The GTMnow Podcast

AI Infrastructure Spending is Insane: Hyperscalers Betting $575B on the Data Center Race | Tomasz Tunguz

This year's data center infrastructure spending will be the 5th largest infrastructure project in history (bigger than everything except railroads and the two world wars). Tomasz Tunguz breaks down what nobody appreciates about the scale of the AI boom.

Tomasz Tunguz is a Partner at Bessemer Venture Partners and one of the most insightful voices on AI infrastructure, data stacks, and founder strategy.

In this episode we cover:
00:00 - Intro & The Scale Nobody Anticipated
02:13 - Data Center CapEx Could Hit 5-7% of US GDP by 2030
05:21 - For Every $1 AI Companies Make, They Spend $12 on Infrastructure ($575B Bet)
06:20 - Market Share Capture vs. Margin Games: The Chicken Game Big Tech is Playing
09:48 - How the Data Stack & AI/ML Worlds Have Completely Fused
12:33 - Product-Market Fit is No Longer Binary: It's Continuous Now
15:17 - How AI is Changing Venture Capital & Portfolio Management
17:09 - The Future: Image & Video Data is Going to Require MASSIVE Infrastructure
18:25 - Pattern Recognition Across Winning Companies (Domain Expertise is Key)
20:50 - Hot Take: Corporate Org Structure Will Transform in 5 Years
21:00 - Final Advice to Founders: Nobody Knows the Answer
Key Insights:
- Hyperscalers are spending ALL free cash flow + borrowing heavily to fund data center CapEx (Meta, Google, Oracle levered 7:1 on cash flow basis)
- The dominant metric: intelligence per watt of electricity
- Anthropic rumored to have very high gross margins (first wave competition)
- Data teams are now reporting to heads of engineering (huge organizational shift)
- Inference demand is infinite: models are growing 5-10x in size
- Foundation models broke product-market fit: it's now continuous, not static
- Second-time founders win because they understand domain history & distribution
- PR is now a major distribution channel for AI companies (unlike software era)
- Building for images & video is the next frontier (1,000-10,000x larger than text data)

Watch this if you're:
- Founders building AI/data companies
- Investors analyzing the AI infrastructure play
- Product leaders understanding AI's organizational impact
- Anyone following the AI market seriously

Connect with Max:
https://x.com/hackitmax
https://www.linkedin.com/in/maxaltschuler/
Connect with Paul:
https://x.com/PaulGTM
https://www.linkedin.com/in/paulsirving/

Guest: Tomasz Tunguz, General Partner
https://www.linkedin.com/in/tomasztunguz/
https://x.com/ttunguz

Host: Sophie Buonassisi, SVP at GTMnow
https://www.linkedin.com/in/sophiebuonassisi/
https://x.com/sophiebuona

ABOUT GTMnow 
GTMnow is the media arm of GTMfund, sharing the strategies, tactics, and stories from the operators and investors building the next generation of go-to-market.

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Brought to you by: AngelList
From starting as a small, operator-led rolling fund, to evolving to an institutional platform, AngelList has been a core partner in every phase of GTMfund’s growth. Their software-first fund admin infrastructure allowed us to scale without sacrificing agility, from onboarding hundreds of LPs seamlessly to handling compliance, capital calls, and reporting as our fund size evolved.

Transcript available under the episode here: https://gtmnow.com/tag/podcast/
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GTMnow is a media brand brought to you by VC firm, GTMfund: https://gtmfund.com/

The GTMnow Podcast
The GTMnow Podcast is a weekly podcast featuring interviews with the top 1% GTM executives, VCs, and founders. Conversations reveal the unshared details behind how they have grown companies, and the go-to-market strategies responsible for shaping that growth.

Visit gtmnow.com for more episodes and other interesting content.

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 humans AND AI agents are your audience.

Linda breaks down why Webflow is no longer "just a website builder" (it's an agentic web marketing platform), what the Vidoso acquisition unlocks for AI-generated brand assets, and how the rise of Answer Engine Optimization (AEO) is forcing marketers to rethink content from the ground up. She also shares the practical playbooks her team uses to "vibe" sites into production with the Webflow MCP server, why human creativity is the only real moat left, and how she built her own personal CRM using Claude Code.

If you run a GTM team, lead marketing, or are trying to figure out what your website should even look like in 2026, this one is essential.

WHAT YOU'LL LEARN
-Why your website is now the #1 source of truth for humans, bots, and agents
-The shift from static sites to continuously optimizing, dynamic experiences
-How "vibe coding" with MCP is changing the way teams build on the web
-Inside the Vidoso acquisition and what "brand-governed AI" actually means
-AppGen: going from prompt to production without losing brand consistency
-Answer Engine Optimization (AEO): the non-obvious mistakes marketers are making
-How to structure a marketing team made of humans plus agent swarms
-The "5 words" exercise every CEO should run inside their company
-Linda's personal CRM built with Claude Code (and how Webflow scales internal AI)
-Why "unlimited credits" and Builder Days unlock real AI productivity

ABOUT THE GUEST
Linda Tong is the CEO of Webflow, the agentic web marketing platform powering some of the most respected brands on the internet. Before stepping into the CEO role, Linda served as President and COO at Webflow, and previously led product at Cisco's AppDynamics and held senior roles at Google.

CHAPTERS 
00:00 Intro 
01:41 From static to dynamic 
03:12 Inside the Vidoso acquisition 
05:38 The human moat 
07:17 Beyond the website builder 
08:55 Structuring human + agent teams 
09:58 AppGen, explained 
10:45 Prompt to production 
12:11 AEO misconceptions 
14:40 Holistic AEO strategy 
16:38 The 5 words exercise 
18:10 Linda's personal CRM 
19:31 Central vs. individual AI 
20:44 Inside Webflow's Builder Days

Guest: Linda Tong, CEO Webflow
https://www.linkedin.com/in/lktong/
https://x.com/YayLT

Host: Sophie Buonassisi, SVP at GTMnow
https://www.linkedin.com/in/sophiebuonassisi/
https://x.com/sophiebuona

ABOUT GTMnow 
GTMnow is the media arm of GTMfund, sharing the strategies, tactics, and stories from the operators and investors building the next generation of go-to-market.

Visit us on: https://gtmnow.com
Follow us on LinkedIn: https://www.linkedin.com/company/gtmnow
Follow us on X (Twitter): https://x.com/GTMnow_
Follow us on YouTube: https://www.youtube.com/@GTM_now
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Sponsors: 
.Tech - Domains, where the next generation of builders is planting their flag.
Secure your .tech domain today from any registrar of your choice. 

Transcript available under the episode here: https://gtmnow.com/tag/podcast/

Subscribe to GTMnow for the latest episodes! https://gtmnow.com

For inquiries about sponsoring the podcast, email [email protected]

GTMnow is a media brand brought to you by VC firm, GTMfund: https://gtmfund.com/

#GTMnow #Webflow #AI #LindaTong #AnswerEngineOptimization #AEO #GoToMarket #B2BMarketing #AgenticAI #VibeCoding #AIAgents #FutureOfWeb #MarketingPlatform #SaaS #aimarketing
The GTMnow Podcast
The GTMnow Podcast is a weekly podcast featuring interviews with the top 1% GTM executives, VCs, and founders. Conversations reveal the unshared details behind how they have grown companies, and the go-to-market strategies responsible for shaping that growth.

Visit gtmnow.com for more episodes and other interesting content.

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, founder & CEO of Reevo, to unpack how AI-native companies will replace legacy GTM systems, why the future of sales teams looks radically different, and how AI agents are becoming the new operating layer for revenue teams.

David shares why Reevo stayed in stealth while building a vertically integrated AI revenue operating system, the problem of institutional knowledge loss in sales organizations, and why the old playbook for SaaS and GTM is breaking in 2026.

We also dive deep into:
- AI-native go-to-market strategy
- The death of the legacy SaaS tech stack
- Revenue operating systems explained
- AI agents for sales, marketing, and customer success
- How founders should think about AI adoption
- Building startups in the age of AI
- Why “failure is the cornerstone of innovation”
- AI-driven sales productivity and revenue efficiency
- Founder-led sales in 2026
- The future of CROs, CMOs, and RevOps
- AI copilots, Jarvis-style workflows, and GTM automation
- Scaling teams without scaling headcount

If you're a founder, CRO, CMO, GTM leader, SaaS operator, AI builder, or investor trying to understand where B2B software and go-to-market are headed next, this episode is for you.

Timestamps:
 00:00 Intro
 01:20 Why Reevo built in stealth
 04:50 Why AI can finally disrupt GTM tech stacks
 09:20 What Reevo actually does
 11:10 AI outcomes vs headcount growth
 15:00 How AI changes leadership & innovation
 19:00 Why legacy GTM teams are vulnerable
 23:00 The future of AI-native GTM organizations
 29:00 Running an AI-native company internally
 34:00 David’s favorite AI workflows & tools
 37:40 Advice for introverted founders & leaders

Host: Sophie Buonassisi, SVP Marketing at GTMnow
https://www.linkedin.com/in/sophiebuonassisi  

Guest: David Zhu, Co-founder and CEO at Reevo
https://www.linkedin.com/in/zhuventures/

Visit us on: https://gtmnow.com
Follow us on LinkedIn: https://www.linkedin.com/company/gtmnow
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Sponsors: 
.Tech - Domains, where the next generation of builders is planting their flag. Secure your .tech domain today from any registrar of your choice. 

Transcript available under the episode here: https://gtmnow.com/tag/podcast/

Subscribe to GTMnow for the latest episodes! https://gtmnow.com

For inquiries about sponsoring the podcast, email [email protected]

GTMnow is a media brand brought to you by VC firm, GTMfund: https://gtmfund.com/

#AI #Sales #GTM #SaaS #ArtificialIntelligence #RevenueOperations #Startup #B2B #RevOps #AIAgents #Founder #SalesLeadership #CMO #CRO #GoToMarket #AIStartup #TechPodcast #SalesTech #FutureOfWork #Automation

The GTMnow Podcast
The GTMnow Podcast is a weekly podcast featuring interviews with the top 1% GTM executives, VCs, and founders. Conversations reveal the unshared details behind how they have grown companies, and the go-to-market strategies responsible for shaping that growth.

Visit gtmnow.com for more episodes and other interesting content.

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 on outcomes, not subscriptions.
In this episode of the GTMnow VC Podcast, Tyler sits down with Max to break down what comes after SaaS pricing, why founder intensity is the only trait that still matters in 2026, and how Pelion concentrates capital into its biggest winners (Cloudflare alone returned over $1B to the fund). He also shares why most startups won't survive going head-to-head with OpenAI and Anthropic, the "bent the odds" contract he signed with Redo's CEO, and the lesson from raising four kids that changed how he leads.
This is an honest, no-fluff conversation about where venture is going as AI commoditizes software.
Chapters:
00:00 Intro
01:14 Intro
18:48 Tyler joins
23:09 "Sell Jesus, sell anything"
27:42 The $2.5B Divvy exit
34:39 The "bent the odds" contract
38:11 Startups vs. OpenAI and Anthropic
39:05 "Software is worth zero"
40:55 The death of per-seat pricing
43:02 Lessons from raising 4 kids
46:44 "LinkedIn is the trailer park"
Connect with Tyler:
https://x.com/thogge
https://www.linkedin.com/in/thogge/
Connect with Max:
https://x.com/hackitmax
https://www.linkedin.com/in/maxaltschuler/

Connect with Paul:
https://x.com/PaulGTM
https://www.linkedin.com/in/paulsirving/

About Tyler Hogge:
Tyler Hogge is a General Partner at Pelion Ventures, Utah's oldest and largest venture fund with $500M AUM across eight funds. Before Pelion, Tyler was VP of Product at Divvy, which sold to Bill.com for $2.5B in 2021. Earlier in his career, he was a product leader at Wealthfront under Andy Rachleff and Adam Nash. He's based in Utah and one of the most active venture capitalists on X.

About GTMnow:
GTMnow is the media arm of GTMfund, a pre-seed and seed-stage B2B SaaS venture firm backed by an LP base of 300+ C-suite and VP-level operators from the best go-to-market organizations in tech. The GTMnow VC Podcast publishes every other week with the investors and operators shaping the next decade of B2B software.

Brought to you by: AngelList
From starting as a small, operator-led rolling fund, to evolving to an institutional platform, AngelList has been a core partner in every phase of GTMfund’s growth. Their software-first fund admin infrastructure allowed us to scale without sacrificing agility, from onboarding hundreds of LPs seamlessly to handling compliance, capital calls, and reporting as our fund size evolved.

Transcript available under the episode here: https://gtmnow.com/tag/podcast/

Subscribe to GTMnow for the latest episodes! https://gtmnow.com

For inquiries about sponsoring the podcast, email [email protected]

GTMnow is a media brand brought to you by VC firm, GTMfund:
https://gtmfund.com/

Subscribe for new episodes every week

#VentureCapital #VCpodcast #SaaS #AI #B2BSaaS #GTMnow #StartupFunding #TylerHogue #PelionVentures #FounderAdvice

Visit us on: https://gtmnow.com
Follow us on LinkedIn: https://www.linkedin.com/company/gtmnow
Follow us on X (Twitter): https://x.com/GTMnow_
Follow us on YouTube: https://www.youtube.com/@GTM_now
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Follow us on Instagram: https://www.instagram.com/g
The GTMnow Podcast
The GTMnow Podcast is a weekly podcast featuring interviews with the top 1% GTM executives, VCs, and founders. Conversations reveal the unshared details behind how they have grown companies, and the go-to-market strategies responsible for shaping that growth.

Visit gtmnow.com for more episodes and other interesting content.

Boomi was founded in the early 2000s by Rick Nucci, acquired by Dell in 2010, and then spun out to Francisco Partners and TPG Capital in 2021. Today it powers 30,000+ enterprise customers globally and moves more data per second than the entire Visa card network, times two. What started as an integration platform has evolved into something bigger: the leading data activation company, purpose-built for the agentic AI era.

Steve Lucas took over as CEO in early 2023, just as ChatGPT was about to reshape the entire software landscape. A three-time CEO with nearly 30 years in enterprise software, Steve previously led Marketo through its $4.75B acquisition by Adobe (the largest in Adobe's history at the time), scaled iCIMS into the world's leading talent acquisition cloud, and held senior roles at SAP, Salesforce, Adobe, and BusinessObjects. He's also the author of "Digital Impact: The Human Element of AI Driven Transformation," a book arguing that the AI revolution will stall unless companies fix the fragmentation of their data first.

In this episode, Sophie Buonassisi sits down with Steve at HumanX in San Francisco to unpack why 2026 is the year AI moves from pilot to production, the three diagnostic questions every CEO should ask before deploying agentic AI, and why "change only happens at the speed of trust." Steve also gets candid about the internal protest that erupted when Boomi rolled out its first CSM agent, his prediction that AI will go from influencing 20% of executive decisions to making 90% of them within 2 years, and how he picked up Claude Code on an airplane to vibe-code a contracts agent for his sales team.

If you're a founder, operator, or GTM leader trying to figure out whether your business is actually ready for agentic AI (or just chasing the buzzword), this one is for you.

TIMESTAMPS
0:00  Intro
0:58  Welcome to GTMnow at HumanX
1:10  Why 2026 is when AI moves from pilot to production
2:32  Influencing decisions vs. making decisions: the next 2 years
3:18  Digital Impact: why fragmentation will stall the AI revolution
5:01  "Get your data to the gym": the new slogan
5:20  The 3 questions to know if your company is AI-ready
6:47  Change happens at the speed of trust
7:53  The internal protest behind Boomi's CSM agent
9:32  From integration platform to data activation: the strategic shift
10:50 Steve's most transformative AI workflow as a CEO
11:12 Vibe coding with Claude on an airplane
12:20 Where to follow Steve and Boomi

Host: Sophie Buonassisi, SVP Marketing at GTMnow
linkedin.com/in/sophiebuonassisi  

Guest: Steve Lucas, CEO at Boomi
https://www.linkedin.com/in/nstevenlucas/

Visit us on: https://gtmnow.com
Follow us on LinkedIn: https://www.linkedin.com/company/gtmnow
Follow us on X (Twitter): https://x.com/GTMnow_
Follow us on YouTube: https://www.youtube.com/@GTM_now
Follow us on TikTok: https://www.tiktok.com/@gtmnow_
Follow us on Instagram: https://www.instagram.com/gtmnow_/

Sponsors: 
.Tech - Domains, where the next generation of builders is planting their flag. Secure your .tech domain today from any registrar of your choice. 

Transcript available under the episode here: https://gtmnow.com/tag/podcast/

Subscribe to GTMnow for the latest episodes! https://gtmnow.com

For inquiries about sponsoring the podcast, email gtmnow@gtm
The GTMnow Podcast
The GTMnow Podcast is a weekly podcast featuring interviews with the top 1% GTM executives, VCs, and founders. Conversations reveal the unshared details behind how they have grown companies, and the go-to-market strategies responsible for shaping that growth.

Visit gtmnow.com for more episodes and other interesting content.