Harry Stebbings(@HarryStebbings):The bull case for Clay being a $100 billion company “The bull case is that agentic GTM has just started. We thought the TAM was the same as it was. It turns out when agents can run these GTM motions, they will consume 10 to 100 times more usage than humans ever could. They can run GTM around the clock. The usage is just going to explode, and Clay is a clear breakout winner. That is the bull case for Clay being a $100BN company.” @jasonlk Love to hear your thoughts. What is your bull case @NicolaeRusan @edsim @acharoo @joshk @andrew__reed @scottbelsky @lennysan @shishirmehrotra

2026.09.03 17:05

The bull case for Clay being a $100 billion company “The bull case is that agentic GTM has just started. We thought the TAM was the same as it was. It turns out when agents can run these GTM motions, they will consume 10 to 100 times more usage than humans ever could. They can run GTM around the clock. The usage is just going to explode, and Clay is a clear breakout winner. That is the bull case for Clay being a $100BN company.” @jasonlk Love to hear your thoughts. What is your bull case @NicolaeRusan @edsim @acharoo @joshk @andrew__reed @scottbelsky @lennysan @shishirmehrotra

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