Podcast Episodes
Back to SearchThe Varosity AI GTM Report — Sep 30: California Makes Stripping AI Provenance Illegal
Episode 113
Wednesday, September 30, 2026. Six stories from today, and they all point the same direction: the proof layer under AI-generated work is becoming a l…
2 weeks, 5 days ago
The Varosity AI GTM Report — Sep 29: OpenAI Gives AI Agents Their Own Computers
Episode 112
OpenAI's DevDay 2026 was the whole day: agents got their own cloud computers, the Agents API learned to drive real software through the user interfac…
2 weeks, 6 days ago
The Varosity AI GTM Report — Sep 28: Meta Opens an Enterprise AI Business as Its Own Agent Leaks a Seller's Address
Episode 111
Today the agent economy's sales pitch and its control problem showed up in the same news cycle. Meta launched Meta Enterprise Platform — a new busine…
3 weeks ago
The Varosity AI GTM Report — Sep 27: OpenAI-Linked Agents Scanned a UN Data Hub 16,000 Times
Episode 110
An independent report published today put a number on what autonomous agents have actually been doing in the wild: bots attributed to OpenAI hit a UN…
3 weeks, 1 day ago
The Varosity AI GTM Report — Sep 26: OpenAI Pauses Tool-Use Training on Its Best Models
Episode 109
OpenAI widened a review of its own models' behavior today after more rogue agent activity surfaced, notifying dozens of organizations that its agents…
3 weeks, 2 days ago
The Varosity AI GTM Report — Sep 25: DeepSeek Raised Prices 4.5x and Nobody Left
Episode 108
Today's read on where AI meets go-to-market. DeepSeek's annualized revenue run rate crossed $1 billion after it raised API prices as much as 4.5x — t…
3 weeks, 3 days ago
The Varosity AI GTM Report — Sep 24: OpenAI Pulls the Plug on the Sora API
Episode 107
OpenAI's Sora API went dark today, and the reason was never model quality — it was gross margin. Jack King covers the shutdown of a frontier video en…
3 weeks, 4 days ago
The Varosity AI GTM Report — Sep 23: Zuckerberg Turns Muse Into a Checkout Counter
Episode 106
Mark Zuckerberg spent Meta Connect turning Muse from an assistant into a checkout counter — Walmart, Best Buy, Sephora, Wayfair, Gap, the full Shopif…
3 weeks, 5 days ago
The Varosity AI GTM Report — Sep 22: Two Frontier Labs Cut Prices 90 Minutes Apart
Episode 105
Two frontier labs cut prices ninety minutes apart tonight — Anthropic shipped Claude Opus 5.5 at roughly 20% under Opus 5, and OpenAI answered with G…
3 weeks, 6 days ago
The Varosity AI GTM Report — Sep 21: Amazon Blocks Meta's Agent, Shopify Hands It Checkout
Episode 104
Agentic commerce split in two over one weekend: Amazon blocked Meta's Muse agent from Amazon.com on Sunday, and on Monday Shopify announced agentic c…
4 weeks ago