The Procurement Guy

Trumps push for fixed price contract makes sense for alot of projects Problem with fixed price is the worse the scope the more risk that gets built into the original price. You in turn need better scopes T&M / cost plus incentivize the wrong thing (spend more time and money, make more money)

The higher the interest rates, the more important payment terms become

Digital twin investments are getting more important in manufacturing and supply chain operations are accelerating Recent business cases demonstrating 200–500% ROI within 18 months through energy savings, downtime reductions, and procurement efficiencies That’s alot

How much more restriction can China put on Rare earths? It feels like they've only been restricting more and more over the past 20 years...

@OnlyCFO Haha, the new meme of '26 pricing negotiations

@CostCutPro One of them was around 50%…

Have churned a couple of software vendors this month. Was interesting to watch how far they were willing to drop prices to retain us. Desperate times… Gross margins are going lower

@ShaanVP Cool but legitimately pessimistic is always a drag

A) Cheesy, optimistic, joyful B) Cool, pessimistic, mid Choose your fighter

@anothercohen Googled this immediately and verified…

Accenture has 740,000 employees????

@chamath Going to get you on all those Starbucks off balance sheet gift cards

As you go to work today and settle into the week, please study the form below. You will soon need to fill this out EVERY year and tell the government what you own and then allow them to tell you how much its worth. That is the framework that is enabled by the Trojan Horse "Billionaire Tax" that is trying to get passed. Give them credit: they cleverly use Billionaires as the hook, but build in the language and the framework that will allow the Legislature to simply extend the tax to everyone and make it yearly. And this is where the form below comes in... In this case, ask yourself, will it be you or the Billionaires that will be able to fill this out properly and avoid penalties. As much as Billionaires can be pushed to do more for society, we all know that they have the infrastructure to manage these kinds of disclosures...middle class Californians do not and they will be the ones that get penalized in the end.

Price is a story, not a number

If companies are seeing 15-30% “productivity gains” now from ai Do you expect it to slow down because of the low hanging fruit or ramp because there is so much more to tackle ?

@SecretCFO @buccocapital this is the unfortunate truth

@buccocapital Honestly I think most big companies outside tech haven’t got much further than adding copilot to M365 yet …

Pretty crazy how risk averse and just generally slow some companies are being with AI adoption Going to get run over, and a huge disservice to their employees If you work somewhere like that you probably need to get another job tbh

@OnlyCFO No, hasn’t been for a few years now baselines get set when companies show “how low can you go” Going to further drive things down

@CostCutPro Sure but are they worth it? Especially today?

Contract terms will shorten in the future. If AI commoditizes much of software and switching costs come down (which they are)… then I am more much likely to go with the vendor that offers shorter contracts I’ll still do *some* longer-term, but not much

You can save 10% just by asking for a better price and that you are considering another supplier It’s built into the original offer

For those without a company AI access, 100% of terms and conditions and pricing analysis are run through personal accounts That’s something you don’t want!

Legal Spend Analytics Driving Outside Counsel Consolidation thespendledger.com/articles/legal…

You know there’s cost pressure (and heavy leverage) when legal starts negotiating better rates

@FreightAlley Lol, bad call their morn

I haven’t tread the notes from yesterday yet Can Google do in sheets what Claude can already do in excel?