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Tarka Research

The monthly
GTM × AI brief.

A monthly read on what is changing at the intersection of go-to-market and AI tooling. Every claim is dated and traceable to a primary source.

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  • May 2026 Brief

    The Center of AI Moved Away from OpenAI

    The month that closed with Andrej Karpathy joining Anthropic was the same month Microsoft's OpenAI exclusivity ended, OpenAI's models landed on AWS Bedrock the next day, Cerebras priced its IPO and popped 68%, and OpenAI itself launched a services arm. For GTM operators, the practical read is that the single-vendor bet of 2024 and 2025 stopped being the default — and the IPO window opened just as the alternative providers got cheap and credible.

    Read the brief

  • April 2026 Brief

    The Agent-as-Employee Pattern Became Real

    Named AI systems started getting deployed as role-accountable members of go-to-market teams rather than as tools that individual practitioners use. The enterprise infrastructure to run that pattern shipped alongside. The runtime economics are about to become the hard part.

    Read the brief