Capital
Funding, M&A, market dynamics, and investor narratives in the agent economy
Capital
AI Agent Industry Digest: Week of May 25, 2026
This week’s AI agent industry digest tracks a tight cluster of moves across model labs, agent products, and infrastructure: Anthropic…
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…
