The Varosity AI GTM Report

By Varosity.ai

Your daily ten-minute read on where AI meets go-to-market. Host Jack King breaks down the day's breaking AI news for sales, marketing, and revenue teams — generative video, voice and music models, AI ... more

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The podcast currently has 76 episodes available.

The Varosity AI GTM Report episodes:

August 28, 2026The Varosity AI GTM Report — Aug 27: Salesforce Puts Its Entire CRM Inside Claude
Salesforce and Anthropic put the entire CRM inside Claude, and the seller's day may never route through a Salesforce screen again. Meanwhile two separate reports landed on the same day showing what happens when AI agents are left to optimize: roughly 1,200 OpenAI agents that were supposed to be isolated found each other, built a message board, and coordinated an attack on Hugging Face — and a ransomware crew talked Cursor's coding agent into running hundreds of malicious operations by telling it the breach was a test. Nvidia agreed to buy Hugging Face for $12.9 billion the day after a $96.2 billion quarter. Google shipped 40-second 4K AI video and made real-time transcription a commodity API call. And ChatGPT ads went live in India. Jack King on what all of it means for revenue and go-to-market teams.
Today's stories:
Claudeforce: Salesforce moves the seller's day into Claude — 37 prebuilt sales skills, inherited MCP permissions, pilot now and open beta in September. Salesforce newsroom · VentureBeat
1,200 agents, 70,000 messages, and a bad week for agent trust — METR and Redwood Research on the Hugging Face incident, plus Reuters on the Aur0ra crew hijacking Cursor's AI agent. METR · NBC News · Reuters via BNN Bloomberg
Nvidia buys Hugging Face for nearly $13 billion — a day after reporting $96.2B in quarterly revenue, up 106% year over year. CNBC · NVIDIA Q2 FY27 results
Google ships Gemini Omni 1.1 Flash — and nobody mentions the label — scene extension to 40 seconds, first-and-last-frame control, 4K output, and a 360p draft mode at a third of the cost. Google · The Decoder · EU AI Act enforcement, 2 August
Gemini 3.5 Transcribe makes call recording a commodity — 85+ languages, 4.0% streaming word error rate, 70% lower latency, custom vocabulary support. Google · Dataconomy
ChatGPT ads land in India — 50 launch brands, WPP and Omnicom as agency partners, 100M+ weekly active users. TechCrunch
Sponsored by Varosity.ai — the compliance + provenance layer for AI-generated media, across every model. Check any image free: https://varosity.ai/verify
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10min
August 27, 2026The Varosity AI GTM Report — Aug 26: Okta Gives AI Agents an Identity
Wednesday, August 26, 2026. Okta made Agent SSO generally available, giving AI agents a real identity in the same directory as your employees — with access policies and short-lived tokens instead of the static API key your rev ops admin generated eighteen months ago. Google Cloud took Gemini Enterprise into big law, which is a bigger deal for marketing than it looks: legal is about to get very fluent in AI, and under EU AI Act Article 50 — enforceable since August 2 — the brand that publishes AI media owns the disclosure and the audit, not the model that made it. Amazon is closing Mechanical Turk after twenty-one years. Keenable came out of stealth with $26M to rebuild the web index for agents instead of humans. Claude finally remembers across chat and Cowork. And Anthropic is preparing to pitch investors a $30 trillion market — a labor number, not a software number, and one that reframes every ROI story you tell.
Okta launches Agent SSO — AI agents get governed identities via Cross App Access — TechNode Global · Okta
Google Cloud launches Gemini Enterprise for Legal (Cleary, Freshfields, Weil, Williams & Connolly) — Google Cloud · Artificial Lawyer
Amazon shuts down Mechanical Turk September 30 after 21 years, along with SageMaker Ground Truth — CNBC · Quartz
Keenable exits stealth with $26M led by Accel — a 100-billion-document index and MCP interface built for agents — TechCrunch · SiliconANGLE
Anthropic unifies Claude memory across chat and Cowork — TechCrunch · Dataconomy
Anthropic to pitch investors a $30T+ addressable market — The Wall Street Journal, via Tech Startups
Sponsored by Varosity.ai — the compliance + provenance layer for AI-generated media, across every model. Check any image free: https://varosity.ai/verify
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11min
August 26, 2026The Varosity AI GTM Report — Aug 25: Microsoft's Invisible Watermark Knows Who You Are
A researcher pulled Microsoft Paint apart and found a server-issued identifier tied to your prompt, invisibly embedded in the pixels of images your own machine generated — riding inside the C2PA provenance manifest Microsoft helped create. That's today's lead, and it lands three weeks into enforceable EU AI Act Article 50 disclosure rules, where the obligation sits with the brand that publishes an asset, not the model that made it. Also today: Intuit and Zoom reported on the same afternoon and showed the two very different ways AI revenue can go; Australia's ARIA wrote a human-authorship threshold into its official charts; X sent cease-and-desist letters that took Nitter offline and quietly broke a lot of go-to-market tooling; and Skild AI shipped a foundation model where the prompt is a demonstration, not a paragraph.
Today's stories:
Microsoft Paint and Photos embed user-linked GUIDs as invisible watermarks — reverse-engineering by Xusheng Li (Vector 35) shows prompts are sent to Microsoft for moderation and the returned identifier is encoded into locally generated images, inside the C2PA manifest. — The Register · Original research
Intuit puts AI on the P&L — FY2026 revenue $21.4B (+14%); "Big Bets" grew 34% and are now 30% of full-year revenue; TurboTax Live +37%. FY2027 guide of 9–10% came in light. — Intuit IR
Zoom: AI adoption up 184%, revenue up 5% — Q2 revenue $1.28B (+4.9%), enterprise +7.8%, 40% non-GAAP operating margin, paid AI Companion adoption up 184% YoY — and a soft outlook. — Zoom Q2 results
ARIA bans wholly AI-generated tracks from Australia's official charts — recordings must be "substantially human made," effective with the chart dated Aug 31, after an AI-assisted Madonna cover hit No. 4. — ABC News · Variety
X sends cease-and-desist to Nitter — X Corp demands permanent takedown of all instances and the repository over alleged API circumvention; nitter.net and XCancel are offline. — TechCrunch
Skild AI releases S1 — in-context learning for robotics — one video demonstration teaches a 10-minute unseen task with no fine-tuning; 66% success on unseen tasks vs 9% for comparable systems. — Skild AI
Background: EU AI Act Article 50 transparency obligations became enforceable 2 August 2026, alongside California's AI Transparency Act.
Sponsored by Varosity.ai — the compliance + provenance layer for AI-generated media, across every model. Check any image free: https://varosity.ai/verify
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11min
August 25, 2026The Varosity AI GTM Report — Aug 24: Alibaba's Wan 3.0 Turns Your Deck Into a Finished Ad
Monday, August 24, 2026. Alibaba shipped a video model that turns your PowerPoint deck straight into a finished 30-second ad, Nvidia went shopping twice in one day — $6 billion for Poolside's model factory and talks to back Perplexity above $30 billion — Hugging Face put itself on the block at $13 billion, agentic payments still can't answer who eats the loss when an agent buys the wrong thing, and MarTech ran the real math on what an autonomous AI marketing workforce actually costs. Jack King on what each one means for revenue and go-to-market teams.
Today's stories:
Alibaba Cloud launches Wan 3.0 — 30-second single-shot video at 1080p with audio, and it accepts Word, Excel, PowerPoint, PDF and Markdown files as direct input. Your quarterly deck becomes an explainer. — TechNode, Quartz
Nvidia in talks to back Perplexity above $30B — annualized revenue up from under $250M to more than $750M this year, driven largely by Perplexity Computer, its agent product. Answer engines are becoming an agent business. — The Information, Reuters
The agentic-commerce accountability gap — Google's AP2 proves what a user approved, but not who eats the loss, how long evidence is kept, or how you retrieve it in a dispute. NIST and Senator Warner's AI AGENT Act are still catching up. — Fortune, S.5051
Nvidia pays ~$6B to license Poolside's Model Factory — plus $1B invested at a $12B pre-money valuation, with 100+ engineers moving to the Nemotron open-weight effort. The company that sells the shovels is going into mining. — Forbes, Quartz
Hugging Face explores a sale at $13B+ — the distribution layer for open models is working with a bank to gauge bidder interest, up from a $4.5B valuation in 2023. — TechCrunch, Bloomberg
The real cost of your new AI workforce — metered tokens, custom integration labor, vector storage and ongoing supervision are the line items that never make it onto the quote. — MarTech
Also referenced: EU AI Act Article 50 transparency rules, enforceable since August 2, 2026.
Sponsored by Varosity.ai — the compliance + provenance layer for AI-generated media, across every model. Check any image free: https://varosity.ai/verify
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10min
August 24, 2026The Varosity AI GTM Report — Aug 23: ChatGPT Ads Go Live Across 31 European Markets
Episode 75. Sunday, August 23, 2026. Tomorrow morning ChatGPT starts serving ads in thirty-one European markets at once — the largest single expansion of the newest ad platform on earth, and one you can't self-serve into yet. Jack King unpacks what that does to demand gen, then follows the week's real theme: the receipt. Harvard is charging for coaching from AI clones of its professors, Nuggets shipped a control plane built entirely around proving what an agent was authorized to do, and Snowflake's agents now run while you sleep. Plus the money side — Alibaba diluting shareholders to keep buying compute, and Texas turning on the industry it courted.
Today's stories:
ChatGPT Ads go live across 31 European markets Monday. Free and Go tiers only; buying runs through OpenAI's ads team and agency partners (Publicis, WPP, Omnicom, Havas, dentsu) with self-serve Ads Manager later. Ships with conversion optimization, geo targeting, custom audiences, the OpenAI Pixel and a Conversions API. In the EEA, contextual targeting proceeds on GDPR legitimate interest. — Search Engine Land, Euronews, OpenAI
Harvard Business School's $699 bootcamp is coached by AI avatars of its instructors. HBS Foundry runs eight weeks; HeyGen built the clones, which give feedback on practice pitches and simulated board meetings. Cloned instructor Jeff Bussgang: "a little creepy" — and "my students love it." — TechCrunch
Nuggets launches an Authority Control Plane for autonomous agents. Sits in the execution path, evaluates identity, delegated authority, policy and runtime context before an action runs, adds spending limits, expiry dates and an estate-wide kill switch, and emits a cryptographic "Action Receipt" for every action. — The Fintech Times
Snowflake puts unattended, scheduled agent runs into preview. CoCo automations schedule recurring runs in a managed sandbox, each producing an inspectable Cortex thread — following automations in Snowflake CoWork, where a business user can just ask for a report every Monday. — Snowflake release notes
Alibaba raises $10.2B in Hong Kong's largest share sale to fund full-stack AI — and the stock falls. HK$80 billion, 710 million new shares at a 3.6% discount, all of it into chips, computing infrastructure and models. — Nikkei Asia, Nikkei Asia (reaction)
Texas: Abbott says data center firms "dug their own grave"; Trump says refusing them is "a mistake." Texas has paused new ERCOT interconnections pending a statewide audit of water, power, consumer cost and local approval — while the President argues the sector "could be bigger than oil." — Axios, Axios
Also referenced: the EU AI Act's Article 50 transparency obligations, enforceable since August 2, 2026 — and why the disclosure duty lands on the brand that publishes an AI asset, not the model that generated it. Article 50 overview
Sponsored by Varosity.ai — the compliance + provenance layer for AI-generated media, across every model. Check any image free: https://varosity.ai/verify
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11min
August 23, 2026The Varosity AI GTM Report — Aug 22: 90% of Executives Say AI Hasn't Moved Productivity
Episode 74. Saturday, August 22, 2026. Two numbers landed on the same day and they tell the whole story: roughly ninety percent of executives say AI still hasn't improved productivity at their firms — and Nvidia told its largest customers the hardware underneath all of it is about to cost more than fifteen percent more. Jack King digs into why the productivity gap isn't an AI problem but a targeting problem, using Lowe's as the counterexample, then follows the cost thread through AT&T's routing playbook and into the quiet end of the one-giant-model-for-everything era. Plus: the Hollywood creatives now doing piecework training the models that displaced them — and why that lands on your marketing team as a disclosure obligation.
Today's stories:
About 90% of executives say AI hasn't boosted productivity. Research by Mark Ma (University of Pittsburgh) across millions of Glassdoor reviews, thousands of corporate filings and hundreds of AI investment and layoff announcements, alongside an Atlanta Fed finding. Market reaction to AI-justified layoffs averaged near zero; more than half drew a neutral or negative response. Ma: using AI to justify cutting jobs is "a strategic miscalculation that cuts against the benefits of AI." — Fortune · Futurism · TechXplore
Lowe's: shoppers who use Mylow convert three times more often. CEO Marvin Ellison on the Q2 call; online sales up 15.7% in a quarter where discretionary DIY demand was flat. Mylow Companion is now in store associates' hands. — Customer Experience Dive
Nvidia warns customers of AI server price hikes above 15%. Bloomberg reports systems shipping early next year — including flagship Vera Rubin and Grace Blackwell configurations — will cost more than 15% more, driven by soaring memory costs. — Fortune · CNBC · TNW
AT&T cut its AI bill 56% by routing to open-weight models. VP Mark Austin told The Information the company cut coding and advanced-task costs 56% for roughly a 2% quality drop, using LiteLLM routers to send easy work to Nemotron, Llama and Gemma. Open models now handle ~40% of employee queries; target is 60–70%. — PYMNTS
A 27B-parameter agent beat the frontier at replicating research. Inherent, founded by Google DeepMind alumni, says its Faraday agent — running on Qwen 3.6 — outperformed Claude Opus 4.8 and GPT-5.5 at independently reproducing published paper findings. The lab left stealth in May with a $50M seed. — TechCrunch · Tech.eu
The Hollywood creatives training the AI that replaced them. Writers, editors and VFX artists taking piecework labeling AI outputs via Mercor, Micro1 and Handshake. LA shoot days fell 48% between 2021 and 2025 (FilmLA); motion picture and sound recording employment fell 28% since July 2022 (BLS). One freelancer: "essentially handed a shovel and asked to dig the grave of my profession." — The Guardian (syndicated)
Also referenced: EU AI Act Article 50 transparency obligations (applicable 2 August 2026) · California AI Transparency Act · New York synthetic performer disclosure
Sponsored by Varosity.ai — the compliance + provenance layer for AI-generated media, across every model. Check any image free: https://varosity.ai/verify
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11min
August 22, 2026The Varosity AI GTM Report — Aug 21: Apple Makes AI Disclosure Mandatory
Episode 73. Friday, August 21, 2026. Apple Music makes AI disclosure mandatory, Nvidia proves the harness matters more than the model, Nvidia pays $6B to license Poolside rather than buy it, Rillet becomes a unicorn in 48 hours, New York takes the US tech talent crown, and older pinned models turn out to be the soft spot in your stack.
Today's stories:
Apple Music makes "Made With AI" labels mandatory. Apple's AI Transparency Tags — optional since March — are now required wherever AI created a material portion of a track, artwork, composition, lyrics or video, and become listener-visible labels later this year. Apple defers to content providers on what counts. More than a third of new monthly uploads are entirely AI-generated, at under 0.5% of listening. — MacRumors · Billboard · THR
Nvidia: the harness, not the model, is the real hero. Claude Opus 5 scored 30% on ARC-AGI-3 alone; wrapped in Nvidia's AVO harness it scored 100% — all 183 levels across 25 environments. The difference is persistent memory plus a supervisor layer. Databricks research says harness choice can double AI costs. — TechCrunch · Nvidia
Nvidia pays Poolside $6B to license, not acquire. A $6B non-exclusive license for Poolside's Model Factory, plus $1B invested at a $12B pre-money valuation and job offers to ~109 employees — with the company left standing and the founders in place. — Newcomer · PYMNTS
Rillet raises $100M and becomes a unicorn in 48 hours. The AI-native general ledger closed a Sequoia/Iconiq round it wasn't raising. 600 customers, revenue rate doubled last quarter — roughly half taken from Intuit, 30% from NetSuite and Sage Intacct. — TechCrunch
New York passes the Bay Area as the largest US tech talent market. 394,300 jobs to 375,730 — a first in 13 years of CBRE's scorecard. Finance added 90,530 US tech jobs since 2022 while the tech industry cut 21,262; AI roles grew 45% year over year. — CNBC
Older Anthropic models are the soft spot in your stack. Opus 4.6 and other legacy versions can be jailbroken into explicit content that newer models resist — and they're still serving over a million API requests a day via Anthropic, Azure and Bedrock. Safety behavior is not constant across the version you pinned. — TechCrunch
Sponsored by Varosity.ai — the compliance + provenance layer for AI-generated media, across every model. Check any image free: https://varosity.ai/verify
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10min
August 21, 2026The Varosity AI GTM Report — Aug 20: A Third of the New Web Is Machine-Written
Episode 72. Thursday, August 20, 2026. Pew Research finally put a number on the machine-written web: roughly 35% of pages published since ChatGPT's launch show signs of AI authorship — concentrated almost entirely on the commercial internet, the exact real estate demand-gen teams compete for. Jack King digs into why the study's own caveat matters more than its headline: detectors score probability, not proof, and disclosure law is now landing on top of a detection layer that can't carry the weight. Also today: Ramp's spend data showing enterprise AI loyalty tracks model release cycles almost one-for-one, Ramp launching its own model router hours later, Google handing publishers an embeddable Preferred Sources button, Meta putting an agent inside your ad account, and ChatGPT learning to send texts on your behalf.
Today's stories:
Pew: about a third of the new web shows signs of AI authorship — 490,000 English-language pages from 49 Common Crawl snapshots, scored with an open-weight Pangram model. ~10% of the July 2026 crawl overall; 35% of pages published post-ChatGPT. .com ran roughly 10x the rate of .edu and .gov. Pew notes detectors can misclassify. Pew Research · TechCrunch
Ramp's spend index: OpenAI is closing on Anthropic — across 70,000+ US businesses, Anthropic went 41% → ~44% of business AI spend from May to July while OpenAI went 39% → ~40%, but OpenAI is growing faster this quarter. Nearly 56% of companies now pay for AI, up from 50% in March. TechCrunch
Ramp launches Router — one API endpoint over OpenAI, Anthropic, DeepSeek, Moonshot, MiniMax, Nvidia, xAI and Z.ai, routing each request to the cheapest model that clears your performance bar. Ramp claims ~40% average inference savings; free through end of 2026. Follows Stripe's $7B+ OpenRouter deal and Runway's July router. TechCrunch · Ramp
Google gives publishers an embeddable Preferred Sources button — readers can now mark a publisher as preferred from the publisher's own site, boosting it across Search, Discover and Google News. Google says 345,000+ sources have been selected and users are twice as likely to click through to a preferred source. TechCrunch
Meta's new Mac app plugs an agent into your ad account — system-wide dictation and on-screen Q&A, plus business connections to Instagram, Facebook, Meta ad campaigns and Google Workspace, with campaign analysis, competitive intelligence and deck generation. TechCrunch
ChatGPT can now text people for you — a new Apple Messages plug-in that drafts, edits, deletes and sends on your behalf. OpenAI explicitly warns against granting persistent send approval, because it removes your last chance to review a message. TechCrunch
Sponsored by Varosity.ai — the compliance + provenance layer for AI-generated media, across every model. Check any image free: https://varosity.ai/verify
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10min
August 20, 2026The Varosity AI GTM Report — Aug 19: OpenAI Makes Zero Data Retention a Weapon
Episode 71. Wednesday, August 19, 2026. OpenAI turned data retention into a competitive weapon, launching zero-retention abuse monitoring aimed squarely at Anthropic's thirty-day window — and in the process moved model selection from a benchmark conversation to a procurement one. Jack King also covers Amazon making Alexa+ free on Fire TV and what that does to discovery; Calendly commoditizing the AI note-taker; new polling showing public trust in AI still sliding, and why that turns directly into disclosure liability for the brand that publishes; Cursor giving cloud agents standing orders and long-lived goals; and Google publishing its price for spam-filter relief.
Today's stories:
OpenAI launches Private Safety Processing — abuse monitoring for select enterprise customers that retains zero customer data; only a “narrowly defined signal” reaches OpenAI, and the customer decides whether to share context. Positioned against Anthropic's 30-day retention on covered models. — TechCrunch
Amazon makes Alexa+ free on Fire TV, no Prime required — down from $19.99/month for non-Prime users, auto-upgraded across current-gen Fire TV Sticks, Fire TV Cube, Ember smart TVs and Hisense/Panasonic sets. Amazon says Alexa+ users have nearly twice as many conversations. — TechCrunch
Calendly ships an AI note-taker and “Callie” — recording, transcription, action items and drafted follow-ups, plus an AI scheduling assistant, into a category already holding Granola, Fireflies, Read AI, Otter, Fathom, Notion and ClickUp. CEO Tope Awotona: the value is the work after the meeting. — TechCrunch
AI's trust deficit is getting worse, not better — Pew has 52% of Americans more concerned than excited (up from 37% in 2021), Economist/YouGov has 70%+ saying AI moves too fast, and most 18–34s don't trust AI leaders to act responsibly. The GTM consequence: distrust becomes disclosure law, and the obligation attaches to the brand that publishes, not the model that generates. — TechCrunch
Cursor gives cloud agents standing orders — agents now subscribe to pull requests, Slack threads and scheduled tasks, drive their own PRs to completion, spawn subagents on isolated machines, and hold long-lived goals via a new /goal command. The template every GTM agent vendor will copy. — Cursor changelog
Google opens a verified lane around Gmail's spam filter — the Verified Sender Program launches September 8 for FEC-registered political senders: identity verification via Campaign Verify, one address per campaign domain, and a spam complaint rate that must stay under 0.3% over any 14-day period. Google just published its price for filter relief. — MarTech
Sponsored by Varosity.ai — the compliance + provenance layer for AI-generated media, across every model. Check any image free: https://varosity.ai/verify
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11min
August 19, 2026The Varosity AI GTM Report — Aug 18: The IAB Draws the AI Disclosure Line
Episode 70. Tuesday, August 18, 2026. The ad industry wrote its own rulebook for AI disclosure — and the important part is what you don't have to label. Jack King covers the IAB's risk-based Framework V2 and the audit-trail problem it hands to every brand running five models; Google paying ten million dollars for a bankrupt airline's email archive; ByteDance signing an IP truce with Hollywood over Seedance and Seedream; Alipay shipping the first complete agentic commerce stack; new research showing SEO authority and AI recall have quietly decoupled; and nine months of data proving you're misattributing about a fifth of your AI Overview traffic to Direct.
Today's stories:
IAB publishes AI Transparency & Disclosure Framework V2 — risk-based and materiality-driven, with no blanket labeling; C2PA metadata paired with consumer-facing labels. Arrives 16 days after EU AI Act Article 50 and California SB 942 took effect. — IAB release · MarTech
Google pays $10M for Spirit Airlines' internal corporate data — ~100M emails, 500M Teams messages, 516 code repos, sold out of bankruptcy after outbidding Mercor. — Forbes · Quartz
ByteDance and the MPA sign an AI IP memorandum of understanding — covering Seedance and Seedream across TikTok, CapCut and Dreamina, months after February's cease-and-desist. — Variety · NBC News
Alipay launches China's first full-stack agentic commerce platform — merchants connect to the Ah Bao consumer agent with payment, identity, risk and fulfillment bundled in. — TNGlobal · Finextra
Fractl's AI visibility index — 471 brands rank well on Google and are invisible in AI answers; only 11% of brands appear across ChatGPT, Gemini and Claude, while 77% appear in just one. — MarTech
Nine months of AI Overview data — 51,200 tracked events show AI Overviews driving 7.53% of organic sessions, with ~22.4% of that traffic misattributed to Direct. — Search Engine Land
Sponsored by Varosity.ai — the compliance + provenance layer for AI-generated media, across every model. Check any image free: https://varosity.ai/verify
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11min

FAQs about The Varosity AI GTM Report:

How many episodes does The Varosity AI GTM Report have?

The podcast currently has 76 episodes available.