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The Throughline

An independent briefing for technology leaders

One decision facing technology leaders, every month — with no vendor agenda. Subscribe below, or browse the archive.

The Throughline
One decision facing technology leaders, monthly.

Independent. No sponsorships. Unsubscribe anytime.

Issue 01 · June 16, 2026
The Real Options Nobody Prices in Technology Investments

Approve a $40M migration and the cash flows are only half of what you're buying — the rest is a portfolio of decisions your business case pretends you've already made. Here is how to price the options you actually hold.