SBI Blog Revenue Growth Insights

AI spend is up. Tool counts are rising. And GTM as a percentage of revenue across PE-backed SaaS portfolios has barely moved. 

That combination tells you something important: the diagnosis is wrong. Most companies are not failing to adopt AI. They are deploying it against the wrong problem. 65% of CEOs have staked their 2026 growth plans on AI-driven efficiency gains in customer-facing teams, per SBI's Q4 2025 CEO Survey. Only 18% of sales organizations report high ROI from those investments, ranking second to last across all business functions. The tools are being bought. The cost structure is not changing. 

The reason is structural, and it points to a layer of the GTM model that most analysis never reaches. 

This piece is part of a broader look at GTM cost durability. For context on AI's disruption of the commercial model itself, see SBI's Automation Illusion research as a companion reference.