A2

openai and anthropic probably have terrible sales reps they're talented, but they've never actually had to sell anything. ben horowitz said it best in a recent conversation: "right now with openai and anthropic, everybody wants to buy ai. they're already predisposed to buy." that's order-taking, not selling. let's zoom in on this distinction. 1) the order-taker problem cloudflare's CEO admitted in 2023 their product was so good that "many of our sales team succeeded largely by just taking orders." deals were like "fish jumping right in the boat." then the economy shifted and they fired 100 salespeople who'd contributed just 4% of new business. when your product sells itself, mediocre reps look like rockstars. they crush quota, win the president's club, and get promoted into leadership. nobody knows they can't actually sell until the fish stop jumping in the boat. 2) why hard sells matter ben won't shut up about ptc, a 90s cad/cam company. the product "wasn't that great." "the windshield wiper didn't work." but that forced discipline. you had to map accounts systematically, lay traps for competitors, and build airtight technical cases. his favorite hire was ryan gabrisco at databricks, who came from a company selling secure ftp as a public company. think about how good you have to be to make quota selling that. when ben hires sales leaders, he looks for people from companies where the product was hard to sell because that's the only way to test if someone can actually sell. 3) what happens when markets turn every hot market eventually cools. i'll give you a few examples. salesforce in 2001. facebook ads in 2012. aws in 2015. the order-takers got exposed every time. modern AI sales reps don't know how to qualify prospects who aren't already sold or how to systematically lock out competitors or how to build pipeline when inbound dries up. ben's story about hiring at Okta: two candidates, one super enthusiastic, the other said "let me talk to your customers first." ben told the ceo: "you want the guy qualifying YOU. that's what good salespeople do." 4) openai scaled their sales team from 10 to 500 people in under two years. anthropic is scaling fast too. but how would anyone know if they're good? you can't test sales ability when customers are lined up begging to buy. when real competition arrives, the kind where enterprises have three viable options and care about pricing, support, and vendor risk, AI companies will discover which GTM leaders can actually sell and which ones were just processing waitlists. 5) how to hire right if you're building a GTM team right now, think like a value investor. resumes don't matter. look for human capital that the market has significantly underpriced. someone who's had to sell a product that didn't sell itself, someone who's built discipline through necessity, not abundance (no order-takers). find the person who sold enterprise software at a company nobody's heard of. find the person who had to fight for every deal because the competitor was already embedded in the account. the person who figured out how to systematically lock out competition even when they were the underdog. those skills matter. for AI companies, the question is whether they can close deals when the market shifts. because when inbound dries up (it always does), you'll discover who can actually sell.