AI search visibility startups raise +$600M

Our thoughts on the top GTM & AI news from last week.

Newsletter //

Issue 1, October 27, 2026

Featured story

AI search visibility startups have raised over $600M, with one company accounting for more than half

Value Add VC card reading "AI Search Optimization Startups 2026, ~$619M, GEO/AEO funding tracked, Oct 2026"

On October 16, Value Add VC's Trace Cohen reported ~$619M raised by 10 startups that track and shape what AI assistants say about brands. Profound holds about $335M of it after a $180M Series D in September, and Sitecore bought Scrunch for a reported $225M in June.

Our thoughts

If it wasn't clear already, this should demonstrate how important GEO and AEO are becoming. I'd encourage founders to run their site through one of the many free checkers, such as Cloudflare's Is Your Site Agent-Ready?, to make sure AI agents can at least find and read it. If you want more detailed tracking, there are many open-source tools, including ours, Overheard AI, that track what AI answers say about you and your competitors over time. Start tracking this now. Your future self will thank you.

If it wasn't clear already, this should demonstrate how important GEO and AEO are becoming. I'd encourage founders to run their site through one of the many free checkers, such as Cloudflare's Is Your Site Agent-Ready?, to make sure AI agents can at least find and read it. If you want more detailed tracking, there are many open-source tools, including ours, Overheard AI, that track what AI answers say about you and your competitors over time. Start tracking this now. Your future self will thank you.

– Chris Heysel, CEO

More this week

Salesforce is buying Braze for about $5.66B

Salesforce and Braze logos on a blue-to-purple gradient

Salesforce agreed on October 20 to buy Braze, which Canva, Venmo, and many others use to message their customers, and expects it to work with Agentforce, its AI agents.

Our thoughts

Is this Salesforce's path to a bigger marketing suite, like HubSpot's, or at least partly the trend in data deals for AI? In the past month it also agreed to buy Loops (AI analytics) and Listen Labs (AI customer research and simulations), and ZoomInfo added Workbounce's company knowledge to its agents. This trend of legacy SaaS integrating more data into their agent access points, and purchasing / building more AI analytics will only continue. For startups, consider what proprietary data sets, or data transformations you're building that are both defensible and valuable looking ahead.

Is this Salesforce's path to a bigger marketing suite, like HubSpot's, or at least partly the trend in data deals for AI? In the past month it also agreed to buy Loops (AI analytics) and Listen Labs (AI customer research and simulations), and ZoomInfo added Workbounce's company knowledge to its agents. This trend of legacy SaaS integrating more data into their agent access points, and purchasing / building more AI analytics will only continue. For startups, consider what proprietary data sets, or data transformations you're building that are both defensible and valuable looking ahead.

– Chris Heysel, CEO

Over 100,000 advertisers have tried ChatGPT ads

White text reading "ChatGPT Ads expands to 26 new countries" on an orange gradient

On October 21 OpenAI said over 100,000 advertisers have run ChatGPT ads, shown only on its Free and Go plans. Separately, SEO consultant Marie Haynes found ChatGPT sent 0.62% as many visits as Google organic search across 100 sites. Those visits converted 4.5 times as often, though Google still drove 27 times the conversions of all AI tools.

Our thoughts

Together these raise two trends to watch. First, the longer-term trend to consider is what will the future split between AI ads and AEO/GEO be for brand strategies? Second, right now, startups should be aware of the opaqueness of AI recommendation data. Ex. Haynes' numbers undercount AI visits, because AI often recommends a product without a link, so people Google it, or it links but strips the tag that marks the visit. At the very least, founders should do the AEO and GEO basics now and continue to ask customers how they found them.

Together these raise two trends to watch. First, the longer-term trend to consider is what will the future split between AI ads and AEO/GEO be for brand strategies? Second, right now, startups should be aware of the opaqueness of AI recommendation data. Ex. Haynes' numbers undercount AI visits, because AI often recommends a product without a link, so people Google it, or it links but strips the tag that marks the visit. At the very least, founders should do the AEO and GEO basics now and continue to ask customers how they found them.

– Chris Heysel, CEO

Ahrefs says Google is feeding altered results to SEO rank trackers

Ahrefs Blog banner with a cartoon of a red-bearded man in glasses gesturing at the words

On October 22 Ahrefs said that for the past few weeks Google has shown different results to suspected rank trackers, affecting 5% to 20% of results depending on the provider.

Our thoughts

If your rankings have shifted at all in the past few weeks, check Search Console before you change anything, since it reports Google's own data.

If your rankings have shifted at all in the past few weeks, check Search Console before you change anything, since it reports Google's own data.

– Chris Heysel, CEO

Different raised a $48M seed for AI that runs B2B demand generation

The Different logo in black serif capitals on a white background

On October 20 Different came out of stealth with a $48M seed, led by General Catalyst, for AI that runs B2B campaigns. It says a team of 5 can do the work of 50, which is hard news for marketing jobs if it holds.

Our thoughts

This story, to me, raises the larger question of the future of software. In my mind, to put it very simply, traditional software mainly provided (among other things): structured data schema and structured workflows. Does that same business model hold true in the age of AI, as the cost and barrier to building SaaS applications (especially niche SaaS applications) trend towards zero? If it does, where and for who? My feeling is that in GTM, which is rapidly trending toward more technical skill sets, a niche application like this may be challenged, since it competes with open-source projects, ours included, which already cover several of the differentiators Different claims. It's something we'll be watching as more SaaS businesses lean into distribution through APIs and MCP.

This story, to me, raises the larger question of the future of software. In my mind, to put it very simply, traditional software mainly provided (among other things): structured data schema and structured workflows. Does that same business model hold true in the age of AI, as the cost and barrier to building SaaS applications (especially niche SaaS applications) trend towards zero? If it does, where and for who? My feeling is that in GTM, which is rapidly trending toward more technical skill sets, a niche application like this may be challenged, since it competes with open-source projects, ours included, which already cover several of the differentiators Different claims. It's something we'll be watching as more SaaS businesses lean into distribution through APIs and MCP.

– Chris Heysel, CEO

The Office Buzz

Personal recommendations and thoughts from the team.

Wispr Flow

Wispr Flow banner reading "Don't type, just speak" over a blurred photo

I believe our interactions with computers will keep moving toward how people naturally communicate, which is mostly by voice. I use voice transcription daily and it helps me get work done faster. There are many tools on the market, so before you buy something check if your OS, meeting software, etc. doesn't already provide one. I personally use Wispr Flow. If you sign up with this link, you get a free month of Pro.

– Chris Heysel, CEO

Nude Stem Zero wine glass

Two Nude Stem Zero glasses of red wine on a dark table against a pink wall, beside grapes and a red candle

I love cooking and good wine, so I'm always trying new kitchen gear. Nude's Stem Zero is as thin and light as a hand-blown glass, and I swear wine tastes better in one. Most glasses that thin break if you look at them wrong, but Nude toughens these, so I actually use mine.

– Nicolas Muises, GTM Engineer

Dressmaker

Dressmaker key art: a woman pins a blue dress on a mannequin under a pink Dressmaker banner

I grew up on the old Flash dress-up games and missed them when Flash shut down. Lots of other girls miss them too, and Dressmaker, by Cozy Lives, is made for us. Its rough TikTok demo got about half a million views, and the maker says the game paid back its cost within a day of launch. It's super fun.

– Nadja Barraza, GTM Engineer

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Get the latest on AI and GTM.
Developed for ourselves, now live for everyone.

Email address

We’ll respect your inbox. Because we don’t like spam either.

Newsletter:
Last Week in GTM

Get the latest on AI and GTM.
Developed for ourselves, now live for everyone.

Email address

We’ll respect your inbox. Because we don’t like spam either.