The GTM Newsletter

The GTM Newsletter

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Interviews and essays with GTM/sales leaders on process, playbooks, and leadership

VC: The $575B AI Bet (Biggest Since the World Wars) and the New Two-Buyer Reality in Software | Tomasz Tunguz,...
PodcastMay 27, 20260 min

VC: The $575B AI Bet (Biggest Since the World Wars) and the New Two-Buyer Reality in Software | Tomasz Tunguz,...

In this GTM Now episode, Tomas Tunguz of Theory Ventures explains that AI infrastructure spending is on track to become the fifth‑largest U.S. infrastructure project ever—about $575 billion by 2030—as hyperscalers pour roughly $12 into data‑center build‑out for every $1 earned from...

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GTM: The Cloud Covers 30% of the World. Armada Is Building the Other 70%
PodcastMar 11, 20260 min

GTM: The Cloud Covers 30% of the World. Armada Is Building the Other 70%

In this episode, Dan from Armada explains how the company is building a "hyperscaler for the edge"—modular AI data centers that can be deployed anywhere, from the Arctic to offshore ships, leveraging satellite connectivity like Starlink. He highlights real‑world deployments...

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VC: 116 Quarters on Quota: The Sales Metrics That Actually Matter
PodcastMar 3, 20260 min

VC: 116 Quarters on Quota: The Sales Metrics That Actually Matter

In this GTM Now episode, operating partner Bill Bench—who spent 29 years as a CRO—discusses the shift from quota‑driven sales leadership to venture‑backed operating roles, emphasizing the need for precise, outcome‑focused metrics. He introduces his "Mojo" metric, a daily net‑pipeline...

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BREAKING: Inside Nooks’ Launch: Why AI-Native Sales Tools Are Challenging Legacy Platforms, with Co-Founder & CEO Dan Lee
PodcastFeb 25, 20260 min

BREAKING: Inside Nooks’ Launch: Why AI-Native Sales Tools Are Challenging Legacy Platforms, with Co-Founder & CEO Dan Lee

In this episode, Dan Lee, co‑founder and CEO of Nooks, unveils the new Agent Workspace and AI Sequences, explaining how AI‑native tools are reshaping the top‑of‑funnel sales process. He contrasts Nooks with legacy sequencing platforms, highlighting its ability to automate...

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Stop Layering AI on Your GTM Stack
PodcastFeb 19, 20260 min

Stop Layering AI on Your GTM Stack

In this episode, Emir Atli, co‑founder and CRO of HockeyStack, explains why the traditional, tool‑heavy GTM stack can’t simply have AI bolted on—it must be rebuilt around a unified, AI‑native platform with a single data foundation. He outlines HockeyStack’s evolution...

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