Field guide / primary domain

B2B Growth

27

sources in this field

Updated July 16, 2026

Current thesis

The shortest path to orientation.

B2B growth is being restructured by three forces: enrichment-powered targeting (Clay Ads cut LinkedIn CPL from $250 to $25 by pairing enriched audiences with self-maintaining exclusion lists, solving the work-email-vs-personal-profile mismatch; 90%+ LinkedIn and 60%+ Meta match rates now feasible), GTM engineering as a technical system (scraping competitor ad engagers, enriching with emails/phone numbers via Exa/Apollo, pushing to Instantly for outbound), and agent-driven outbound that replaces rigid sequences with tool-equipped agents determining execution from context. Competitor LinkedIn ads are a high-intent source because engagers actively hand-raise interest; engagement pods hurt reach by recycling the same audience. The LinkedIn organic formula combines demonstrating outcomes, using AI to bridge to outcomes, documenting process, and gating implementation assets behind engagement. Corey Haines' 17.4K-star marketingskills repo shows demand for 36 composable marketing skills executable by agents. Structurally, SaaS multiples compress as AI commoditizes features; durable moats are compounding data loops captured through agent-driven write-path workflows (reasoning traces), not read-path incumbents receiving data via ETL. Network effects harden as AI makes competitors trivial to build—existing liquidity compounds while others fight scraps. Marcus Moretti's "no MCP, swiftly cancelled" rule puts a 12-month death timer on any vendor lacking integration support, making integration platforms like Nango increasingly load-bearing.

Evidence board

Claims worth carrying forward
01

Firecrawl beats Hermes's native web search: it returns cleaner data, faster responses, and fewer tokens. Browserbase handles real browser sessions (login, clicks, booking). Hermes auto-selects between them per task—plug in both and leave them on by default.

02

Minimal Hermes stack covering ~80% of use cases: Firecrawl + Browserbase + Google Workspace + GitHub + Obsidian. Composio adds all integrations in one click, eliminating manual OAuth/API wiring.

03

Apify provides pre-built scrapers for X, LinkedIn, Instagram, and Google Maps—the practical workaround for X's $5k/mo official API cost. Reddit integration surfaces real user opinions for market research without API friction.

04

Readwise integration makes every saved highlight (books, articles, tweets, podcasts) queryable by Hermes, directly addressing the 'dead knowledge' problem where saved content is never retrieved. Granola/Fathom adds searchable meeting transcripts for recall queries like 'what did that client say about pricing last month.'

05

Anthropic launched a $1.5B FDE joint venture with Blackstone, Goldman Sachs, and H&F; OpenAI simultaneously announced a $10B vehicle called 'The Deployment Company' with TPG. Both moves signal that AI deployment bottlenecks—not model capability—are now the primary constraint on enterprise adoption.

06

Financial services is Anthropic's 2nd largest enterprise revenue source; 40% of their top 50 customers are financial institutions. They announced 10 domain-specific financial agents, hired a Goldman Sachs COO/Head of Product as MD of Financial Services, and launched a major FIS partnership including a Financial Crimes Agent.

07

SAP banned unapproved third-party agents (reportedly targeting OpenClaw), joining HubSpot, Workday, Salesforce, and ServiceNow in locking down systems-of-record access. Near-term revenue motive is clear, but long-term viability is uncertain as agents gravitate toward open platforms.

08

Salesforce 'Headless 360' (launched at TDX) opens its platform to third-party agents, betting that openness beats lock-in in the agent era. The monetization question is unresolved: Salesforce plans to charge for data access, which customers contest as their own data.

Adjacent fields

Key voices

Latest evidence

Recent additions

All synthesized insights →

Matt Slotnick

FDE JVs, Anthropic's Financial Services Push, and Enterprise AI Platform Wars

In May 2026, both Anthropic ($1.5B JV with Blackstone/Goldman/H&F) and OpenAI ($10B 'The Deployment Company' with TPG) launched field deployment engineering vehicles, signaling that deployment bottlenecks—not model capability—are the limiting factor. Anthropic simultaneously went vertical in financial services (40% of top 50 customers are financial institutions), while enterprise SORs like SAP, Workday, and ServiceNow moved to lock down third-party agent access. Salesforce countered with 'Headless 360,' betting on openness and a partner ecosystem instead.

Aaron Katz

ClickHouse Sales Copilot with Production Observability

> We built a custom sales co-pilot on ClickHouse Agents, and 81% of our sales org uses it every single day to manage accounts worth hundreds of millions of dollars. They're having thousands of conversations that use our data warehouse, salesforce, internal docs and public feeds to support our custom