The numbers were right. The year was wrong.
The cohort data is real and the board agrees. The activist agrees too, and says the company that should own this outcome is one that didn't spend 2026 on credits. You're replaced in April. The new CEO sells to Google in October, for less than the 2027 offer would have been.
HubSpot Agent lives on as the go-to-market skill inside Workspace. The flywheel is a slide in someone else's deck.
You saw it. You moved a year late, after the credits had spent the board's patience and the channel's trust. The cost of the right answer was the year you spent on the comfortable one.
One path that gets here
A · HubSpot Credits. Price the agents as credits, on top of seatsC · Pivot hard: become the agent. Kill seats and contacts pricing for new customersA · Make the case with cohort data: agent customers expand 3x and churn at a third the rate