Economist Bernd Hobart argues that large enterprises are too risk-averse for early AI adoption. The winning go-to-market strategy, similar to Stripe's, is for AI-native companies to sell to smaller, agile customers first. They can then grow with these customers, mature their product, and eventually sell the proven solution back to the legacy giants.

In the AI gold rush, the most valuable customers are often newly-formed, well-capitalized AI-native companies. A winning go-to-market strategy involves placing bets on these disruptors, not just targeting established enterprises who may move slower.

The traditional model of sequential, country-by-country expansion used by Coca-Cola and even early Google has been replaced. Today’s AI-native companies launch globally from day one, treating the entire internet as their domestic market, enabled by modern financial infrastructure.

The traditional VC advice of conquering one market before moving to the next is obsolete in the fast-paced AI era. To outrun competitors, startups must treat GTM like venture capital: test multiple markets and strategies in parallel to quickly identify the few bets that will drive exponential growth.

Anthropic is pursuing a vertical-specific GTM strategy, rolling out tailored connectors and agents for industries like legal and finance. This contrasts with OpenAI's horizontal strategy of routing all knowledge workers to a single, general-purpose interface, setting up a key strategic battle.

The dominant long-term strategy isn't using AI to do the same work with fewer people (Efficiency AI). Winning companies will leverage AI to create new products, services, and capabilities, massively expanding their output and market presence (Opportunity AI).

The company’s international expansion strategy involves establishing a beachhead in a new region by targeting a single, high-need industry like mining or ports. From that initial foothold, they expand into other verticals. For example, entering Latin America via mining in Brazil or connecting driverless trucks to ports in Australia.

A powerful startup strategy is to screenshot a successful app and use AI to rapidly generate a clone tailored to a new market. This "business arbitrage" allows founders to quickly test proven models in new geographies or vertical niches with minimal upfront development.

A bifurcated GTM strategy can de-risk entry into different market segments. For large enterprises with entrenched systems, lead with AI agents that integrate and augment existing workflows. For the more agile mid-market, offer a full-stack, AI-native replacement for their legacy tools.