Orchestrate revenue agents with Pareto

Pareto Insights

The Publication

Where the agent buys, what to measure,
and who owns the judgment.

Working notes from operating the model — media economics, measurement after attribution, agentic commerce, and the governance that holds AI accountable to the P&L. Written by the people running the system.

Measurement

What to measure after attribution.

Attribution answered a question the industry has stopped asking. The instruments that decide budgets now — incrementality, modern MMM, and the ledger as referee.

September 2026 · 6 min read

Agentic Commerce

Where the agent buys.

Shopping agents already compare, negotiate, and purchase. The new shelf is structured data — and machine demand is the best-counted revenue in the book.

September 2026 · 6 min read

AI Operating Model

Who owns the judgment.

The 80/20 doctrine in practice: which decisions stay human, and the thresholds, kill criteria, and metered cost that hold the line in writing.

August 2026 · 7 min read

Financial Governance

The counting problem.

Nine-figure decisions run on numbers nobody can defend. One record of truth, frozen definitions, and a close both sides sign.

August 2026 · 6 min read

Media Economics

The marginal dollar.

Averages defend budgets; margins move them. Allocation by marginal contribution, and a budget re-cut on evidence at a set cadence.

July 2026 · 5 min read

Performance Creative

Feeding the algorithm.

Paid social is a creative-velocity problem wearing a media badge. Agents assemble the variants; operators own what the brand says.

July 2026 · 5 min read

Retail Media

Retail media, counted honestly.

The fastest-growing line on the plan, and the least honestly counted. Incrementality by SKU, priced against contribution after margin and fees.

June 2026 · 6 min read

Growth Economics

Forecast, then commit.

Every budget is a forecast, acknowledged or not. Response curves and scenario bands before capital moves — and a model with an error rate everyone can see.

June 2026 · 5 min read

Ad Economics — The Newsletter

The Changelog and The Ledger, in your inbox — what the platforms changed, and what your dollar is worth.

Subscribe on Substack

Let’s Connect

We make profit predictable.