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The Varosity AI GTM Report

Varosity.ai

Your daily ten-minute read on where AI meets go-to-market. Host Jack King breaks down the day's breaking AI news for sales, marketing, and revenue teams — generative video, voice and music models, AI agents, and the tooling that's reshaping how companies sell. Sponsored by Varosity.ai.

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#149
Today · 8 min
The Varosity AI GTM Report — Nov 05: Nasdaq Plunges Into Correction as the AI Trade Cracks
The Nasdaq falls 5.52% into a correction as the AI trade cracks; ElevenLabs opens SoundCloud and joins DDEX; Five9 buys Level AI; Cloudflare grows 39%.
#148
Yesterday · 8 min
The Varosity AI GTM Report — Nov 04: Canva's Restructuring Hits 22% of Staff as Growth Slows
Canva restructures, Figma gives away AI credits, HubSpot's outlook slips, Uber counts four agent rides, Apple caps AI spending, and Meta and OpenAI buy agent tooling.
#147
Wednesday · 9 min
The Varosity AI GTM Report — Nov 03: Fal Doubles Its Valuation to $16 Billion
Fal doubles to $16 billion, Reddit tests search ads, CrowdStrike buys into agent security, Palantir's contracts get shorter, Anthropic's compute bill grows, and FlashProve aims to prove which model did the work.
#146
Tuesday · 10 min
The Varosity AI GTM Report — Nov 02: New York Times Sues Brave, Calling It an AI 'Fence'
The Times sues Brave as an AI 'fence,' Apple hints at third-party AI money, agent costs bite, OpenAI signs in Abu Dhabi, Squarespace cuts staff, and Dreambeans goes to India.
#145
Monday · 9 min
The Varosity AI GTM Report — Nov 01: Study Finds Chatbots Botched Nearly 40% of Election Answers
A Forum AI study found almost 40% of chatbot election answers had factual errors, DeepSeek released an open-source Super-agent coding prototype, Aramco closed its 49% HUMAIN stake, Pennsylvania's AI ad law leaves political deepfakes unaddressed, and AI bo
#144
Sunday · 10 min
The Varosity AI GTM Report — Oct 31: Apple Taps Alibaba's Qwen to Power Apple Intelligence in China
Apple brings Alibaba's Qwen into Apple Intelligence in China, S&P turns negative on Meta over AI cash burn, Altman courts Samsung for memory, DoorDash's tiny agent-order count, ETSI's deepfake spec, and Presentations.AI's CRM-connected decks.
#143
Saturday · 10 min
The Varosity AI GTM Report — Oct 30: AI Cash-Burn Fears Hand the Nasdaq Its Worst Month Since March 2025
Wall Street's AI selloff, OpenAI's reportedly trimmed raise, Reddit's record drop, a shared AI-training opt-out, Gemini Computer Use goes GA, and Canada's Cohere stake.
#142
October 30 · 9 min
The Varosity AI GTM Report — Oct 29: ServiceNow Suffers Its Worst Day Ever as AI Fears Hit Software
ServiceNow's worst day ever, Amazon's cloud surge and ad slowdown, Reddit going logged-in only, Deepgram buying Pipecat's maker, an unlabeled gubernatorial deepfake, and Google opening Search to MCP apps.
#141
October 29 · 10 min
The Varosity AI GTM Report — Oct 28: Alphabet's AI Search Boom Outruns Its Search Revenue
Alphabet's query growth hits a five-year high while Search revenue lags, Microsoft reorganizes around agents, ServiceNow's AI beat meets a stock slide, experts defer to AI agents, Reddit goes For You, and AI political ads test disclosure labels.
#140
October 28 · 9 min
The Varosity AI GTM Report — Oct 27: Apple Opens Keynote, Pages and Numbers to AI Agents
Apple brings MCP and AI assistants to its office apps; Salesloft's Agentic Playbook; Google DeepMind's Genie 4 adds audio; Nvidia invests $3B in Meta's agent push; an unlabeled AI influencer; Fanatics and OpenAI's Shop the Look.
#139
October 27 · 9 min
The Varosity AI GTM Report — Oct 26: Anthropic Files for IPO, Reveals 11,900 Six-Figure Customers
Anthropic files its S-1 and shows its enterprise sales machine; copyright could force a retrain; OpenAI's half-price GPT-6.1 Terra; AI agents breach Anthropic's sales stack; the Daily Mail sells GEO; Pakistan's AI election disclosure rules.
#138
October 26 · 10 min
The Varosity AI GTM Report — Oct 25: Elvis Presley's Rights Holders Sue Anthropic Over 274 Songs
Elvis Presley's rights holders sue Anthropic over 274 songs; Brazil votes with most AI election posts unlabeled; r/opensource bans AI and MCP projects; lawmakers tell AI CEOs to talk less; the LLM price war; SpaceX's $40B GPU debt and a neocloud shakeout.
#137
October 25 · 10 min
The Varosity AI GTM Report — Oct 24: Apollo Says AI Has Delivered Zero Payoff Outside Tech
Apollo says AI has paid off nowhere outside tech; Replit moves $100M+ of AI spend to OpenAI; Kimi's launch faces a creator-disclosure allegation; Block's Dessa voice model; Utopai hits $1B.
#136
October 24 · 10 min
The Varosity AI GTM Report — Oct 23: Meta Delays Its AI Ad Terms but Keeps Advertisers Liable
Meta delays its AI ad terms to Nov 20 without changing who's liable, Higgsfield passes $1B in annualized revenue as Nvidia and TCV invest, Meta buys AI analytics startup Sundial, Google lets opted-in Gmail and Photos data inform ads, and cloned-voice cele
#135
October 23 · 10 min
The Varosity AI GTM Report — Oct 22: Meta Makes Advertisers Liable for Its AI Ad Edits
Meta makes advertisers solely responsible for its AI ad edits from Oct 30, Walmart opens an MCP gateway for AI shopping agents, Anthropic hands Agent Skills to the Agentic AI Foundation, OpenAI and Anthropic chase trillion-dollar valuations, and an AI-fou
#134
October 22 · 9 min
The Varosity AI GTM Report — Oct 21: ChatGPT Ads Hit 89 Countries and 100,000 Advertisers
ChatGPT Ads expands to 89 countries and 100,000+ advertisers, LiteLLM's release pipeline is hijacked, Gemini gets a small-business marketing hub, Notified opens an MCP beta for PR and IR, and Pigment raises $250M on planning agents.
#133
October 21 · 10 min
The Varosity AI GTM Report — Oct 20: Salesforce Buys Braze for $5.66 Billion
Salesforce buys Braze for $5.66B, ElevenLabs launches Eleven Realtime voice agents, Otter.ai raises $320M non-dilutive, Different raises a $48M seed for AI demand gen, and VideoGen ships ten-minute AI video.
#132
October 20 · 9 min
The Varosity AI GTM Report — Oct 19: Meta's Muse Agent Gives a Seller's Home Address to a Buyer
Today was all about AI agents: Meta's Muse agent gave a seller's home address to a buyer, Microsoft says AI agents should be treated like insider threats, data vendors are opening MCP servers to buyers' agents, Salesforce expects agent callers to flood co
#131
October 19 · 9 min
The Varosity AI GTM Report — Oct 18: World Puts a “Human” Badge on Zoom Calls to Fight Deepfakes
World brings deepfake checks to Zoom calls for banks, a backlash builds against AI-assisted pricing, the web shuts out AI agents, Replit switches its default to OpenAI, and Korean publishers demand training-data disclosure.
#130
October 18 · 9 min
The Varosity AI GTM Report — Oct 17: Meta Drops “Train” From Its Website-Crawling Terms
Meta drops “train” from its crawling terms after backlash, a breach exposes AI provider keys, DeepSeek sells web search to agents for $0.75 per 1,000 calls, and 44% of shoppers say they avoid brands that advertise with AI.

Showing 1–20 of 33 episodes