My life changed when I realized discipline was just the highest form of self-respect. It’s choosing what you want most over what you want now. It’s keeping your word. It’s an act of service to your future self.
If you’re pre-revenue, your investor list should not look like a Series A list.
no traction
no MRR
sometimes no finished product
here are 5 funds (part 1) that still write cheques before the numbers are obvious:
1. @HannahGreyVC (@jessicapeltz) - NYC, $400K-$1M, pre-product or pre-revenue
2. Euclid Ventures (@picnoulos, @oelayat) - SF, $500K-$2M, vertical AI, Day Zero
3. @daybreak_fund (@rex_woodbury) - NYC, $500K-$1M, $33M Fund I, cheques pre-incorporation
4. @beliefholdings (@KevinJDCS) - SF, $500K-$3M, AI + robotics, $20M Dec 2025
5. @_CommonMagic (@sarahdrinkwater) - UK, £100K-£400K, community-first products
Honestly a fire cold email strategy
- DM a business with "Noticed you aren't showing up on ChatGPT"
2. Run this MCP
3. Get an AI audit in minutes
4. Send a Loom video pitching the brand on how to improve
5. Charge $1k–2K/mo
Easy way to print
Revenue leaders blame rep effort and skills for what is really a systems problem.
I see it every day, and I used to live it myself.
That said, I believe that the “GTM Flywheel” is the ideal end-state.
It runs on 3 components:
- FUNDAMENTALS: offer, messaging, positioning
- PEOPLE: sales, marketing, RevOps/GTM engineering
- SYSTEMS: GTM channels, CRM data, tools
The systems layer is where I see the same five mistakes:
1) Sales reps building their own prospecting lists
2) No enrichment or lead scoring, so reps don't know their priorities
3) Marketing generating awareness without routing intent to sales
4) Overpriced, outdated stacks that AI can't plug into
5) Content never treated as a systematic GTM function
The end-state we build toward looks unremarkable.
Reps open the CRM and their accounts are already allocated, already enriched, with the same accounts marketing is running ads to.
TL;DR:
If you’re growth-constrained with:
- solid fundamentals (offer, PMF)
- people (great sales reps & marketers)
... look at the systems layer before anything else.
"GTM iS EaSY"
GTM:
> turn off open tracking
> no link in the first email, ever
> never send from your root domain
> verify emails at send, not at import
> 30 sends a day per mailbox, no more
> plain text, no images, no tracking pixels
> score positive replies, not total replies
> waterfall three data providers, never trust one
> enrich your tier one accounts, not the whole list
> use local data providers for emea and apac lists
> don't discard catch-alls, score them and send anyway
> track headcount deltas by department, not by company
> filter the list by mx record before you write any copy
> funding rounds are the most spammed signal in outbound
> 300 contacts per variant or you are just reading noise
> a first sales ops hire beats a series b as a trigger
> rebuild the list monthly, a third of titles rot every year
> a job post naming your competitor is a displacement signal
> read their job posts for the tech stack, it beats builtwith
> two customers asking for the same integration is a channel
> ai personalization on a bad list only amplifies the bad list
> write the first email to be forwarded down, not read at the top
> champion job changes are your warmest list and they cost nothing
> target whoever owns the pain, then ask them who owns the budget
> measure at meetings held, everything upstream of that is a proxy
> a new vp has 90 days to swap vendors, that window is your campaign
> soc2 on their trust center means they just started selling upmarket
> export closed-won, enrich it, and find the three attributes every account shares that your icp doc never mentions
> find where the champions from your last 20 lost deals work now, and open with the workflow you already know they run
> pull your competitor's sitemap, grab /customers and /case-studies, enrich every logo you find, that's the best list you'll ever build
> scrape every job post that names your competitor, filter to the last 30 days, and send the displacement email to the hiring manager, not the recruiter
> take your churned power users, find their new employers, and open with the exact workflow they used to run, nobody else hitting their inbox knows that
These are my 12 favorite GTM plays for 2026.
I put them all into a free Notion library to share...
(most of these can be done with a CRM, Clay, Claude Code, and maybe 1-2 extra tools depending on the play)
Inside, you’ll get access to:
• Website Visitor De-anonymization (catch the buyers already on your site)
• LinkedIn Engagement Play
• Automated Outbound
• Customer Alumni Play (re-open the buyers who already trusted you)
• Awareness Scoring
• LinkedIn Content System
• Inbound Orchestration
• B2B Ads Funnel
• ICP Modeling
• Champion Tracking
• Programmatic SEO
• ABM + Ads
Reply PLAYBOOK and I'll send you the Notion library.
(must be following)
Sequoia's thesis: the next $1T company sells work🏗️, not software
Sell a copilot and you compete with every model release. Sell the outcome, books closed, contracts reviewed, claims handled, and every AI improvement widens your margin instead of threatening your product.
The insight most people miss: for every $1 spent on software, roughly $6 goes to services.
SaaS chased the software dollar. AI chases the services dollar at software margins.
Not AI for accountants. The AI accounting firm. Not AI for lawyers. The AI law firm
The winners will look like services firms rebuilt on software infrastructure, and most founders are still building copilots.
Which dollar are you chasing?
There are two GTM playbooks for AI companies selling into the enterprise: the Lighthouse and the Landgrab.
Lighthouse: win a few marquee customers, build social proof, and reassure the buyer who’s afraid of making the wrong call.
Landgrab: win on math, move fast, and sign the largest number of customers possible, logo be damned.
Most assume they have to educate the market, and they default to the Lighthouse. But in markets where the buyer already knows the problem and a mistake won’t cost them their job, chasing logos is a distraction.
Full piece from a16z's Joe Schmidt and Julian Marx: https://t.co/IguoXFNZs1
Dear @JPNadda@DrJitendraSingh ji,
We are observing a complete breach of the agreement regarding no police action against the protestors. Hundreds of students have been arrested in Bihar and Bengal, and hundreds are being surveilled/harrassed in Delhi and other states. Multiple reports are emerging in Delhi around detention of volunteers supporting protestors with logistics.
We demand that all the FIRs against the protestors be immediately withdrawn, students be released and no future FIRs be filed (in line with our agreement) by Delhi police / Central investigative agencies / Police in BJP-allied states, FAILING WHICH WE WILL BE FORCED TO SIT ON PROTEST AGAIN.
We also demand that the written agreement around legal cases be shared with us by tomorrow, the aligned timelines with the Government of India.
Elon just personally bought a $1 billion gas turbine company, and no one announced it. No press release, no tweet. The deal only surfaced because a firm holding a 5% stake had to disclose its $50.4 million payout in an SEC filing. What he bought tells you where the real bottleneck in AI is.
APR Energy operates a fleet of mobile gas and diesel turbines totaling over 1 gigawatt. Their units arrive on trucks and can be delivered, installed, and commissioned in as little as a month. The fleet was built for blackout zones and disaster response in countries with unreliable grids.
Here's the constraint that makes it worth $1B to one man: Nvidia can deliver 100,000 GPUs in months. A new grid connection for a power plant spends a median of roughly 5 years in the interconnection queue. The chips depreciate while the paperwork sits.
Elon already lived this. xAI's first Memphis cluster ran 100,000 GPUs on about 150 megawatts, much of it from roughly 35 leased mobile turbines while grid power was pending. Environmental groups sued. The DOJ intervened to keep the turbines running. He was renting the most important input to his most important company.
So he bought the landlord. At $1B for 1+ gigawatts, he paid roughly $1 per watt of dispatchable power he can park anywhere. A gigawatt runs on the order of 600,000 H100-class GPUs.
Every AI lab can buy the same chips. Only one of them now owns a power plant fleet that ships by truck.