The Varosity AI GTM Report

Apollo says AI has paid off nowhere outside tech; Replit moves $100M+ of AI spend to OpenAI; Kimi's launch faces a creator-disclosure allegation; Block's Dessa voice model; Utopai hits $1B.

Show Notes

Today Apollo chief economist Torsten Slok wrote that AI has delivered "zero financial payoff to corporate America outside of tech": revenue per worker and margins are flat for the S&P 493, and token spend is increasingly treated as a cost. The Information reported that Replit moved most of its AI spend from Anthropic to OpenAI after a 30%+ discount on a $100M+ a year contract. Moonshot's Kimi K3.1 Pro launch faces an unverified allegation of undisclosed paid creator promotion. Block unveiled Dessa, a voice model trained only on human speech that runs on a MacBook Pro. And AI film studio Utopai raised $60M at a $1B valuation.

Today's stories:

  • Apollo: AI has paid off nowhere outside tech: revenue per worker and margins are rising for the Mag 7 and flat for the S&P 493, there's no sign yet of a total factor productivity boost, and companies increasingly treat token spend as a margin cost. Apollo Daily Spark · The Decoder (June note)
  • Replit moves $100M+ a year of AI spend to OpenAI: OpenAI gave more than 30% off after Anthropic declined to extend Replit's discount without a bigger commitment. Rippling data shows OpenAI's share of coding work up from 16% to 52%. The Information via Techmeme · AI Weekly · TechCrunch · TNW on discount terms
  • Kimi K3.1 Pro launch hit by an undisclosed-creator-marketing allegation: screenshots allegedly show a brief telling creators not to add paid-partnership labels. They are unauthenticated, and no Moonshot response has been reported. RuntimeWire · Latent Space · Pekingnology
  • Block unveils Dessa: a full-duplex speech-to-speech model trained only on human conversation audio, with no text, that runs locally on a MacBook Pro M4 Max. Early access is limited to safety researchers. Crypto Briefing · Notebookcheck
  • Utopai Studios raises $60M at a $1B valuation: the AI-native film studio has 20+ projects in the works and plans three theatrical features next year. The Information · Techmeme · Variety

AI disclosure: this episode is AI-written and voiced by an AI host (Jack King) on Varosity.ai.

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What is The Varosity AI GTM Report?

Your daily ten-minute read on where AI meets go-to-market. Host Jack King breaks down the day's breaking AI news for sales, marketing, and revenue teams — generative video, voice and music models, AI agents, and the tooling that's reshaping how companies sell. Sponsored by Varosity.ai.