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  • Inside the Company that Raised $30M at a $250M Valuation With 0 Employees | Ben Cera, Polsia

    Listen on YouTube // Apple // Spotify A 14-month-old company hit $10M in run rate with no employees. Polsia closed $30M at a $250M valuation – and the AI ran most of the fundraise itself, live on Twitter, on a public dashboard. Ben Cera built it solo. He spent the prior decade building, including 4.5…

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  • The Distribution Era

    This article is a really important one to us at GTMfund. It’s the result of weeks of writing and years of compounding market perspective. It’s the belief that we founded GTMfund on, and it feels more important today than ever. Hope you enjoy reading it as much as we enjoyed writing it. The full thing…

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  • VC: Tomasz Tunguz on AI’s $575B Bet, the 5th-Largest Infrastructure Project Ever

    Listen on YouTube Listen on Apple Listen on Spotify You can also watch/listen to the entire episode on X. Bigger Than Apollo, Bigger Than the Highway System: Inside the $575B AI Infrastructure Bet Hyperscalers are spending every dollar of free cash flow they generate. Then they’re borrowing more. Meta, Google, and Oracle are now levered roughly…

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

    Listen on YouTube Listen on Apple Listen on Spotify If you spend time on X, you can also watch/listen to the entire episode on X. Brought to you by: AngelList Our LP base spans from individual operators to institutional allocators, and AngelList has been instrumental in supporting all of them. They handle everything from investor…

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  • Lessons From Okta’s CRO

    This is Part V in our series on lessons from some of the top 1% leaders in B2B software & AI. In case you missed the previous editions: Part I: Canva’s CCO on CPG discipline and human-centric marketing. Part II: Vanta’s CRO on execution, competition, and post-sales loyalty. Part III: Snowflake’s CRO on scaling from…

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  • SEO Is Not Enough Anymore: Webflow’s CEO on the Rise of AEO | Linda Tong

    The GTM Podcast is available on any major directory, including: Apple Podcasts Spotify YouTube The future of websites isn’t a builder problem anymore. It’s an agent problem. In this episode of GTMnow, Sophie Buonassisi sits down with Linda Tong, CEO of Webflow, to unpack how the entire web is being rewritten for a world where…

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  • MCPs: The GTM Unlock

    After seeing the GTM unlock that MCPs provide, we teamed up with Alex Shartsis to provide a comprehensive deep dive. Alex is the founder and CEO of Skyp, AI-native outbound for high-ACV sales and advisor to AI founders. He previously led acquisitions at Opendoor, GTM at Kleiner and Sequoia backed Drawbridge, and was a founder…

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  • Inside Reevo’s $80M Bet to Kill the $10B Frankenstein Stack

    Listen on YouTube Listen on Apple Listen on Spotify If you spend time on X, you can also watch/listen to the entire episode on X. Brought to you by: One critical and surprisingly complicated decision is naming your startup. Founders often spend weeks chasing the perfect .com, only to overpay or settle for a name…

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  • Inside Reevo’s $80M Bet to Kill the $10B Frankenstein Stack | David Zhu, Cofounder & CEO

    The GTM Podcast is available on any major directory, including: Apple Podcasts Spotify YouTube AI is rewriting go-to-market and most companies are still operating with a “Frankenstein stack.” In this episode of GTMnow, we sit down with David Zhu, founder & CEO of Reeva, to unpack how AI-native companies will replace legacy GTM systems, why the…

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  • VC: “Software Is Basically Worth Zero Now” | Tyler Hogge, Ex-Pelion

    The GTM Podcast is available on any major directory, including: Apple Podcasts Spotify YouTube Tyler Hogge helped take Divvy from zero to a $2.5B acquisition by Bill.com. Now, as General Partner at Pelion Ventures, he argues that charging for software is dead, per-seat pricing is collapsing, and the next decade of venture-scale companies will be built…

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