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The Varosity AI GTM Report — Sep 20: Trump Answers the Slowdown With an “AI Force”

Episode 103

Eight days after the four biggest AI labs publicly agreed to slow down, the White House answered: an "AI Force," an AI czar, and an explicit promise …

4 weeks, 1 day ago

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The Varosity AI GTM Report — Sep 19: The AI Slowdown Just Got Sued

Episode 102

One week after the four biggest AI labs publicly agreed to slow down, a proposed class action filed Friday in the Northern District of California cal…

1 month ago

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The Varosity AI GTM Report — Sep 18: Microsoft's Own Data Says AI Answers Killed the Click

Episode 101

Microsoft's own internal numbers, unsealed in the New York Times litigation, put click-throughs from Copilot answers 87–93% below ordinary Bing searc…

1 month ago

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The Varosity AI GTM Report — Sep 17: Claude and ChatGPT Both Come for Your Documents

Episode 100

Two frontier labs moved into the document layer on the same day. Anthropic collapsed Cowork back into the main Claude app and launched Claude Docs an…

1 month ago

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The Varosity AI GTM Report — Sep 16: OpenAI Turns the Ad Itself Into an Agent

Episode 99

A rare day where the demand side and the disclosure side moved at once, in opposite directions. OpenAI announced Sponsored Agents — tap an ad in Chat…

1 month ago

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The Varosity AI GTM Report — Sep 15: Salesforce Builds Its Own CRM Model and Puts Itself Inside Claude

Episode 98

Dreamforce opened in San Francisco with 43,000 people in the building, and Salesforce used day one to stop being an app. It announced Koa, its first …

1 month ago

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The Varosity AI GTM Report — Sep 14: Apple Ships a Gemini-Powered Siri and Fences It Out of Europe

Episode 97

Apple shipped iOS 27 today with a rebuilt, Gemini-powered Siri that can hold personal context, read your screen, and take actions inside apps — and l…

1 month ago

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The Varosity AI GTM Report — Sep 13: Altman and Musk Back the Call to Slow AI Down

Episode 96

A rare thing happened today: Sam Altman and Elon Musk publicly agreed with Dario Amodei. Both backed his call to "pace the frontier," with Altman mat…

1 month ago

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The Varosity AI GTM Report — Sep 12: Anthropic's Amodei Says the Industry Must Slow Down

Episode 95

Anthropic CEO Dario Amodei published "We Must Pace the Frontier" today, arguing the industry must deliberately slow capability gains and let third-pa…

1 month, 1 week ago

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The Varosity AI GTM Report — Sep 11: Salesforce Ships Seven Named Agents, One of Them Does Outbound

Episode 94

Salesforce stopped selling software and started selling headcount today, shipping seven named, role-specific Agentforce agents — including Hunter, an…

1 month, 1 week ago

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