The 2028 Thesis

bpo_insights

[BPO Insights] AI-Native CX Companies Will Reach $10B Before Traditional BPOs Catch Up

The Number That Should Terrify Every BPO Executive An AI-native CX company reached a $10 billion valuation before its second birthday.

bpo_insights

[BPO Insights] When Agentic AI Handles 90% of Tier 1: The Cascading Effects Nobody's Modeling

The Blind Spot in Every AI Business Case Every BPO building an AI business case models the same thing: direct agent cost replacement.

bpo_insights

[BPO Insights] The Death of the Seat-Based Model: What Replaces It by 2028

Twenty-Five Years of Sitting The BPO industry has run on one pricing model for a quarter century: the seat.

bpo_insights

[BPO Insights] Why Voice AI Is the Last Moat in CX: Everything Else Gets Commoditized

The Commoditization Wave Watch what's happening in CX automation over the last 24 months.

bpo_insights

[BPO Insights] The New CX Org Chart: What "AI-Native BPO" Actually Means as a Job Architecture

The Org Chart That's About to Break Every BPO over 200 seats runs roughly the same organizational structure.

bpo_insights

[BPO Insights] "Don't Call Us a Customer": Why BPOs Reject Vendor Relationships and What the Partnership Model Actually Looks Like in 2028

The Word That Kills Deals I was three months into a relationship with a mid-market BPO.

bpo_insights

[BPO Insights] The BPO Use Case Nobody Is Talking About: Why Real-Time AI Translation Will Be a Bigger Market Than Full Voice Automation

Asked good questions about latency and resolution rates.