Everything I measured in AI x GTM last month

I took the last few days to look across my entire corpus of data and analyze the last month. In this post, I’ll share the most interesting things I found from July with every number, table, and story. Everything comes from a panel of sources that I carefully curate for credibility and GTM relevance: operators, practitioners, and people shaping marketing and sales.

Welcome back. This is the July 2026 EOM GTM Report, full readout. Big picture first. Then 7 tables, dozens of stats, and 23 key moves.

100K feet. Three themes stood out:

1.) GTM conversations about AI coding are diversifying beyond Claude Code mania. AI Coding & Coding Agents was the #1 tracked topic at 14.3% of July conversation. Claude Code remained #1 in the entire Index at 99, but Codex is the faster-moving brand, hitting 74 and +18% growth vs the field in July. The bigger spikes were the topics around the models: Open vs. Closed Models rose 45% from June, Model Routing +36%, and Evals +42%. Token Spend & Cost Controls — token cost and margin pressure as an operating decision — grew 22% from June. Claude Code is still the category leader, but the conversation is becoming much more than one product.

2.) The headless race is here. Nobody wants to click around a dashboard. Headless & Agent Interfaces is the #5 topic cluster in the index at 8.7% of July — and the race stepped up in April: the cluster has held near 9% for four straight months, up 67% from January. The sharpest sub-topic is CLIs for GTM. It’s up 50% in July and roughly 9× its January share. MCP was the #4 measured topic at 6.8%, roughly flat from June. Clay’s API and CLI post generated 740 engagements at 6.0× its normal rate, while Dharmesh Shah’s Agent Builder post for HubSpot generated 2,294 at 5.2×. Every players cares about this race with one exception: The true agent pure-plays like Fin, Rox, Artisan, and 1Mind. Agent-born, pure plays can sell outcomes. But if you’re an incumbent, go headless.

3.) AEO is mainstreaming. AEO/GEO was the #2 topic cluster in the index at 13.7% SOV, but down 6% from June. CMOs know it matters and they’re moving on it. This is good for the established AEO platforms (Profound, Airops, Ahrefs, Semrush), but any new player now needs a very different angle of attack.

The new Topics index measures 67 topics grouped into 23 curated clusters. The tables below rank clusters and measured topics together. These are overlapping views of the market, not mutually exclusive buckets.

CLIs for GTM had the biggest spike on a small base, but the combined view pulled out a second story: Open vs Closed, governance, evals, ROI, and spend controls are all trending. The days of pure token maxxing might be coming to an end.

I track six market contests. Grouping is my framework; measurement is brand SOV. Here’s who led each as of July 31.

Scores were recomputed as of July 31. For this table, each brand belongs to one market. Clay appears only in Orchestrators; Profound and AirOps only in AEO. They count in multiple races in the live Index

Looking at the Index by stage helps show which brands are standing out against peers with similar resources.

Scaled means public, 250+ employees, or $150M+ raised. Growth means 50–249 employees or $25M+ raised. Startup means under both Growth thresholds. Products inherit their parent’s stage. Open-source projects without a standalone operating company are excluded.

Ali Ghodsi had the biggest strategy post by total engagement. James Cadwallader had the largest spike against his own trailing baseline.

Engagement is likes, comments, and reposts. Stats refreshed August 5.

Four more July deals landed on the tracker. The running GTM Tech acquisitions table goes back to 2025. Here are the deals I found most GTM relevant and how they landed with the market.

Zoom agreed to acquire Common Room. Common Room had raised $52.9M and reached a $300M valuation in 2021. It becomes the buyer-intelligence layer inside Zoom Revenue Accelerator. This was the third acquisition of a tracked AI-GTM company by a public incumbent in 18 days, after Salesforce/Fin and HubSpot/Warmly.
→ Read More: Linda Lian, CEO and co-founder, 1,597 engagements and a 25.1× spike | Adam’s post, 519 engagements and a 3.6× spike | Company announcement

Reevo acquired Ciro and bought the prospecting agent instead of building one. Reevo had raised roughly $80M. Ciro was a YC S22 company with $3.8M raised and an index of more than 500 million people and companies.
→ Read More: Richard Lee, CEO and co-founder, 520 engagements and a 13.7× spike | Company post, 94 engagements and a 6.3× spike

The Swarm acquired Commsor. The deal folds Commsor’s Go-To-Network product and relationships infrastructure into The Swarm. Commsor’s products are winding down, part of its remaining capital is being redeployed, and founder Mac Reddin is staying on as an advisor.
→ Read More: David Connors, CEO and co-founder, 299 engagements and a 26.0× spike | Deal page

Clarify acquired Seam AI, the latest “6sense killer.” The five-person company had raised a $5M disclosed round and was founded in 2023. Clarify Signals will combine Seam’s external signals with the CRM instead of leaving that context in another point solution.
→ Read More: Founder-authored announcement | Adam’s post, 317 engagements and a 2.3× spike

I sorted these by GTM relevance, then looked for the best founder or CEO receipt.

Aligned raised a $60M Series B for its buyer-facing “System of Action.” Aligned said 70,000 sellers and one million buyers use the platform monthly. Gal Aga also reported 30% faster sales cycles, 15% higher win rates, and tripling ARR among customers.
→ Read More: Gal Aga, CEO and co-founder, 1,092 engagements and a 3.1× spike | Company release

Oxylabs raised $130M from Warburg Pincus at a $3.6B valuation. It was the Lithuanian company’s first outside investment after more than a decade bootstrapped. Unreal story that almost nobody here talks about.
→ Read More: Company post, 548 engagements and a 30.4× spike | Company announcement

Passionfroot raised a $15M Series A led by Insight Partners. The company is using the round to expand its creator-led GTM platform and Zest AI workflow into the US. Customers include Figma, HubSpot, Intercom, DeepL, ElevenLabs, Attio, and Gamma.
→ Read More: Jennifer Phan, CEO and co-founder, 2,629 engagements and a 17.4× spike | Company release

Databricks raised a strategic round at a $188B valuation. The round moved Databricks up from a $134B valuation in February. Ali Ghodsi tied the financing to a move from tokenmaxxing to valuemaxxing, with model routing and cost control becoming part of the enterprise pitch.
→ Read More: Company post, 4,999 engagements and a 22.7× spike | Company announcement

ElevenLabs entered tender-offer talks at a roughly $22B valuation. The report would double its February valuation. Mati Staniszewski gave the clearest operating context later in the month: $600M in total ARR, another $100M+ added in Q2, and 10 million ElevenAgents conversations per week.
→ Read More: Mati Staniszewski, CEO and co-founder, 2,594 engagements and a 1.8× spike | Bloomberg tender report

The standouts combined market response with strategic significance. The rest mattered because of the pattern they created together.

LinkedIn added a “seems like AI slop” report button and killed its own AI post-writing tool. Generate and detect, inside one company, on one day. The move landed inside one of the biggest content conversations of the year.
→ Read More: TechCrunch

HubSpot launched Agent Hub and Agent Builder in public beta. The important detail was composability: agents are CRM-integrated, can trigger on non-CRM events, and can call other agents.
→ Read More: Dharmesh Shah, 2,294 engagements and a 5.2× spike | Company post, 837 engagements and a 12.3× spike | My take on the missing CLI

Profound launched Aim. This is the role model for where AEO is going. Dashboards tell you what happened. Aim watches brand visibility across AI search and tells you what to do next.
→ Read More: James Cadwallader’s launch post, 1,867 engagements and a 17.2× spike

Clay shipped an API, a CLI, and an Agent Plugin. You can operate Clay from Claude Code, Codex, or Cursor instead of living in the UI. This was the clearest product expression of the headless race.
→ Read More: Launch post, 740 engagements and a 6.0× spike

Apollo.io shipped a CLI. Apollo said 500,000+ teams are building on its API and 40,000+ are building on its MCP. The CLI turns a large GTM data platform into headless infrastructure.
→ Read More: Launch post, 168 engagements and a 3.9× spike

Gong continued to flex enterprise GTM. It launched through Microsoft Marketplace, opening the Teams and Copilot distribution surface. Smart move against a huge enterprise TAM.
→ Read More: Launch post, 219 engagements and a 4.3× spike

Webflow shipped MCP 2.0. Agents can build, manage, and analyze Webflow sites from chat. The launch landed much harder than a normal company post.
→ Read More: Launch post, 643 engagements and a 27.4× spike

The MCP and AI-app roll call got long. ZoomInfo put Account Research Agents inside Claude, Codex, and Perplexity. 6sense opened its MCP server, Clari entered Claude’s connector directory, and Clay shipped an MCP for reps. The category message is distribution: put the data where the agent already lives.
→ Read More: Henry Schuck’s launch post, 293 engagements | MCP server post, 121 engagements and a 4.8× spike | Connector post, 24 engagements and a 3.4× spike | MCP for reps, 181 engagements

Jasper shipped GEO Hub and GEO Agent. This is a big category move even though the announcement itself was quiet. Jasper is bringing AEO into the content operating system instead of treating it as a standalone dashboard.
→ Read More: GEO demo, 24 engagements

Adobe launched Brand Visibility. The product connects AI-search visibility to Adobe Analytics. AEO gets more consequential when a CMO can connect citations and recommendations to revenue.
→ Read More: Steve Toth’s product breakdown, 157 engagements

Outreach launched Agent Studio. The product lets teams build and govern agents inside the sales platform, including account research, deal support, and coaching workflows.
→ Read More: Launch post, 102 engagements and a 4.2× spike

My goal was to understand the topics and trends driving GTM strategy and technology over the last month. It was an active month. The short version: AEO became part of the operating mix, software kept opening itself to agents, and the coding conversation spread into the rest of GTM.

What did you think about this format? Keep or kill for August?

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This is the table version of the newsletter: every move discussed above, in one place. Get the HTML version here with links

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