Impact
This isn't a bubble.
AI is eating venture capital, enterprise software, and developer tooling. These are today's numbers, not projections.
Market
Global AI venture funding (Q1 2026 alone nearly matched all of 2025)
Crunchbase / OECD2023
$97B
2024
$131B
2025
$259B
Q1 '26
$242B
Adoption
MCP SDK monthly downloads
PentoNov 2024
100K
Jun 2025
20M
Nov 2025
97M
Revenue
Real ARR from companies building with and for AI agents. Sorted by revenue. These aren't projections.
AnthropicApr 2026. Was $1B just 15 months ago.
$30BBloomberg
OpenAI2026 run rate. 500M+ weekly users.
$25BPYMNTS
Claude Code6 months after launch.
$2.5BUncover Alpha
CursorDoubled in 3 months.
GitHub Copilot20M+ users, 90% of Fortune 100.
$1B+Panto
DevinUp from $1M in 9 months.
$73MWellows
Productivity
From Anthropic's Economic Index — 100K real Claude conversations analyzed.
57 / 43
Augmentation vs automation split — most AI usage enhances humans, doesn't replace them
Anthropic Economic IndexThe emerging stack
Companies and protocols building infrastructure where the customer is an AI agent. Over 40% of recent YC batches are agent infrastructure.
ConwayPermissionless compute for AIParallelWeb search APIs for agentsBrowserbaseCloud browsers for agents ($68M raised)E2BSandboxed code executionSkyfireAgent payment rails (Visa partner)StackOneEnterprise app integrations (GV-backed)ComposioTool auth for agents (27K+ stars)LettaAgent memory and state (ex-MemGPT)KernelYC S25Open-source infra for agents to use the webAlterYC S25Zero-trust identity for agent workflowsDedalus LabsYC S25Vercel for AI agents — build, deploy, hostAgentic FabriqYC W26Okta for agents — identity and governanceCovalYC S24Agent testing and evaluationBrowser UseYC W25Open-source web agent framework (50K+ stars)MCPOpen protocol for agent tools (Anthropic)A2AAgent-to-agent protocol (Google, 50+ partners)