Monthly report
Oct 1, 2026
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11 min read
full EOM readout: 73 market moves, personal agents vs models, GTM's big rounds, the battle for GTM context, and Dreamforce vs Unbound.
Sep 3, 2026
9 min read
full EOM report: 47 market moves, SaaSpocalypse fading, signal-based slowdown, AI theory hype cycles, and the AI slop conversation shift.
Aug 7, 2026
full July report: headless race, Codex closing on Claude, AEO mainstreaming, 23 deals and moves
