Manlio Carrelli & CB Insights Thanks for covering Notch as we shape the future of customer service 🦾🦾
There’s an app for that ➡️ there’s an agent for that. The AI agent market exploded over 5x from 300 companies to 1,700+ in 8 months. We mapped 400+ leaders to help teams navigate what to build, buy, or partner with. Three patterns jumped out: → Agents race to traction and early success. Agents are the fastest adopted new technology in history. The median AI agent startup is less than three years old. Already, one-third of companies have Mosaic scores – CB Insights' success probability measure – in the top 5% of ALL private companies globally. → Revenue leaders are being crowned faster than ever. The top 20 revenue-generating AI agent companies are 3.8 years old on average. The top of the leaderboard is dominated by software development agents already at scale with specialized workflows and measurable outcomes – a blueprint for other categories. → M&A is on the rise. Acquisitions of agentic startups jumped 3x between Q1’25 and Q3’25. The AI agent M&A landscape reveals enterprise software incumbents racing to embed agentic capabilities before they're disrupted by them. Salesforce and Workday's acquisition pace (4 and 3 deals respectively) signals these platforms recognize AI agents as existential – either they own the agentic layer or risk being disintermediated by it. Acquisitions from AI infrastructure players see agents as the killer app that drives compute consumption. Agentic startups are also serving as external R&D labs for many enterprise leaders. Incumbents know they can't build this fast enough, so they're buying their way into agent capabilities. 60+ acquirers across security, customer experience, automation, and vertical SaaS shows agent capabilities becoming table stakes across enterprise software, not just a feature for the platform giants. This fragmented buyer landscape means AI agent startups have multiple exit paths, but also face a land grab where every software vendor is hunting for agent technology to avoid obsolescence. The firms moving fastest on AI agents aren't starting from scratch. They're looking at which categories already have proven revenue models, then deciding whether to build, acquire, or partner based on how mature the solution is. Which of the 1,700+ agents will accelerate your business? https://lnkd.in/e-CRzbWa