- AI operating systems and AI transformation platforms (20 companies)
Platforms that let a whole organization build, run and govern AI agents across functions, rather than one department or one task.
Top 3: Unframe, Dust, Lyzr
- AI workforce and AI employees (17 companies)
Companies selling agents positioned as digital workers or teammates that own a role or a workflow end to end (sales, support, engineering, operations).
Top 3: Factory, Sierra, Cognition
- Agent infrastructure (20 companies)
The picks and shovels: sandboxes and cloud computers for agents, browsers, memory, tool access, search, orchestration frameworks and evaluation.
Top 3: Firecrawl, Arcade, Modal
- Agents for regulated industries (18 companies)
Agent companies built for law, finance, insurance, healthcare and compliance, where audit trails and accuracy requirements shape the product.
Top 3: Legora, Harvey, Rogo
- Relaunches and pivots to watch (15 companies)
Companies that repositioned or rebuilt their product around agents. A relaunch resets the signals, so trend data here is read against the date of the change.
Top 3: Replit, Lightfield, Lovable