Salesforce acquired Intercom's Fin for $3.6B — the customer-service agent Intercom built by pivoting its roughly $100M support-SaaS into an agent business — the same week it reported Agentforce at $1.2B ARR (+205%). Anthropic shipped Fable 5 and Mythos 5, then the US government moved to suspend Fable 5 access. The forward-deployed engineer became a named hiring category, and the autonomous "AI SDR" kept losing its teardowns.
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.
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.