Impact
This isn't a bubble.
AI is eating venture capital, enterprise software, and developer tooling. These are today's numbers, not projections.
Last updated July 2026Market
$0B
Global venture funding in H1 2026 — more than all of 2025 ($440B), a record for any half-year
CrunchbaseGlobal AI venture funding — H1 2026 alone beat all of 2025 (Q1's $242B plus ~70% of Q2's $205B)
CrunchbaseAdoption
MCP SDK monthly downloads
Pento / MCP Dev SummitRevenue
Current run rates from companies building with and for AI agents, sorted by revenue. Disclosed figures where companies publish them, estimates marked as such. No projections.
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 ($67.5M raised)E2BSandboxed code executionSkyfireAgent payment rails (Visa partner)StackOneEnterprise app integrations (GV-backed)ComposioTool auth for agents (200+ app integrations)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, now Linux Foundation)A2AAgent-to-agent protocol (Google, 50+ partners)