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Adam Schoenfeld

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@schoeny

Founder and independent analyst covering AI x GTM at adamgtm.com.
Breakfast enthusiast.
previously founder/CEO at @simplymeasured, siftrock, keyplay
Seattle, WA adamgtm.com Joined September 2007
1.8K Following 10K Followers 6.9K Posts

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Adam Schoenfeld Verified account @schoeny
GTM tech was already a bloodbath. Now agents will probably kill many more vendors.

I see two ways they can survive:
1.) Sell agents.
2.) Sell infra and tools for agents.

Most are still doing SaaS with a chatbox and MCP bolted on. That's not getting any buyers excited.
8 replies 2 reposts 15 likes 4.6K views View on X
Adam Schoenfeld Verified account @schoeny
GTM Tech has been a bloodbath and behind on agents. But a good sign today with @rox_ai raising at $1.3B for "Revenue Agents."

There are two ways GTM vendors can survive
1. Sell agents
2. Sell tools & infra for agents

Rox is a good example on path one.

@clay, @profound, and @HightouchAI have also posted big valuations recently. @Gong_io is re-accelerating at $500M+ ARR and shipped agent builder.

GTM heating up? Excited to watch.
Adam Schoenfeld Verified account @schoeny
Super impressed by the @apify team and vision.

They should get more credit in the agent infra/tools space and be in the conversation with Vercel, Supabase, OpenRouter etc

Especially compelling for GTM.

I’ve been a user and fan for 18 months.

Yesterday I was at #RunbyApify and it got me even more excited. They are a special company with tons of potential.
3 replies 2 reposts 19 likes 872 views View on X