The AI Agent Funding Wave 2023-2026: Every $100M+ Round Mapped

A chronological map of the AI agent funding wave from 2023 through 2026, tracking publicly reported $100M+ rounds and major…

AI Agent Consolidation: Why Most Startups Will Merge by 2028

I think most AI agent startups will not remain independent companies by 2028. My argument is not that demand for…

The AI Bubble Argument Gets Half the Story Wrong

I think the AI bubble argument is directionally right about one thing and badly wrong about another. The right part…

Google Gemini Timeline: PaLM to Gemini 3

Google’s path from PaLM to Gemini reshaped its AI stack in public. The story starts with the May 2022 PaLM…

AI Agent Industry Digest: Week of May 18, 2026

Anthropic, OpenAI, Google, Microsoft, and the open-source agent tooling ecosystem all kept shipping through mid-May 2026. This week’s AI agent…

OpenAI Timeline: GPT-1 to ChatGPT Agent (2018-2026)

OpenAI’s product arc from 2018 to 2026 tracks the mainstreaming of large language models: GPT-1 established the generative pretraining recipe,…

LLM API Pricing in 2026 — Token Cost Comparison

The 2026 frontier-model API market is no longer just a capability race; it is a pricing war measured in dollars…

AI Agent Founders 2026 — Patterns From Public Funding Data

Public funding data shows a clear pattern in who is building AI agents in 2026: founders cluster around a small…

Cognition Devin timeline: 2024 to 2026

Cognition’s Devin moved from one of 2024’s most viral AI agent demos to a product large enterprises now describe as…