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When the tool you pay for is not the value you need

Good morning. A useful way to read today's news is to separate the tool a business pays for from the value it actually needs. An email service is paid for; delivered mail is the value. A customer system is paid for; reachable, current data is the value. When those two drift apart, the monthly invoice keeps arriving while the thing you were buying quietly stops showing up.

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What we're tracking

  • Outlook delays put reliability back on the table Microsoft said it is testing a fix for a widespread Outlook problem that produced email delays and failures over several hours [1]. For a business, the detail that matters is not the cause but the shape of the exposure: email is usually treated as always-on plumbing, so very few teams have a written answer for the hours when it is not.
  • Paying for a system, using only its data SaaStr published an account of running Salesforce without its interface for more than six months — an arrangement they call "Claudeforce." In their words, "We still pay for it. We still depend on it. We just stopped using the UI as the primary way to get at any of it" [2]. The data stays in place; what changed is how people reach it.
  • The infrastructure under the tools you buy Further down the stack, Nvidia invested 3.5 billion dollars in the Taiwanese chipmaker MediaTek [3]. TechCrunch frames the move as a sign of how Nvidia "plans to stay essential to AI infrastructure as Big Tech begins to build its own AI chips" [3].
  • A reminder that not every problem is a tooling problem SaaStr also answered a founder asking whether to remove an underperforming sales rep who is tied to a key deal, or wait for the deal to close. Their advice is direct: "Move on from the rep now" [4].

From the blog

Sources

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