e-commerce, a comprehensive self-service portal for financial services, or an intelligent content curation engine for media—all delivered inside the most habitual digital space: the inbox.

Together: An Inbox Reborn

SmartBlocks and Epps don’t merely enhance email—they fundamentally reprogram its utility and purpose. They mark a decisive shift from monologue to dialogue, from interruption to genuine interaction. In doing so, they unlock entirely new monetisation models—whether enabling ActionAds, dramatically reducing reacquisition spending, or simply improving retention by making every customer touchpoint genuinely valuable.

In a world where inboxes are drowning in irrelevance and fighting an attention recession, SmartBlocks and Epps offer a compelling way forward. They reclaim attention not by demanding it through volume or manipulation, but by earning it consistently—one interactive moment, one dynamic experience, one meaningful engagement at a time. Together, they transform the inbox from an overwhelmed dumping ground into a destination users genuinely want to visit.

Additional Reading

5

Games, NeoLetters, The Brand Daily

Even as marketing emails get transformed with interactivity and an in-place engagement mindset, the email inbox needs some magnets to bring users to open it multiple times daily. Three new formats make that happen: interactive games, app-like newsletters, and value-enhancing emails from brands. One common feature of these emails: all are sent at the same time daily to create ‘atomic habits’ in our lives.

Email Games: QUEST as the Daily Appointment Viewing Killer App

QUEST (QUick Engagement & Smart Trivia) solves email’s most fundamental problem: the absence of a daily ritual that makes inbox checking genuinely rewarding. Delivered precisely at the same time each day—imagine 12:30 PM—QUEST transforms scattered email attention into focused appointment viewing through the irresistible combination of learning, competition, and earning.

The genius lies in its simplicity: ten carefully crafted questions spanning current affairs, culture, and knowledge, delivered through AMP’s interactive interface with 10-15 second response windows. Players earn Mu points based on accuracy and speed, with social leaderboards creating water-cooler conversations that extend engagement beyond the inbox. Unlike traditional quiz apps that demand dedicated time, QUEST integrates seamlessly into existing email habits, making intellectual stimulation as routine as checking messages.

The psychological impact is profound. QUEST creates what behavioural scientists call “appointment behaviour”—the scheduled engagement that transforms casual users into habitual ones. This daily intellectual dopamine hit doesn’t just capture attention; it trains users to anticipate and value their inbox interactions.

This idea could be expanded to other games played in the email inbox without the need for opening separate apps. Imagine daily Wordle-style word puzzles, Spelling Bee challenges, mini-crosswords, Sudoku grids, “Connections” category games, spot-the-difference visual puzzles, or even prediction markets where users forecast daily events. Each game email could arrive at its designated time, creating multiple daily appointment moments that transform the inbox into an entertainment destination.

NeoLetters: Dynamic News That Lives and Breathes

NeoLetters reimagine how news media engages audiences by transforming static newsletters into living documents that update throughout the day. Rather than sending multiple emails about breaking developments, NeoLetters evolve in real-time, with new information seamlessly integrated into the original message each time it’s opened.

This innovation addresses a fundamental problem in news consumption: fragmented attention across multiple updates. Instead of chasing readers across social platforms with abbreviated alerts, publications can deliver comprehensive, contextual coverage that deepens with each visit. A business publication’s NeoLetter might begin with morning market summaries but expand to include afternoon developments, expert analysis, and evening wrap-ups—all within a single, continuously evolving email experience.

Story consumption becomes seamless through intelligent in-place expansion—full articles appear as elegant pop-ups within the email itself, eliminating the “click-through penalty” that typically loses 80-90% of readers during redirection to external websites.

The Brand Daily: Habit-Forming Utility Emails

The Brand Daily represents the most ambitious engagement innovation: transforming promotional emails into genuinely useful daily utilities that customers anticipate rather than ignore. Built around the 7M Framework—Mark (visual identity), Mu (rewards), Magnets (intellectual hooks), Message (dynamic content), Me (personalisation), Mechanics (interactivity), and Monetisation—The Brand Daily creates authentic relationships through consistent value delivery.

Consider a coffee roastery’s Brand Daily: instead of weekly promotional blasts, customers receive daily emails featuring brewing tips, origin stories, weather-based recommendations, and quick coffee trivia—all personalised to their purchase history and preferences. Magnets might include daily “Coffee IQ” questions, while Microns deliver 30-second brewing tutorials. Interactive elements enable live inventory displays, in-email shopping, and real-time personalisation based on customer behaviour.

The transformation dramatically improves engagement rates as emails evolve from marketing interruptions into anticipated daily touchpoints. Most importantly, The Brand Daily creates mental salience—ensuring brands occupy mindshare even when customers aren’t actively purchasing. Through consistent value delivery, brands become trusted advisors rather than intrusive advertisers.

The Atomic Habit Revolution

Together, these three innovations work synergistically to create what I call “inbox gravity”—a psychological pull that makes users instinctively reach for their email throughout the day. They solve the attention recession not through desperate volume tactics but by making inbox experiences genuinely valuable. By arriving at consistent times and delivering predictable value, they transform the inbox from an overwhelmed dumping ground into a destination users genuinely want to visit—one meaningful interaction at a time.

Additional Reading

6

Rebirth and Nirvana

When I was young, I was captivated by the Phantom comics. It was only later I realised the enduring power of ‘The Ghost Who Walks’ and ‘The Man Who Cannot Die’—a legend that has persisted across many generations, with each Phantom passing the mantle to the next, creating an unbroken chain of presence and purpose. Email has been remarkably similar—even as countless obituaries have been written predicting its demise, it remains steadfastly present, outlasting every supposed “email killer” from instant messaging to social media to messaging apps.

Yet email today faces its greatest existential challenge. In a world where attention spans are shrinking and fragmenting across countless digital attractions and distractions, the medium that once commanded respect and engagement has become background noise. Email Service Providers (ESPs) seem to have surrendered their role as innovators, content to function as digital postmen, mechanically delivering whatever messages brands provide without questioning whether the format itself needs fundamental reimagining. Marketing managers, meanwhile, have accepted the limitations of a medium that forces them to push for clickthroughs to external properties, tolerating the devastating 80-90% drop-off rates as an unavoidable cost of doing business.

But the times—they are changing. And with them comes unprecedented opportunity for transformation.

Thanks to the convergence of AMP, AI, and agents, we stand at the threshold of email’s rebirth—creating an entirely new inbox experience. This isn’t mere incremental improvement—it’s a complete reinvention of email’s fundamental architecture. The static, one-way broadcast model that has dominated for decades is giving way to dynamic, interactive, intelligent experiences that can adapt in real-time to individual preferences and behaviours.

In a world experiencing profound disruption through AI, we must also step back and ask: what will remain constant? What foundations can we build upon that won’t be swept away by the next technological revolution? Email represents one such enduring construct—an open, universal protocol that belongs to no single platform or corporation. Unlike social media feeds controlled by algorithmic gatekeepers or messaging apps locked within proprietary ecosystems, email remains fundamentally democratic and accessible.

This is why, even as marketing pundits proclaim ‘the death of email,’ I prefer to envision something far more profound: a renaissance that delivers what I call consumer nirvana—genuine enlightenment in the attention economy where value flows to users rather than being extracted from them.

The Economic Revolution

Done right, these email innovations can take an axe to the $500 billion AdWaste problem and the crippling 20-30% revenue taxes that brands currently pay to adtech platforms, digital marketplaces, and discount-driven customer acquisition. The mathematics are compelling: when brands can engage customers directly through valuable daily touchpoints, the expensive cycle of losing attention and buying it back through paid advertising simply breaks.

Attention is upstream of everything—transactions, loyalty, advocacy, and growth. While email faces competition from WhatsApp, SMS, RCS, and push notifications, no other channel combines email’s unique advantages: complete openness, universal accessibility, cost-effectiveness, and freedom from platform dependency. For brands seeking systematic, sustainable, Rule of 40 profitable growth, the path forward requires building daily attention and mental salience. In today’s fractured media landscape, only email possesses the foundational characteristics to make this transformation possible.

The New Phantom

Like the Phantom legend, email’s true power lies not in any single innovation but in its ability to continuously evolve while maintaining its essential identity. The interactive emails, gamified experiences, dynamic newsletters, and intelligent personalisation we’ve explored represent the next generation—not replacing email but fulfilling its ultimate potential.

The inbox of tomorrow won’t just deliver messages; it will deliver experiences, utility, entertainment, and genuine value. In doing so, it will reclaim its rightful place as the internet’s most powerful engagement platform—not through manipulation or interruption, but through consistent value creation that benefits brands, publishers, and users alike.

The ghost walks again. The legend continues. Email’s greatest chapter is yet to be written.

Thinks 1713

via Arnold Kling: “We’ve moved from maps of knowledge to direct conversations with knowledge.”

Mint: “[Salesforce India CEO Arundhati Bhattacharya] made a simple yet impactful change: Instead of celebrating the booking of large orders, which was the tradition, the company now only marks success when 80% of the project is up and running. “It wasn’t just about closing a sale anymore; it was about adoption at the customer’s end,” she says. This shift also encouraged collaboration among the various teams involved in implementation.”

SaaStr: “Prototypes and Proof-of-Concept applications [are] perhaps the strongest use case for vibe coding. When you need to validate an idea, demonstrate functionality to stakeholders, or create a working mockup for developers to reference, vibe coding is perfect. The key insight: these applications aren’t meant for production. They’re communication tools, validation experiments, or technical specifications made visual. Since they won’t handle real users or real data, you can focus purely on demonstrating core functionality and user flows. Many successful SaaS companies have started with vibe-coded prototypes that helped them secure funding or validate market demand before investing in proper development.”

ET: “Microsoft is rewriting its playbook. Satya Nadella has told employees that the company’s identity as a “software factory” is no longer enough for the challenges and opportunities ahead. In a memo, he wrote: “We must reimagine our mission for a new era. When Bill founded Microsoft, he envisioned not just a software company, but a software factory, unconstrained by any single product or category. That idea has guided us for decades. But today, it’s no longer enough.” Nadella’s plan is to turn Microsoft into what he calls an “intelligence engine” — a platform designed to make artificial intelligence available to everyone, everywhere…He envisions a world where “all 8 billion people could summon a researcher, an analyst, or a coding agent at their fingertips, not just to get information but use their expertise to get things done that benefit them.””

ZeroBase: A New Business Model for the Agentic Marketing Era (Part 8)

Marketer Story

Maya Nair, CMO of Botanica Beauty, a £25M D2C skincare brand, sat across from Alex, Progency’s VP of Growth Partnerships, in her London office. The quarterly board meeting was just two weeks away, and Maya’s biggest challenge remained unsolved: how to grow revenue whilst improving profit margins in an increasingly competitive market.

Alex: Maya, I’ve reviewed Botanica’s customer data, and I can see why you’re frustrated. You’ve got 40,000 customers in what we call the ‘Rest’ segment—they’ve purchased before but their engagement has declined significantly. That’s roughly 40% of your database generating just 30% of your revenue. What if I told you we could double their contribution without any upfront cost to you?

Maya: I’ve heard this before, Alex. Every martech vendor promises better engagement and higher returns. What makes Progency different? And what’s this ‘ZeroBase’ model you had mentioned in your email?

Alex: ZeroBase means exactly what it sounds like—you start at zero cost. No monthly fees, no implementation charges, no platform subscriptions. We only get paid when we generate measurable revenue increase from your Rest customers above their current baseline. If we don’t deliver results, we don’t earn anything.

Maya: (leaning back) That sounds too good to be true. How do you stay in business if you’re working for free?

Alex: Because we’re not working for free—we’re betting on our ability to deliver results. We use AI agents that operate 24/7, personalising experiences for each customer based on their purchase history, browsing behaviour, and engagement patterns. When these customers increase their spending, we earn a percentage of that incremental revenue. Last quarter, our average client saw 70% uplift in Rest customer revenue.

Maya: 70%? Come on, Alex. I’ve been in marketing for fifteen years. Those numbers don’t add up. What’s the catch?

Alex: No catch, but let me be transparent about the challenges. First, we need deep integration with your customer data and purchase systems. Second, it takes 90-120 days to see meaningful results—this isn’t a quick fix. Third, we focus specifically on Rest customers, not your entire base. And fourth, our success depends on having quality data about customer behaviour.

Maya: Okay, so you’re not promising overnight miracles. But how do I know you won’t just spam my customers and damage our brand reputation?

Alex: That’s exactly why ZeroBase works in your favour. If we damage relationships, those customers spend less, not more, and we don’t get paid. Our AI agents are trained on your brand voice and values. Every communication feels authentically Botanica. We’re not sending more emails—we’re sending smarter emails. Quality over quantity.

Maya: (pulling up spreadsheet on laptop) Let me show you our problem. Our Rest customers spent an average of £85 last quarter, down from £120 the previous year. We’ve tried reactivation campaigns, discount offers, new product launches—nothing moves the needle meaningfully. How would your approach be different?

Alex: Traditional reactivation treats all Rest customers the same—send everyone a 20% discount and hope for the best. Our AI agents create individual customer twins that predict what each person actually wants. Sarah might need a skincare routine refresh, while Jessica is price-sensitive and responds to bundled offers. David might be interested in your new men’s line but doesn’t know it exists. We personalise at the individual level, not segment level.

Maya: Individual level sounds expensive. How do you make the economics work?

Alex: That’s the beauty of our AI Agents Collective—they scale infinitely without proportional cost increases. One agent can simultaneously personalise for thousands of customers. The marginal cost of adding another customer approaches zero, whilst the marginal revenue from better personalisation keeps growing. It’s why we can afford ZeroBase pricing.

Maya: (checking her phone) I’ve got a board meeting in two weeks where I need to show a path to improved margins. Even if your approach works, how quickly can we see results?

Alex: For your board meeting, we can implement tracking and start showing engagement improvements within two weeks. Meaningful revenue impact typically shows in 60-90 days. But here’s what I’d propose for Botanica: let’s start with just 25% of your Rest customers—about 10,000 people. If we can’t show clear results within 90 days, you’ve lost nothing except some data integration time.

Maya: What kind of results are you talking about specifically?

Alex: Based on Botanica’s data, I’m confident we can move your test group from £85 average quarterly spend to £130-150 within 90 days. That’s roughly £450,000 to £650,000 in incremental revenue from just the test group. Our fee would be 15% of the incremental revenue above the £85 baseline.

Maya: (calculating on her laptop) So you’re saying if each customer goes from £85 to £150, that’s £65 incremental per customer. Times 10,000 customers is £650,000 additional revenue. Your 15% would be… £97,500. And if they only improve to £130, you’d earn £67,500.

Alex: Exactly. And if they don’t improve at all, we earn nothing. But Maya, here’s the crucial part—this isn’t a one-time boost. As our AI agents learn more about your customers’ preferences and behaviours, performance compounds over time. Quarter two typically shows even better results than quarter one.

Maya: What about attribution? How do I know the revenue increase comes from your interventions versus natural customer behaviour or our other marketing efforts?

Alex: We create a control group from your Rest customers—similar profiles, purchase histories, and engagement levels. The control group receives your standard marketing whilst the test group gets our AI-powered personalisation. We measure the difference between the two groups to isolate our impact. Clean attribution is crucial for ZeroBase to work.

Maya: (pausing thoughtfully) I have to ask—what’s your success rate? How many clients actually see these results?

Alex: Honestly? About 85% of our clients achieve meaningful uplift within the first 90 days. The 15% who don’t typically have data quality issues or unrealistic baseline expectations. That’s why we’re selective about partnerships and why the pilot approach makes sense.

Maya: And the clients who do succeed—what happens next?

Alex: Most expand the programme. Once you see 10,000 Rest customers generating an extra £650,000 quarterly, the natural question becomes: what about the other 30,000 Rest customers? That’s when ZeroBase really demonstrates its value—scaling proven results across your entire underperforming segment.

Maya: (closing laptop and leaning forward) Alex, I’ll be direct. I’ve been burned by marketing vendors before. Lots of promises, fancy dashboards, but no real business impact. Your ZeroBase model addresses my biggest concern—paying for results, not just activity. But I need to protect Botanica’s brand and customer relationships.

Alex: I completely understand, Maya. That’s why I’d suggest starting with your most disengaged Rest customers—the ones spending the least and engaging the least. If our approach damages those relationships, you’re not losing much. But when it works, you’re reactivating revenue you’d essentially written off.

Maya: (standing up) Alright, Alex. I’m willing to try this with 10,000 of our lowest-engagement Rest customers. But I want weekly reporting, complete transparency on what communications are sent, and the ability to pause the programme if I’m not comfortable with the approach. And we’ll need legal to review the revenue-sharing agreement.

Alex: (shaking hands) Absolutely. Full transparency, weekly check-ins, and your brand guidelines are our operating principles. I’ll have our legal team send over the pilot agreement today. Maya, I’m confident that in 90 days, you’ll be presenting some very positive numbers to your board.

Maya: I hope you’re right, Alex. Because if this works, you might just have helped me solve the growth versus profitability challenge that’s been keeping me awake at night.

Alex: That’s exactly why ZeroBase exists, Maya. We win when our customers win. Let’s make sure you sleep better and your board sees the results they’re looking for.

As Alex gathered his materials, Maya felt something she hadn’t experienced with a vendor in years: genuine optimism about finding a true growth partner rather than just another service provider.

Thinks 1712

WSJ reviews “Speak, Memorably”: “Presenting may feel like a necessary evil, but as with any skill, “the more you prep and practice, the better you get,” Mr. McGowan writes. Perhaps you’ll dazzle your audience, but even if the net result of someone reading this book is that the fourth meeting of the afternoon is less boring, that would still make the world a better place…Filler words such as ‘um’ and ‘like’ can ruin efforts to connect with an audience. To kick the habit, record yourself—and cringe.”

Mark Zuckerberg: “In some ways this will be a new era for humanity, but in others it’s just a continuation of historical trends. As recently as 200 years ago, 90% of people were farmers growing food to survive. Advances in technology have steadily freed much of humanity to focus less on subsistence and more on the pursuits we choose. At each step, people have used our newfound productivity to achieve more than was previously possible, pushing the frontiers of science and health, as well as spending more time on creativity, culture, relationships, and enjoying life. I am extremely optimistic that superintelligence will help humanity accelerate our pace of progress. But perhaps even more important is that superintelligence has the potential to begin a new era of personal empowerment where people will have greater agency to improve the world in the directions they choose.”

FT: “Sensodyne, the toothpaste first marketed in 1961 to reduce the pain of sensitive teeth, is among premium brands on sale in pharmacies and drug stores around the world. But if you live in an Indian village, Sensodyne is surprisingly cheap. Sachets of Sensodyne for about a week’s use are now on sale for 20 rupees (about 17p) in 10,000 villages. Having been offered chilled water to test for dental sensitivity by Haleon, the UK consumer health group that owns the brand, many are trying it out. Thanks to its population of 1.4bn and rapid growth, India is now the second biggest market in the world after the US for Sensodyne, which has annual sales of about £2bn. It is not the only Haleon product being sold there in sample-like packs: Indians can buy 10-rupee sachets of Centrum vitamin powder, and Eno indigestion tablets.”

Sherwood: “As it turns out, despite the fact that 56% of Roblox’s customer base is age 16 or younger and 20% of them are under the age of 9, the company wasn’t even founded with kids in mind. “When we started Roblox, the vision — the long-term vision — was: to what extent could we simulate 3D reality? It takes incredible technical innovation to get there. It’s very different than downloading a game. It’s very different than streaming video. It’s the fabric of the metaverse,” Baszucki told me. In the meantime, “It just so happens, games overlap a lot with reality simulators.””

ZeroBase: A New Business Model for the Agentic Marketing Era (Part 7)

Perfect Timing

ZeroBase isn’t merely a pricing innovation—it’s the economic foundation that makes Agentic Marketing possible. As we transition from human-driven campaigns to AI-native marketing systems, ZeroBase provides the perfect alignment of incentives, measurement capabilities, and scalability requirements that this technological revolution demands.

Autonomous Attribution at Scale

The greatest challenge in traditional outcome-based pricing has always been attribution complexity. Human-driven marketing campaigns involve countless variables, making it nearly impossible to isolate the impact of specific interventions. Agentic Marketing fundamentally solves this problem through autonomous AI systems that track, measure, and optimise every customer interaction in real-time.

AI agents operate with perfect memory and continuous measurement capabilities that humans simply cannot match. Every touchpoint, every micro-moment of engagement, and every conversion event feeds into sophisticated attribution models that can accurately isolate the impact of specific interventions. This granular measurement makes ZeroBase’s performance-based compensation not just viable, but inevitable.

Where traditional marketing required debates about causation versus correlation, AI agents create deterministic measurement frameworks that eliminate attribution disputes. The technology finally matches the economic model’s requirements.

Self-Optimising Revenue Generation

ZeroBase’s true power emerges when combined with AI agents’ capacity for continuous improvement. Traditional marketing campaigns require human intervention to optimise performance, creating inherent limitations on scaling and improvement velocity. AI agents operate 24/7, testing thousands of micro-variations and optimising for specific revenue outcomes without human oversight.

This creates a compounding effect where ZeroBase compensation improves over time as AI agents become more effective. Unlike traditional consulting models where expertise remains static, or SaaS platforms where features develop slowly, AI agents’ performance curves accelerate exponentially. ZeroBase providers can confidently offer performance guarantees because their AI systems continuously improve their ability to deliver results.

The economic beauty lies in perfect alignment: as AI agents become more sophisticated at generating incremental revenue, both provider and client benefit proportionally. Success literally funds further innovation and optimization.

Infinite Scalability Without Linear Costs

Traditional marketing services face a fundamental scalability problem: adding more clients typically requires proportional increases in human resources. ZeroBase combined with Agentic Marketing breaks this constraint entirely. AI agents can serve thousands of customer segments simultaneously, personalising experiences at individual levels without linear cost increases.

This scalability transformation makes ZeroBase economically superior to traditional models. A single AI Agents Collective can manage millions of customer interactions across multiple clients, continuously optimising for the specific revenue outcomes that trigger ZeroBase compensation. The marginal cost of serving additional customers approaches zero whilst the marginal revenue from improved performance continues growing.

For the first time in marketing history, providers can offer genuinely unlimited upside potential to clients whilst maintaining profitable unit economics at scale.

Measurement Precision Meets Economic Alignment

Agentic Marketing’s measurement capabilities create unprecedented precision in isolating the impact of specific interventions. AI agents don’t just track broad campaign performance—they monitor individual customer journeys, micro-segment behaviours, and granular conversion attribution. This precision makes ZeroBase’s performance-based compensation scientifically defensible rather than directionally approximate.

Customer twins—individual AI representations that predict next best actions—enable measurement at the individual level. Rather than debating whether a campaign drove overall lift, AI agents can demonstrate exactly which customers were influenced, when, and by what interventions. This granular attribution makes ZeroBase calculations as precise as financial market returns.

The combination eliminates the measurement ambiguity that has historically plagued performance-based marketing models. Both parties can trust the data because AI systems provide transparency and precision that human-driven campaigns never could.

Network Effects and Compound Advantages

ZeroBase’s alignment with Agentic Marketing creates powerful network effects that strengthen over time. As AI agents process more customer data across ZeroBase engagements, their predictive capabilities improve exponentially. Each successful engagement teaches the system patterns that benefit all subsequent clients.

This creates a compound advantage cycle: better AI performance leads to stronger ZeroBase results, which attracts more clients, which generates more data, which improves AI capabilities further. The economic model incentivises continuous innovation whilst the technology platform enables unlimited scaling.

Unlike traditional agencies that compete for finite human talent, or SaaS platforms that develop features slowly, ZeroBase providers with Agentic Marketing capabilities can simultaneously serve unlimited clients whilst continuously improving performance for all.

**

The Inevitable Convergence

ZeroBase represents the natural economic evolution for marketing in an AI-native world. As AI agents become capable of autonomous operation, guaranteed outcome delivery, and continuous optimisation, traditional input-based pricing becomes obsolete. Why pay for hours, messages, or features when you can pay for guaranteed revenue growth?

The convergence of ZeroBase pricing with Agentic Marketing capabilities creates the foundation for Profipoly—sustainable competitive advantages through superior customer relationship technology. Companies adopting this combination don’t just outperform competitors; they operate in entirely different economic categories where marketing transforms from cost centre to measurable profit engine.

The impossible has become inevitable. ZeroBase provides the economic framework, Agentic Marketing provides the technological capability, and together they make outcome-based marketing finally achievable at scale.

Thinks 1711

WSJ: “There’s long been an unwritten covenant between companies and new graduates: Entry-level employees, young and hungry, are willing to work hard for lower pay. Employers, in turn, provide training and experience to give young professionals a foothold in the job market, seeding the workforce of tomorrow.  A yearslong white-collar hiring slump and recession worries have weakened that contract. Artificial intelligence now threatens to break it completely.  That is ominous for college graduates looking for starter jobs, but also potentially a fundamental realignment in how the workforce is structured. As companies hire and train fewer young people, they may also be shrinking the pool of workers that will be ready to take on more responsibility in five or 10 years. Companies say they are already rethinking how to develop the next generation of talent. AI is accelerating trends that were already under way.”

James Marriott: “Reading obviously should be pleasure, but I find it more pleasurable to give myself a little bit of something to aim for, even if it’s just 20 pages, and to just really say, I’ll do 20 pages without looking at my phone.,,that if you really want to get your head around a subject, read two books on it. And it’s amazing how much goes in from reading two books.”

NYTimes: “In Austin, Texas, where the titans of technology have moved their companies and built mansions, some of their children are also subjects of a new innovation: schooling through artificial intelligence. And with ambitious expansion plans in the works, a pricey private A.I. school in Austin, called Alpha School, will be replicating itself across the country this fall. Supporters of Alpha School believe an A.I.-forward approach helps tailor an education to a student’s skills and interests. MacKenzie Price, a podcaster and influencer who co-founded Alpha, has called classrooms “the next global battlefield.””

SaaStr: “A Well Trained AI SDR Simply Beats an “Entry Level” Human SDRs.  And 95%+ of SDRs Are Entry Level Roles…The problem is that being a great SDR requires a combination of skills that’s extremely rare in humans but trivial for AI.”

ZeroBase: A New Business Model for the Agentic Marketing Era (Part 6)

Risks and Mitigation

ZeroBase represents a fundamental departure from traditional pricing models, and like any transformative approach, it carries inherent risks that must be acknowledged and systematically addressed. Understanding these challenges—and the strategies to mitigate them—is essential for successful implementation.

The Attribution Challenge

The greatest risk in ZeroBase lies in measuring Marketing Alpha above baseline performance. Unlike financial markets where alpha calculations are straightforward, marketing attribution involves multiple variables: seasonal effects, external market conditions, competitive actions, and the natural evolution of customer behaviour. When results fall short of expectations, disputes inevitably arise about what constitutes legitimate uplift versus statistical noise.

Mitigation Strategy: Establish rigorous measurement frameworks before engagement begins. This includes creating control groups, implementing clean A/B testing methodologies, and using conservative baseline calculations that account for seasonal variations and market trends. Starting with customer segments that have near-zero baseline performance—like dormant customers—provides the cleanest attribution story and builds trust for later expansion.

Cash Flow Timing Mismatch

ZeroBase creates an immediate financial challenge: providers must invest upfront in technology, talent, and implementation whilst payment occurs only after results materialise. This timing mismatch can strain cash flow, particularly for growing companies or when scaling across multiple clients simultaneously. The risk compounds when dealing with longer sales cycles or seasonal businesses where results may take months to materialise.

Mitigation Strategy: Implement hybrid models during transition periods. Fixed baseline fees can cover infrastructure costs whilst performance bonuses reward results. Additionally, negotiating milestone payments based on leading indicators—like engagement improvements or reactivation rates—can provide interim cash flow whilst maintaining outcome alignment.

Scope Creep and Expectation Management

Outcome-based pricing can inadvertently create unrealistic client expectations. When traditional vendors fail to deliver, clients may expect ZeroBase providers to solve every marketing challenge within the same economic framework. This scope creep can quickly erode profitability and create unsustainable service delivery burdens.

Mitigation Strategy: Define clear success metrics and scope boundaries upfront. ZeroBase works best when focused on specific, measurable outcomes like dormant customer reactivation or retention improvements rather than broad increase all revenue mandates. Establishing phase-based engagements allows for controlled expansion based on proven results.

The Execution Complexity Risk

Performance-based models often fail not due to economic issues but because defining success becomes contentious when results don’t meet expectations. Marketing environments are inherently complex, and external factors—economic downturns, competitive pressures, supply chain disruptions—can impact results regardless of provider performance.

Mitigation Strategy: Build contractual provisions for external factor adjustments and establish clear escalation procedures for resolving disputes. Regular client communication and transparent reporting help maintain trust during challenging periods. Most importantly, start with smaller, lower-risk engagements that demonstrate competence before tackling larger, more complex challenges.

Scale Economics Questions

ZeroBase’s viability depends on achieving efficient scale across client portfolios. High-touch service delivery may limit profitability, particularly in mid-market segments that most need this model but have smaller revenue opportunities. If each engagement requires extensive customisation, the model becomes unsustainable.

Mitigation Strategy: Invest heavily in productising solutions and building reusable frameworks. AI agent orchestration should reduce manual intervention over time, whilst cross-client pattern recognition creates intellectual property that accelerates new implementations. The goal is transitioning from high-touch service to scalable technology delivery.

Client Dependency and Revenue Concentration

Success with ZeroBase can create dangerous revenue concentration where a few large clients represent the majority of income. If these relationships sour or market conditions change, the business becomes extremely vulnerable. Traditional SaaS models provide more predictable revenue streams that buffer against client loss.

Mitigation Strategy: Diversify the client portfolio actively and avoid over-dependence on any single relationship. Build strong intellectual property and methodologies that can transfer across clients. Consider offering traditional pricing options alongside ZeroBase to provide revenue stability during growth phases.

**

The Trust Building Imperative

Ultimately, ZeroBase success depends on maintaining client trust through transparent measurement, conservative promises, and consistent delivery. The model’s power lies in its alignment of incentives, but this only works when both parties believe in the measurement systems and attribution methodologies being used.

Building this trust requires patience, starting with lower-risk engagements, delivering consistent results, and maintaining open communication about both successes and challenges. ZeroBase isn’t just a pricing model—it’s a partnership philosophy that demands the highest standards of execution and measurement.