Sierra joined the OpenAI Marketplace this week, which means an outcome-priced agent vendor can be paid from a model-vendor commitment, and Drawdown Is Not Adoption is my argument for retiring the percent that will be reported afterwards. The number behind it, 12 accounts that were on plan and not using what they paid for, is Break 1 in Field Report: What Broke When We Killed Our Per-Seat Tier. Why Sierra's pricing deserves the benefit of the doubt is in The Sierra Playbook: What They Actually Do Differently.
It belongs to the AI Business Models argument: the pricing model has to move to the outcome, and a budget measured in drawdown has not moved yet.