AI Costs Are Skyrocketing—But Productivity’s the Real Prize
The AI boom is burning capital fast—but the long game is about GDP, not GPUs. In this week’s GTM NewsDesk, Mark and Nick unpack Benedict Evans’ “AI Eats the World” report and the implications for cost, complexity, and customer expectations. The takeaway? AI is infrastructure now—and the winners will be those who make it invisible, seamless, and human-first.
Anthropic’s models may soon cost $10B to train, and Microsoft’s $80B AI bet underscores the arms race underway. But don’t panic—Mark argues CapEx spikes now are buying future margin. The real question: Will AI make businesses more productive or just more bloated?
Meanwhile, GTM automation is evolving. It’s not just email flows anymore—it’s AI agents managing discovery, purchase, and implementation across the entire go-to-market engine. Dharmesh Shah (HubSpot) predicts vertical-specific agents will reshape how companies sell, support, and scale. Think: AI that not only generates content from a YouTube video but tailors it into LinkedIn gold.
🔥 Top takeaways:
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Simpler wins. Customers don’t want complexity; they want clarity and outcomes.
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AI isn’t magic—it’s a tool to augment, not replace, human empathy in storytelling and positioning.
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GTM teams must prep for a hybrid future, where agents co-pilot workflows, not just content.
The future isn’t just AI-native. It’s people-first, productivity-driven, and positioned to deliver results without losing the human thread.
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