Capital

Funding, M&A, market dynamics, and investor narratives in the agent economy

Capital

Microsoft Agent 365 Cost: The Real All-In Per-Agent Math

The real Microsoft Agent 365 cost is not $15. Once Copilot Studio credits, Foundry tokens and Dataverse stack on, a…

27 Min Read

AI Agent Rollback Rate 2026: 74% Pulled Post-Launch

The AI agent rollback rate 2026 sits at 74%, per Sinch's survey of 2,527 decision-makers. Here is the reconciled scoreboard…

24 Min Read

AI Agent Cost vs Employees: The Real Token Math

The AI agent cost vs employees debate exploded after a May 2026 Fortune report. We ran the real per-task token…

24 Min Read

How Much Does It Cost to Build an AI Agent in 2026?

How much does it cost to build an AI agent? In 2026, from $240/year on a no-code tool to $550K…

24 Min Read

AI Agent Token Cost Per Task 2026: The Real Numbers

The real AI agent token cost per task in 2026: a sourced table by agent type, from 5K-token tool calls…

26 Min Read

Fastest to $100M ARR: How AI Startups Speedran It

The fastest to $100M ARR is no longer a SaaS story. Lovable did it in 8 months, Mercor in 11,…

24 Min Read

AI Nuclear Power Deals 2026: The 9.8 GW Map

A deal-by-deal map of AI nuclear power deals 2026: 9.8 GW committed across 13 projects, the developers behind each, and…

26 Min Read

AI Data Center Networking 2026: Ethernet Wins

AI data center networking 2026 has flipped: Ethernet now carries over two-thirds of AI back-end switch sales, ending InfiniBand's reign.…

24 Min Read

Neocloud Economics 2026: Backlog, Debt and Payback

A deep look at neocloud economics 2026: revenue, $99B backlog, GPU-backed debt and the depreciation gap that decides whether CoreWeave,…

28 Min Read