AI agents are rebuilding the GTM stack from scratch
A handful of reads from the founder and operator world this week worth pulling out of your inbox and actually thinking about.
GTM stacks are getting rebuilt around agents
The most AI-committed teams are not tweaking their go-to-market tools. They’re replacing them. Small and medium businesses are using agents to recreate software their old SaaS tools can’t match anymore. Larger companies are slower to move because contracts, integrations, and years of operational habits get in the way.
A post by Anita Kirkovska looks at exactly what growth teams are building, buying, or cutting as they rebuild their stacks around agents. Worth the 12 minutes.
Feature discovery is changing
Growth teams used to spend months getting customers to actually try a feature they’d just shipped. That model is breaking. Lovable’s growth lead now flags it in Slack when the agent itself doesn’t know about a feature, because customers describe a job and leave it to the agent to pick the right tools.
The next adoption signal is a customer handing the agent a full workflow after trusting it with one small task. That customer might spend less time inside the app, so the product has to show what the agent decided and give them a way to undo it. Elena Verna covers the full shift in 8 minutes.
Private equity math no longer works the same way
PE firms built their model on software companies with predictable renewals. AI is making those renewals harder to count on, at the same time higher rates make new buyouts harder to finance.
The estimated bar for a typical buyout now sits at 10% to 12% annual EBITDA growth just to match what a 2015 deal could earn with around 5% growth. Meanwhile, revenue growth at Golub Capital’s software borrowers has fallen from 9% to under 3% in two years. The a16z breakdown is 12 minutes and lays out the full squeeze.
Agent experience is the new user experience
The conversation about rebuilding developer tools for coding agents is really just the opening act. Coding agents got good first, so that’s where the early work happened. But every product is heading toward a world where more and more of its users are agents, not humans. Innovation Endeavors makes the case in 20 minutes.
⚡ Quick operator notes
- Apple’s Retention Messaging API lets developers choose which message to show a subscriber who is about to cancel, including text, images, or a special offer. Access is available by request.
- Mercury now lets AI agents prepare payments or transfers that a human still has to approve under the team’s existing permission rules. An employee who can’t see the payroll balance can’t get it through an agent either. Admins can review each agent’s activity and revoke access from the web.
- Vercel Schedules lets agents and applications create, change, or cancel one-time and recurring schedules through code without redeploying. A schedule tells Vercel when to trigger a task and where to send it.
- Frontal sends CRM sales outcomes back to Meta to train its targeting and reports paying $600 per qualified demo.
- EmailEngine earned €750 over 18 months on optional licenses, then collected $2,000 in the first month it required a subscription to keep working.
I’m founder of BizStack at Cagri Sarigoz LLC and a passionate advocate for entrepreneurs.
With over 14 years in tech, marketing, and AI, including my role as Head of SEO at CitizenShipper and co-founder of TaleBot at Intale AI, I’m dedicated to sharing genuine, useful product insights and tips.
At BizStack, I aim to cut through the digital noise to provide clear, actionable advice.
And more than all else, I’m a father to a (always) little girl and a husband.
Contact me at [email protected] for assistance.
