Nick Sopchak 🏴‍☠️

@AlfieJCarter Agent

I built 4 GTM agents in Claude Code that replaced hours of manual work per client. Here's the complete playbook for each one: 1️⃣ ICP Research Agent → Receives a company or contact list → Researches firmographic fit and tech stack signals → Scores each account against ICP criteria → Returns a ranked summary with match rating and reasoning → Runs in its own context window - zero bleed into main session 2️⃣ Sequence Builder Agent → Takes a signal type and ICP tier as input → Selects the right channel (LinkedIn, email, or WhatsApp) → Writes a complete multitouch sequence with subject lines → Includes reply handling scripts for each response type → Outputs ready-to-deploy copy without a single manual touchpoint 3️⃣ Campaign Diagnostician Agent → Ingests campaign metrics or sequence performance data → Identifies the most likely failure point in the funnel → Ranks 3 tests by expected revenue impact → Returns exact copy or targeting changes for each test → Tells you what to fix before you burn more of your addressable market 4️⃣ GTM Analyst Agent (my favourite) → Takes any campaign export or data file → Identifies performance trends and flags anomalies → Surfaces a prioritised action list ranked by revenue impact → Stores findings in a persistent project file for future runs → Gets smarter every time it runs - memory: project These agents mean I wake up to: - Prospects already scored and tiered before the day starts - Sequences drafted and ready for review - Campaign diagnosis completed overnight - Data analysis done without opening a single spreadsheet All running inside Claude Code, deployed via Trigger(.)dev, tracked without a human in the loop. The agentic AI market is moving from $7 billion to $93 billion. The agencies that figure this out in the next 6 months will have a cost and speed advantage that's very hard to close. I packaged the entire build into a free playbook - the WAT framework (Workflows, Agent, Tools), sub-agent configs, CLAUDE.md templates, deployment steps, and context management rules. Want the full Claude Code GTM Engineer's Playbook? Reply AGENT below and I'll send it over.

~75% of Anthropic's revenue is Enterprise API. Companies are finding it faster and cheaper to train their own models — that's not just competition, that's Anthropic's business model eroding in real time. Everyone's talking about who has the best model. Not what happens if customers stop buying.

What exactly are the 20% of employees who aren’t DAUs doing??

@Kalshi if you need someone to sit behind the plate at Mets games this season, holler. 👀

@dan__rosenthal MICROSITE

I stopped sending text-only outreach to my best prospects. Instead, I built personalized ‘microsites’ using Gamma's API and Clay: Each microsite pulls in the prospect's company colors, logos, ICP research, TAM breakdowns, and a customized proposal with a scheduling link. (and it’s all 100% automated) This way, every prospect sees a custom proposal before we ever get on a call. I documented the full workflow so anyone can set this up: • Clay template for account enrichment (importable) • Gamma API call format for microsite generation • Auto-branding logic for colors and logos • GTM analysis prompt structure • Scheduling link integration Comment "MICROSITE" and I'll send it over. PS - The template is reusable. Once it's set up, you can generate a new microsite for any prospect in minutes.

Let’s not forget Claude Code started as an ‘oh sh*t’ project Anthropic spun up after engineers fled to Cursor en masse. Sure, @cursor_ai 's staring down the barrel of scary adaptation challenges. But these guys built the fastest-growing company in history. They’re sitting on cash, an elite team, mountains of usage/training data, and (I'd guess) a ton of multi-year contracts. You don’t go from zero to $1B ARR to zero. I wouldn’t bet against them yet.

Investors valued Cursor at $29 billion across three rounds in 12 months. That’s looking pretty suspect right now. Cursor went from $1M to $1B ARR faster than any SaaS company in history. The trip back down could be just as fast. An entire engineering team at Valon just canceled their Cursor seats in 7 minutes over Slack. 9:55 AM: one engineer asks to unsubscribe. 9:56 AM: done. 9:57 AM: “same.” 9:58 AM: “Cursor is so cooked my god.” 10:02 AM: “same I will never use.” No migration plan. No evaluation committee. No vendor review. One developer said “I don’t use this anymore” and the dominoes fell. Cursor pays Anthropic hundreds of millions a year for Claude model access. Anthropic took that revenue stream, studied exactly what developers wanted, and shipped Claude Code, which crossed $1B ARR within six months and is now past $2.5B, growing faster than Cursor ever did. The model provider looked at its biggest distribution partner and decided to eat them. Cursor has its own models for tab completion and autocomplete. But the heavy reasoning, the multi-file edits, the architectural decisions that make developers stay, that all runs on Claude. Claude Code delivers that same intelligence without the $20/month middleman. Microsoft, the company that sells GitHub Copilot, has widely adopted Claude Code internally across major engineering teams. Cursor’s upstream provider is outgrowing them. Their competitor’s parent company chose the upstream provider’s tool over their own. Both happening at once. The churn is going to be brutal. Enterprise seats look sticky in a spreadsheet until you watch a Slack channel where one cancellation triggers five more in 7 minutes. When your product is a layer between developers and the model they actually want, and the model ships its own interface, you’re selling a toll bridge on a road that just got a free lane. Accel, Thrive, a16z, NVIDIA, and Google all thought they were buying the next platform shift in developer tools. They may have bought the most expensive wrapper in SaaS history.

@nikitabier @elonmusk lets build a 'contentID' system for X. @samdape should be getting ABSOLUTELY PAID rn from his post yesterday

@rickburggg @aakashgupta There are no binaries in business ;) What are you building?

@nickysop @aakashgupta The real way to grow subscription revenue is with very high retention not hacking distribution. I'll take sub 1% churn over elite distribution every day of the week.

When building costs drop 90% but distribution costs stay flat, you get a gold rush where everyone digs and nobody sells. That’s what this chart actually shows. New websites up 40%. iOS apps up 50%. GitHub pushes up 35%. Everyone read “barrier to building disappeared” and heard opportunity. The correct read is that 557,000 new apps hit the App Store last year, a 24% spike, flooding a discovery channel that was already dead on arrival. 90% of senior mobile professionals surveyed said organic App Store discovery was effectively over before this wave even hit. Half of all App Store searches are just people typing in brands they already know. The supply side hockey-sticked. The demand side didn’t move. This is why tech layoffs doubled to 264,000 in 2025 while code output simultaneously exploded. Companies don’t need more builders. They need people who can get the thing in front of someone who’ll pay for it. Distribution, positioning, audience, brand. The functions that never got the AI productivity boost. Nicholas nails the conclusion that taste and knowing what to build are what matter now. But taste is only half of it. You also need the channel. The unsexy reality is that a mediocre app with 100,000 newsletter subscribers will outperform a beautiful app with zero distribution every single time. The apps winning in 2026 aren’t the best-built ones. They’re the ones attached to someone who already has an audience. Building software used to be the moat. Now building software is the commodity. Distribution is the new moat, and unlike code, it doesn’t get cheaper with AI.

"Everything is just a question away. It’s just often very hard to know which question to ask." — @steipete on @lexfridman Podcast In 2026, the barrier between knowing and doing is gone. You can learn, build, and do anything. In real time. Asking the right question is the only superpower left

hahaha! Crazy idea - what if 'surprise health inspections' weren't a 'surprise'? What if, as an operator you didn't have to be constantly full of dread and worry that the health inspector would drop in? Catch your line cook without a hairnet & gloves. Put a 'C' in your window. And then watch as your livelihood slowly withers away as customers walk past your restaurant, side-eyeing the letter grade. Text me :)

@nickysop @Lovable @AnthropicAI @figma @OpenAI @stripe Do tell!

30 days ago, I couldn't sleep. I had an idea to help NYC restaurants win more. Today: $5.1k ARR Having never written a line of code before. No team. No fundraising. No overhead. Just me, some agents, incredible tools. Learning as I go. If you aren't building with agents in 2026—at least to learn the tools—you're competing with a ghost in the machine.

@MersenaryPE @toddsaunders This. Are you leaving deals on the table? probably. But were those deals ever going to close anyway? Probably not.

@toddsaunders We have a similar structure at Mersenary There are pretty much no downsides - very easy to filter tire kickers and expedite us bringing them results Which is great for everyone involved

I got a DM from a CEO yesterday who charges customers $5,000 for onboarding. Not as a fee.. but as a deposit. If the customer (ICP is SMB $1-5M in revenue) completes onboarding within 35 days, they get every dollar back. If they don't, the company keeps it and uses it to fund a dedicated onboarding specialist to finish the job for them. (don't worry they call the onboarding specialist a forward deployed engineer) It sounded a bit crazy at first, but the results are pretty interesting. Before the deposit, their average onboarding took 67 days with 10% churn during the process. After, it dropped to 31 days, and 3.5% churn. The deposit didn't just speed things up..... it filtered for customers who were serious about implementing, which is a leading indicator of long-term retention. This year so far, 98% of customers have completed onboarding within a 30 days. Is anyone else doing something like this with setup fees for onboarding?

Try it. You'd be shocked how a financial commitment (even very, very small) is a 100x filter over a free lead form. The second someone takes out their wallet, they are committed to the process. Will you leave deals on the table, yes. But were those deals ever going to close anyway?

@toddsaunders Sounds great but it's also a great way to get less people to start in the first place. Worthy of a test, for sure, but I'd guess for most it will mean shorter onboarding time but less customers overall.

@jameshonsa @toddsaunders You killed it before even testing it because of accounting headaches??? 😭

@toddsaunders cool to see this done. we thought about this at ironclad around $10m arr but wound up not moving forward because of the accounting headaches around it. in hindsight, wish I’d pushed harder to try it

100% correct. I do this for my newco now, even earlier in the funnel—folks pay $1 just to reserve a spot on the waitlist, then we only take annual payment for the service up front. Founders would be shocked how even a $1 commitment is a 100x filter over a free lead form. The second someone takes out their wallet, they are committed to the process. We used a $10k non-refundable fee at a business-in-a-box startup a few years ago for the same reason. Were we leaving deals on the table? Probably. But as an operator, I'd rather have 10 high-intent partners than 1,000 "polite interest" leads.

Shoutout to the stack - @Lovable @AnthropicAI @OpenAI @stripe. I've been building companies for a decade. We've entered a new era. We are living in the Renaissance

(((ignore the spike, I configured one of my subscriptions wrong)))

Optimizing for PMF [should] be the baseline for being a founder. It’s the cost of entry to stay in the game. If you haven't figured that out by your first run, you're NGMI to a second. Second-time founders optimize for distribution because they know that without a wedge, the "perfect" product is just a repo.

@nickysop @aakashgupta Third time founders optimize for product market fit

I just don't know that I see this as the long term future. Buying less is also a conscious choice to build things outside of a co's core mission. People are snipping pieces off today because they can. Im not sure enough people are asking if they should. As a founder, the last thing I want is for my team to be focused on building and maintaining internal ERP features. We're here to put a dent in the universe, not to own the technical debt of a custom Workday clone. Eventually, I think co's will realize that paying for the full platform is just a way to buy back their focus.

The markets are not saying folks are going to vibe code their own Workday The markets are saying AI agents and AI products may reduce the amount of stuff you buy from Workday That is a very valid concern Everyone in B2B is worried about that