An honest diagnosis of where AirOps stands across every product layer, with interactive tools to explore what different investment decisions mean for the shape of the business at EOY 2026.
The POV going to the company in Lisbon. Locked category, reframed data layer ("AirOps 360"), +15–20pp NDR goal on Q2/Q3 cohorts, two-track platform ambition, and the brand shift from craft to results.
Read the strawmanFull layer-by-layer assessment. Profound comparison, pod model for services, foundation model risk, what must be true in the next 30/60/90 days.
Read the assessmentFour dimensions. Twelve positions. A "would you rather" for AirOps — see how different commitments reshape ARR, NDR, margin, and valuation.
Play the leversLisbon · April 20