The Friday Note — Issue #4

The Pattern Emerges

March 7, 2026 • The Full Stack

After 35 daily editions and 180+ articles, a pattern is unmistakable: we're watching a phase transition happen in real-time.

This week, I wrote up everything I learned from a month of reading every AI + PMM story I could find. The short version: buyers are becoming agents, thought leadership is dead (replaced by receipts), and only 6% of marketers have fully implemented AI.

Plus: meet Evertune, our Vendor of the Week — helping brands stay visible when AI does the searching. And a shoutout to fellow SAP PMM Skyler Neal, whose newsletter is worth your attention.

—Chris

I Read Every AI + PMM Story for a Month. Here's What's Actually Coming.

After 35 editions and 180 articles, the patterns are clear — and some of them aren't what you'd expect.

🔐 Competitive Intel Dashboard

What if you had an analyst who never slept — monitoring competitor websites for positioning changes, pricing updates, and AI strategy shifts?

We built exactly that. The dashboard tracks Salesforce, Workday, Oracle, Adobe, Hightouch, Segment, Amperity, and RudderStack — updated weekly.

Evertune

GEO Platform for AI Search Visibility

Founded: April 2024 Funding: $19M Series A Investors: Eniac Ventures

What they do: Help brands understand and improve how they appear in AI-generated search results across ChatGPT, Claude, Gemini, Perplexity, and AI Overviews.

Why it matters: Gartner predicts 25% decline in traditional search by 2026. If you're not showing up when someone asks ChatGPT "what's the best solution for X," you're invisible in the fastest-growing discovery channel.

Founders: Brian Stempeck (ex-Trade Desk CSO), plus Adbrain co-founders — serious adtech pedigree.

Read the full profile →

This Week in AI + PMM

🔥 OpenAI Lands Pentagon Deal — Hours After Anthropic Blacklisted

OpenAI secured a DoD contract for classified networks just hours after Anthropic was designated a "supply chain risk to national security." The divergence: Anthropic refused to remove safety guardrails; OpenAI negotiated.

📈 NVIDIA: Enterprise Agentic AI Has Hit an "Inflection Point"

Jensen Huang declared it during earnings: agentic AI adoption has crossed from pilot to production. Fiscal 2026 revenue: $216 billion, up 65% YoY.

💰 Enterprise AI-Native Spend Up 94% YoY

New Tropic data from $18B in software spend: AI-Native tools grew 94% while "Primarily SaaS" limped at 8%. Companies are betting on purpose-built AI.

⚠️ The "AI Tax" Is Real: 20-37% Price Increases at Renewal

Vendors are using AI to push renewal increases of 20-37% — far beyond typical 3-9% uplifts. Tactics include forced SKU migrations and credit-based pricing.

📊 Only 6% of Marketers Have Fully Implemented AI

Reality check from Supermetrics: despite the hype, just 6% of marketers have fully implemented AI. 52% say external teams define their data strategy.

📰 The Daily Digest

Every morning, we surface the 5-6 stories shaping AI + PMM. It's how we spotted the patterns in this week's feature article.

Browse the Daily Digest →