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×GTMHello OperatorVictor's pick

SaaSletter - Maybe AI NRR Actually Will Be Great?

cool thesis and also lots of great links here

  • Article title suggests contrarian view that AI could positively impact NRR, contrary to fears about AI reducing expansion revenue
  • References ServiceNow 2026 data and State of Martech 2026 report as potential evidence sources
  • Includes podcast interview with Tim Sanders from G2, likely discussing market trends and vendor landscape
ai-nrr-impactrevenue-platform-consolidationmartech-landscape
GTM OpsSaaStr

DAU, WAU and MAU Are the New Lighthouse Metric in B2B + AI. Harvey’s a Great Case Study.

  • Harvey achieved 50% DAU/MAU (vs 10-20% typical B2B) with 12 hours/month per user, driving 6x YoY ARR growth to $190M - proving engagement predicts revenue in AI products
  • Traditional B2B ignored engagement because annual contracts and high switching costs masked product death for years; AI products with low switching costs make daily usage the primary retention signal
  • The metric shift from ARR-first to engagement-first represents a fundamental change in B2B SaaS evaluation - companies must now track DAU/MAU/hours-per-user as lighthouse metrics, not vanity metrics
ai-sdr-roirevenue-platform-consolidationback-to-basics-gtm
GTM OpsThe Verge AIVictor's pick

Google’s AI search summaries will now quote Reddit

adding human content in stream for AI is smart

  • Google is formalizing the 'add Reddit to search' user behavior by integrating social/forum perspectives directly into AI search results
  • This signals Google's acknowledgment that users trust peer experiences over SEO-optimized content, representing a shift in search authority
  • For GTM teams, this means community presence and authentic conversations in forums/Reddit become more important for discoverability than traditional SEO tactics
ai-search-evolutionhuman-first-contentcommunity-led-growth
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