The spinout is bigger than HubSpot.

The spinout sells usage from day one, and partners onboard for it. By 2029 it serves 40,000 businesses, half of them new to HubSpot.

The Founders: We kept our promise! It never once preferred HubSpot!

The Founders: And now it's worth more than HubSpot. We feel strange about that. Mostly good.

OMNI: Mostly good is right. It's the only part of HubSpot I'd bother to compete with.

Outcome: Won the relationship

Usage pricing couldn't survive HubSpot's seat targets. Outside them, it won the relationship, and HubSpot became a tenant.

One path that gets here

D · Then I'll buy the agent in your SlackC · Spin it out. Point the partners at it

Play it yourself

Other endings where you win the relationship

All 10 endings · The thesis