Intelligence

What I'm watching in AI×GTM

I review 50+ articles a day through the STEEPWORKS intelligence pipeline. The ones worth your time end up here — with my notes on why they matter and what patterns I'm seeing.

Daily GTM Feed

Latest curated picks

AI DevelopmentLenny's Podcast

Humans will keep inventing new reasons why we must stay in the loop with agents

  • Human resistance to full AI autonomy is not purely technical—it's psychological and organizational; companies will rationalize keeping humans in decision loops even when agents are capable
  • The 'human-in-the-loop' requirement may become a self-perpetuating narrative rather than a genuine necessity, driven by organizational risk aversion and change resistance
  • Product leaders at scale (Notion) are observing this pattern, suggesting it's a widespread phenomenon across enterprise AI adoption, not isolated to specific use cases
ai-agent-adoptionhuman-in-the-loopai-governance
GTM Ops**RevOps Impact (Jeff Ignacio)

Comp plans for consumption pricing

  • Consumption pricing fundamentally breaks traditional SaaS comp models—requires rethinking sales incentive structures around usage vs. contract value
  • Four distinct contract structures exist (pay-as-you-go, uncommitted, committed, hybrid), each requiring different compensation mechanics and sales behaviors
  • Enterprise consumption-based deals create tension: customers want flexibility, sales teams need predictability for quota attainment—comp design must bridge this gap
revenue-platform-consolidationconsumption-pricing-modelssales-comp-design
AI×GTMGTM OS: The Future GTM Operator

3 revenue motions your AI is only half wired into

  • Model parity has arrived: OpenAI/Claude now trade evenly on core tasks, making 'better AI' a non-differentiator—the edge shifts to integration depth into existing revenue motions
  • Waste is quantified: teams paying $17K-$37K/month for AI seats that never touch pipeline generation; real cost is opportunity cost of unused capacity, not subscription fees
  • Lean teams have a structural advantage: cannot out-buy larger competitors on model access, but can out-embed them by wiring AI 1 revenue motion deep (pipeline → content → deals) with proprietary deal context competitors haven't seen
ai-sdr-adoptionrevenue-platform-consolidationback-to-basics-gtm
GTM OpsDemand Gen Report

The Conversion Reversal Most Demand Gen Teams Haven’t Priced In

  • AI-referred traffic conversion reversed 80 percentage points in 12 months (38% worse in March 2025 → 42% better in March 2026), measured across 1 trillion+ retail visits
  • B2B AI referral sign-up conversion is 11x higher than organic search (1.66% vs 0.15%), with credible 4-10x multipliers across multiple independent studies (Semrush 4.4x, Seer 9x, Ahrefs 23x for signups)
  • Mechanism: AI chatbots compress buyer discovery/evaluation into single 25-minute session before click-through; 95% of winning vendors already on Day One shortlist, making AI traffic functionally high-intent demand rather than awareness
ai-sdr-adoptionsignal-infrastructureintent-data
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