Capital

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

Bar chart visualization of 2026 AI agent software spending growth against total AI and AI security budgets

AI Agent Software Spending 2026: Inside the $206B Forecast

By Surya Koritala

June 6, 2026

Dashboard visualizing separate rate limit pools for AI agent traffic versus human chat usage across LLM providers in 2026

Do AI Agents Have Separate Rate Limits? 2026 Answer

By Surya Koritala

29 Min Read

Step-function chart showing LLM long context pricing surcharge cliffs at 200K and 512K tokens in 2026

LLM Long-Context Pricing Surcharge 2026: The Cliff Mapped

By Surya Koritala

30 Min Read

Popuar Posts

Dashboard visualizing token consumption per agentic coding task across frontier AI models

Tokens Per Agentic Coding Task: The 2026 Variance Data

Observability

Diagram of an AI agent holding a USDC wallet with spending-limit guardrails enforced before an onchain transfer

What Is Circle Agent Stack? USDC Wallets for AI Agents

Commerce

Three AI agent identity platforms — Microsoft Entra Agent ID, Okta for AI Agents, and SailPoint — compared as a security control plane

AI Agent Identity: Entra Agent ID vs Okta vs SailPoint

Identity & Provenance

Stacked bar visualization of a 200K AI agent context window showing tool definitions consuming two-thirds before the first turn

Why Does My AI Agent Context Window Fill Up So Fast?

Observability

Capital