GTM AI Podcast & Newsletter

GTM AI Podcast & Newsletter

Signal vs. Noise

The Week That Proved AI Isn’t a Bubble—It’s a Rebuild

AI raised $150B in 2025. Here's what GTM leaders should know.

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J Moss
Jan 05, 2026
∙ Paid

$150 billion in one year. 800 million devices with Gemini baked in. And Sam Altman casually mentioning trillions—with a T—in data center spending.

If you took the week off, you missed a lot. Here’s what actually matters.

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