2025 Agent的未来发展趋势报告

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AIAgent

Bible:

Theultimateguidetoagentdisruption

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AIAgentBible

TheAIagentlandscapeisevolvingrapidly,with

500+startupsfoundedsince2023.HereisourtopAIagentresearch—featuringthetrends,key

players,and6predictionstowatchallbasedonCBInsightspredictiveintelligence.

AIagentsaredefiningthenextwaveoftechinnovation.

Everybigtechcompanyandarapidlygrowingprivatemarketlandscapearebuildingagentofferingstargetinghorizontalusecasesandindustriesfromfinancialservicesto

manufacturing.

Forenterprisesacrosssectors,onequestionisbecomingunavoidable:WhichAIagentstrategieswillseparatemarketleadersfromthoseleftbehind?

EnterprisesareunderpressuretobuildandimplementagentsastheseLLM-basedsystemschangehowcompaniesoperate,hire,andscale.

Across9reports,discoverwherestartupinnovationispointing,promisingpartnershipandacquisitiontargets,andkeytrendstowatchbasedonCBInsightspredictiveintelligence.

©2025CBInsights|1

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©2025CBInsights|2

Foreword

ManlioCarrelli

CEOofCBInsights

Sevenyearsago,Iwatchedcompaniesstrugglewithprimitivechatbotsthatbrokethemomentcustomerswentoff-script.

Today,thoseearlysystemshavegivenwaytoAIagents,whichin2shortyearshavemovedfromexperimenttoenterprisepriority.I’mseeingagentmentionsonearningscalls

10x

since2023

.Thevelocityisunlikeanythingwe’vetrackedbefore.

Whatstrikesmemost:agentsareclimbingthevaluechainfasterthananytechnologyI’veseen.Theygainedtractionincustomerservice–whichmadesense,giventhesector’searlyAIadoption.

82%oforganizationswesurveyedinJune2025

saidtheywillbeusingAIagentsincustomersupportinthenext12months.Butnowthey’re

supportingclinicaldecisions

athospitals,

assessingfinancialrisk

atbanks,and

draftinglegalmemos

atlawfirms.

Thisiswhy

25%ofAIagentstartupsfoundedsince2023

arealreadydeploying,achievinglevelsofcommercialdistributionthatpreviouslytookstartups5+years,accordingtoour

CommercialMaturityscores

.

Themomentumisaccelerating.Amongthe

1,500+techmarkets

CBInsightstracks,

five

of

thetop10bydealactivityin2025areagent-related.

Oneinfivenewunicorns

isbuilding

agenttechnology.Halfofthe

top20revenue-generatingagentstartups

didn’tevenexistthreeyearsago.

Buthere’swhatIkeeptellingourenterpriseclients:agentsareonlyasgoodasthedatatheyrunon.Therealcompetitiveadvantageisn’tintheAI–it’sinoperationalizingaccurate,

comprehensivedataandtheorchestrationlayersthatmakeagentsactuallyuseful.

That’swheretheroadblocksare.Enterprisesunderstandagentsmatter,butthey’restrugglingwithintegrationcomplexity,securityconcerns,andvendorsprawl.Theopportunityis

massiveforthosewhocannavigatethistransition.

Theresearchanddatathatfollowsbreaksdownthisrapidlyevolvinglandscapebyvertical,maturity,andmomentum.Remember:intheageofAIagents,theedgedoesn’tliveinthe

model.Itlivesinconnectingpurpose-builtagentstopurpose-specificdata.

Thosewhogetthisrightwillshapetheeconomyagentsarecreating.

©2025CBInsights|3

PredictiveIntelligenceonPrivateCompanies

WithCBInsights,youseeyournextmove–first.Raredatastraightfromcompaniesbuildingthefuture.PowerfulAIthatautomatestheanalysis.

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TableofContents

OutlookonAIagents5

6AIagentpredictionslookinginto2026

7

TheAIagentecosystem

13

TheAIagentmarketmap

13

TheAIagenttechstack

19

TheAIagentrevenuerace

29

AIagentsmakeinroadsacrossenterpriseworkflows

31

YCombinator’s2025SpringbatchrevealsthefutureofagenticAI

31

Buildingtheagenteconomy:HowcloudleadersareshapingAI’snextfrontier

36

Thesummerofvibecodingisover

43

Industry-specificapplicationsgainmomentum

51

3marketsfuelingtheshifttoagenticcommerce

51

TheindustrialAIagents&copilotsmarketmap

58

100real-worldapplicationsofgenAIacrossfinancialservicesandinsurance

64

Additionalresources68

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OutlookonAIagents

2025:Agentswithguardrails

AnAIagentisanLLM-basedsystemdesignedtoindependentlyperformtasksonauser'sbehalfbyreasoning,planning,leveragingmemory,andinteractingwithexternaltoolsandotheragents.

Mostagentstodayoperatewithinconstrainedenvironments,utilizingstructuredworkflowsand“guardrails”tocompletespecificobjectiveswhileretainingsomedecision-making

control.

Asfoundationmodelcapabilitiesimprove,agentsareexpectedtobecomeincreasinglyautonomous.

Beyond2025:Fullyautonomousagents

Agentswilloperatewithouthumaninvolvement,withmoresophisticateddecision-making,adaptability,andtaskexecution.

Lookinginto2026,watchfornewformfactorsoutsideofthecopilot/chatbotinterfacethatwillpushtheboundariesofwhatan“agent”is.

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Earlyindicationsofthisinclude“AI-native”workspaces—toolsandplatformsbuiltfromthegrounduparoundAIcapabilities,ratherthanlayeringAIfeaturesontopofatraditional

product.Otherexamplesincludewebbrowsinginterfacesandvoice-drivenapplications.

“

AIagentsarenowhereneartheirfinalform.Whatwemeanisthis:todaywe’reina“copilot”

erawherewegetoutputsviaAIchat.Butagentsarealreadytransformingintosomethingmorelikeasuperpoweredinstrumentortool.Toolsshapetheworkwedo,soanAIsupertoolwill

allowourworktogoinallkindsofpreviouslyimpossibledirections.

Inenterprise,thecopilotmodelhashelpedinareaswhereknowledgeworkisbothroutineandhigh-stakes,likesupport,training,onboarding,andcompliance.Butthenextprofoundshiftwill

beforagentstoceasewaitingforinput,insteadactingasproactivecollaboratorsand

extensionsofourminds.Interactingwithanagentwillnotjusthelpsolveoneproblem;itwill

actuallyshapehowanorganizationfunctionsandreactstochange.

Overtime,enterprisesthatembraceAIsupertoolsascorelearningsystemswillfindtheirculturesandcapabilitiestransformedinwaysthatgofarbeyondefficiencygains;theywillunlockentirelynewideas,solutionsandwaysofworking.

MichaelMignano

PartneratLightspeed

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6AIagentpredictionslookinginto2026

1)VoiceAIsprintsahead

Early-stagegenAIcompanieswiththefastest-growingheadcounts

areconcentratedinAIagentapplications—andmorespecificallyinvoiceAIdevelopment.

CompaniesarenowpositioningthemselvesforafuturewherehumansinteractwithAIviaconversationratherthantextinterfaces.ForagenticAIdevelopment,implicationsare

significantacrosscustomerservice,sales,andITsupportwherevoiceagentscanhandlecomplexconversationswithouthumanintervention.

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Watch

voiceAIdevelopmentstartups

forpartnership,investment,andacquisition

opportunities.SignaIingthepotentiaIforincreasingconsoIidation,

Metaacquired

voiceAIstartups

PlayAI

and

WaveFormsAI

in2025.

2)WaveofAIM&Acomesforagents

Agentic

solutionsledthetopAIexitstokickofftheyearinQ1,25

.

Moveworks

,

Weights&

Biases

,and

OfferFit

securedthe3IargestdeaIsamong85acquisitions—estabIishingagentsastheprimaryfocusofindustryconsoIidation.

OveraII,therehavebeen

35+acquisitionsinthebroaderAIagent&copilotspacein2025so

far

.IntheIastquarter,thatincIudes

OrbyAI

(acquiredbyUniphore),

Windsurf

(acquiredbyCognition),

Cognigy

(acquiredbyNICE),and

Flowise

and

SanaLabs

(acquiredbyWorkday).

EnterprisebuyersareincreasingIyseekingtobuiIdcomprehensiveagentsoIutionstogainacompetitiveedge.

Twofurther

areasofconsolidationwepredict

:

1.

SalesandmarketingAIagents

offerIow-hangingfruitforSaaSIeaders’agentpIans.

2.

ThecodingAIagent&copilots

marketisripeforconsoIidationamidexpIosivegrowth,

soaringvaIuations,andafracturedIandscape.PartnershipswithmajortechandAIpIayerssetaparttopcodingM&Atargets.

CBInsightsAcquisitionHunter

Identifiespromisingearly-stagedisruptorsandacquisitionreadyassetspreciselyandbeforecompetitorsevennoticethem.

LearnMore

3)Themarginsqueezehitsbeyondcoding

AIagentstartupsacrossverticaIswiIIfacethesameeconomicpressuresthat

reshaped

codingAImarginsin2025

.ReasoningmodeIs,whichsparkedtheriseof“vibecoding”(givingahigh-IeveIgoaIanddeIegatingmuIti-stepimpIementationtotheAI),aIsotransIatedinto

highercomputecostsastheyinflatedoutput-tokenvoIumeroughIy20x.

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Expectotheragentcategorieswithgrowingusagetoreworkpricingandcontractsas

reasoningcostsmount.Forexample,inMay2025,Salesforce’sAgentforceshiftedpricesfrom$2perconversationtoahybrid-usageFlexCreditssystem,tyingcreditstonecessaryactionsforanoutcome.

Asmarginscompress,strugglingplayerswillseekexits—seeforexample

Cognition

’sacquisitionofWindsurfafterthestartup’slicensingdealwithGoogle.

4)Thefoundationsforagenticcommercesolidify

Oneofthebiggestbarrierstofullyautonomousshoppingisenablingsecure,real-time

transactions.Anewclassofstartupsistacklingthischallengehead-on,building

AI-native

paymentrailsanddigitalwallets

thatletusersauthorize—andlimit—spendingbyAIagents.

Overall,the

AIagentpaymentsinfrastructure

marketisoneofthemorenascentmarketsintheAIagenttechstack,withanaverageCommercialMaturityof2.4(validating)andan

averageMosaicscoreof697.

Mosaicscore

Evaluatestheoverallhealthandgrowthpotentialofprivatecompaniesbasedonperformance,financialstability,marketconditions,andmanagementstrength.Itcombinesthesefactorsintoasinglescore(outof1,000).

Inanindicationofthetech’spotentialandthetechnicalhurdlesthatmustbeovercome,

establishedcardandpaymentnetworks

areinvestingandpartneringwithstartupsinthemarket(seegraphic).

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Stripe

meanwhileannouncedinSeptember2025it’slaunchinganAPIforagenticpayments.The$107Bpaymentsgiantalsolaunchedwith

OpenAI

theAgenticCommerceProtocol,

whichwilleventuallyenableAIagentstocompletepurchasesonbehalfofusersbyprovidingastandardizedcommunicationframeworkbetweenbuyers,AIagents,andbusinesses.

Asfintechgiants,AIstartups,andcommerceplatformsconvergeontheagenticpaymentschallenge,thisearlycollaborationwillshapehowfuturetransactionswillhappen:securely,autonomously,andinsidetheAIinterfacesconsumersalreadytrust.

4)“Datamoatwars”reshapeenterprisesoftware

SoftwareincumbentsarewallingoffaccesstotheircustomerdataasAIagentsbecomemorecapable.

Salesforce

’snewSlackAPIratelimitsin2025,whichpreventexternalappsfromaccessingchatdatainbulkorstoringitlong-term,areaclearexample.

Atlassian

similarlyannouncedadditionalratelimitingforitsConfluenceandJiraAPIsin2025.

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ThiscreatesproblemsforAIstartupsthatdependonaccessingdataacrossmultiplesystemsofrecordtoautomateworkflows(e.g.,knowledgemanagementplatformslike

Glean

).Butitalsocreatesfrictionforenterpriseswhowanttointegratedataacrosstheirapps.

Acountermovementisemerging.InSeptember2025,

Snowflake

launchedaconsortium

withoveradozenproviders(includingSalesforce)committingtostandardizeddataformatsthatenableAItoaccessinformationacrossmultipleapplications.Whilerepresentingasmallfractionofthemarket,itsignalsenterprisedemandforopennessovervendorlock-in.

Thistug-of-warwillplayoutinafewways.Weexpectincumbentswillcontinuerestricting

APIaccesstoprotecttheirAIproductrevenues.Enterprisesthatwantmorecontrolovertheirdatawillpushback,drivingdemandforsolutionsthathelpthemowntheirdatainfrastructuredirectly.Somestartupswillgo“upthestack”tobuildagentsthatworkdespitelimitedAPI

access(e.g.,viacomputeruse),whileotherswillmoveclosertowardwheredataisstoredandprocessed.

5)Agentmonitoringtoolsemergeasanessentialenterprisecategory

AIagentreliability

remainsamajorchallengeinthelandscape

.Agentsthatfail,hallucinate,

orbehaveunpredictablycreateimmediateoperationalproblems.

Thisisdrivingactivityinoversightcapabilitiestomanageagentrisk.Analyzingthe

7

early-stagedeals

($30.9Mtotalfunding)inthe

AIagentobservability,evaluation,&

governancemarket

sofarthisyearhighlightsemergingtechnicalneeds:

●Voiceagenttesting:

Cekura

($2.4Mseed)and

Coval

($3.3Mseed)bothfocuson

voiceAItestingandsimulation,signalingthatconversationalagentsrequiredistinctobservabilityapproaches.

●Syntheticusergeneration:Multiplecompanies(Cekura,Coval,

Janus

)focusonsyntheticusergenerationforagenttesting.

●AIproductivitymeasurement:

Larridin

’s$17Mseedroundledby

AndreessenHorowitz

showsenterprisedemandforquantifyingAIagentROI,withafocusonmeasuring

human-AIworkforceproductivity.

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2025early-stagedealstoAIagentobservability,evaluation,andgovernancecompanies

Companies

Latestround

Dealsize

Dealdate

Roundinvestors

Cekura

SeedVC-II

$2.4M

7/1/2025

AlanRutledge,AllenWu,AllportCapital

Traceloop

SeedVC

$6.1M

5/27/2025

GrandVentures,IbexInvestors,SamsungNE

Larridin

SeedVC

$17.0M

4/2/2025

AndreessenHorowitz,Bloomberg

Janus

Convertiblenote

$0.5M

4/1/2025

YCombinator

LangWatch

Pre-Seed-II

$1.1M

2/25/2025

Antler,PassionCapital,VoltaVentures

Coval

SeedVC-II

$3.3M

1/23/2025

FortitudeVentures,GeneralCatalyst

LucidicAI

Convertiblenote

$0.5M

1/1/2025

YCombinator

Source:CBInsightsBusinessGraph.Dataasof8/26/2025.

Companiesdeployingagentsatscalewillneedproperoversighttoolstoavoidcostlyfailuresandmaintainoperationalcontrol.

“

Assecurityagentsbecomemoreprevalent,thenextgenerationofcybersecurity

professionalswillevolveinto“generals”managingarmiesofAIagentsand“specialforces”handlingtier-3incidentresponseandlargecross-functionalarchitecturechanges.To

supporttheserolesandaddressexplainabilitychallengesincriticalsecuritydecisions,mostAIsecurityagentsleverageLLMsnotonlytoperformtasksbutalsotoconvertcomplexactionsandenrichmentintoeasy-to-understandreportswithcitationsonkeyinformationsources.

EdwardWu

Founder&CEO,DropzoneAI

©2025CBInsights|13

TheAIagentecosystem

Mappingthelandscapeofstartups,infrastructureproviders,andemergingrevenueleadersreshapingthemarket

TheAIagentmarketmap

WeminedtheCBInsightsdatabasetomap170+AIagentstartupsacross26categories.WealsoprovideanoutlookonAIagents’progress,limitations,andfuturedirections.

Published3/6/2025—

Linktoreport

KEYTAKEAWAYS

●AIagentfundingisexplodingas“digitalcoworkers”becomereality:AIagentstartupsraised

$3.8Bin2024

(nearlytripling2023'stotal),witheverymajortechplayernowdevelopingagentsoragenttooling.TheshiftfromAIcopilotstoautonomousagentswithgreaterdecision-making

scopeishappeningquickly,promisingtoalterworkforcecompositionandmaximizeoperationalefficiencythroughtaskautomation.

●Customerserviceandsoftwaredevelopmentleadcommercialadoption:Thesetwohorizontal

marketsshowthestrongesttractionbasedonmedianMosaichealthscores(714and737

respectively),withtwo-thirdsofsurveyedorganizationsalreadyusingorplanningtouseAIagentsincustomersupportwithin12months.Thesemarketsbenefitfromwell-definedworkflowsandtestableenvironmentsthatmakeagentdeploymentmorestraightforward.

●Trustremainsthebiggestbarriertofullautonomy:Despiterapidgrowth,fullyautonomousagentsremainlimitedduetoreliability,reasoning,andaccessissues.Startupsareaddressingthisthrough5primarytrust-buildingmethods:transparency,humanoversight,technicalsafeguards,security&compliance,andcontinuousimprovement.Mostcurrentapplicationsstilloperatewith“guardrails”withinconstrainedarchitecturesratherthantrueautonomy

Weselectedcompaniesforinclusionbasedon

Mosaichealthscores

(500+)and/orfundingrecency(since2022).Weincludedprivatecompaniesonlyandorganizedthemaccordingtotheirprimaryfocus.Thismarketmapisnotexhaustiveofthespace.

WanttobeconsideredforfutureAIagentresearch?

Briefouranalysts

toensurewehavethemostup-to-datedataonyourcompany.

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AIagentinfrastructure

Thissegmentcoverscompaniesbuildingagent-specificinfrastructure.(Weexcluded

general

genAIinfrastructuremarkets

likefoundationmodelsandvectordatabasesfromthemap.)

Developmenttools

Adiverseecosystemoftoolshasemergedtosupportagents’development.Theserangefrommemoryframeworkslike

Letta

thatenablepersistent,retrievablememoryacrossinteractions;totoolsthatallowagentstotakeactionviaintegration(e.g.,

Composio

),

authentication(e.g.,

Anon

),andbrowserautomation(e.g.,

Browserbase

).

Anothersetofcompaniesisgivingagentsmoreutilityacross

payments

(whichincludescompaniesdevelopingcryptowalletsforagentsaswellasvirtualcards)and

voice

(developmentplatformsandtoolsfortestingAIvoiceapplicationsaswellasspeechmodels).

Meanwhile,demandforsimplified,comprehensivedeploymentoptionsisdrivingtheriseof

AIagentdevelopmentplatforms

—themostcrowdedinfrastructuremarketonourmap.

LLMdevelopersincluding

Cohere

(withitsNorthAIworkspace)and

Mistral

havelaunched

theirownagentdevelopmentframeworks,while

Amazon

,

Microsoft

,

Google

,and

Nvidia

all

offerAIagentdevelopmenttooling.With

manyenterprisesfavoringestablishedvendorsdue

tolowerrisk

,bigtechcompanieshavesignificantadvantageshere.

Trust&performance

Concernsaroundreliabilityandsecurityhavehelpedestablishamarketforagent

evaluation

&observabilitytools

.Early-stagecompaniesaretargetingapplicationssuchasautomatedtesting(e.g.,

HaizeLabs

)andperformancetracking(e.g.,

Langfuse

).

Multi-agentsystems

,where

specializedsub-agentsworktogethertocompletetasks

,alsoshowpromiseinimprovingaccuracy.InsightPartners-backed

CrewAI

’smulti-agent

orchestrationplatformisreportedlyalreadyusedby40%oftheFortune500.

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“

Multi-agentorchestrationwillevolveintoanOSforenterprises—governingthousandsofagentswithrulesforautonomy,oversight,andauditability.Pre-builtagentsmayhelpearlyadopters,butlong-term,enterpriseswillfavorplatformsthatletthemcomposeandgoverncustomagentsatscale.

JoãoMoura

CEO,CrewAI

Vendorsarealsotacklingreliabilityconcernsdirectly.Basedonourbriefingswith20+AIagentstartupsinQ1’25,companiesareusing5primarymethodstobuildusertrust:

1.Transparency

2.Humanoversight

3.Technicalsafeguards

4.Security&compliance

5.Continuousimprovement

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Horizontalapplications&jobfunctions

HorizontalAIagentstartupsmakeupnearlyhalfofthemapandoveralllandscape.

Thissegmentprimarilyfeaturesstartupstargetingenterprises,withindustry-agnosticapplicationsacrossjobfunctionslike

HR/recruiting

,

marketing

,and

securityoperations

.

Companiesintheproductivity&

personalassistants

market,including

OpenAI

withitsOperatoragent,aretargetingconsumersandemployeesdirectly.

TheAIagentmarketswiththemosttraction—basedoncompanies’medianMosaichealthscores—are

customerservice

andsoftwaredevelopment(whichincludes

coding

and

code

review&testing

agents).Thesemarketsarealsoamongthemostcrowded

duetothevalue

agentsbring

towell-definedworkflowsandtestableenvironments.

Weseethisreflectedinadoption,particularlyatthecustomerservicelayer:Among64

organizationssurveyedbyCBInsightsinDecember2024,two-thirdsindicatedtheyareusingorwillbeusingAIagentsincustomersupportinthenext12months.

Overall,horizontalAIagentapplicationsaremorecommerciallymaturecomparedtothe

infrastructureandverticalsegments,withovertwo-thirdsofthemarketdeployingorscalingtheirsolutionsbasedon

CBICommercialMaturityscores

.

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Vertical(industry-specific)applications

Weexpectincreasingverticalizationasstartupscarveoutnichesbysolvingindustry-specificcustomerproblems,especiallyinareaswithstrictregulatoryscrutinyanddatasensitivity.

Thiscategoryfeaturescompaniescateringtoindustriesincluding:

●Financialservices&insurance:Themostcrowdedverticalcategoryonthemapwith11companies,startupsherearetargetingavarietyoffinservworkflowssuchas

financialresearch(

Boosted.ai

and

Wokelo

),insurancesales&support(

Alltius

and

Indemn

),andwealthadvisoryprospecting&operations(

FinnyAI

and

Powder

).

●Healthcare:Solutionsinthismarketaimtoreducethevolumeofmanualtasksfor

healthcareprofessionalsacrossusecaseslikeclinicaldocumentation,revenuecycleoperations,callcenters,andvirtualtriage.Solutionsfromcompanieslike

Thoughtful

AI

(revenuecycleoperations)and

HippocraticAI

(staffingmarketplace)aretargetingend-to-endhealthcareworkflows.

●Industrials:Thesecompanieslooktooptimizeprocessesandequipment—includingcontrolsystems,robots,andotherindustrialmachines—withoutrelyingonconsistenthumanintervention.Forexample,

Composabl

launchedanagentplatforminMay

2024thatusesLLMstocreateskillsandgoalsforagentsthatcancontrolindustrialequipment.Publiccompanieslike

Palantir

arealsoactiveinthisspace.

Learnmorein

ourindustrialAIagents&copilotsmarketmap

.

“

Thepromiseofautonomousagentscannotbefulfilledwithoutsolvingcontextengineering.

Agentsneedtherightcontextattherighttimeandintherightformattomakereliable

decisions.Enterprisesalsorequireprovenanceandgovernance:knowingwhereinformationoriginated,howitevolved,andensuringcomplianceacrosssensitivedomains.Current

approachestoagentmemorystilltreateachuserinteractioninisolation,withlittleconnectiontoothertouchpointssuchasemail,supportcases,CRMdata,orSaaSusage.Enterpriseswillneedcontextsystemsthatunifythesesignals,trackevolvingrelationshipsandbusiness

states,andmaintaincontrolsandaudittrailsthatmakeagentstrustworthyatscale.

DanielChalef

FounderandCEO,ZepAI

©2025CBInsights|19

TheAIagenttechstack

WeminedtheCBInsightsBusinessGraphtomapthe135+startupsacross17marketsformingthenewAIagenttechstack.Discoverwhichmarketsaregainingmomentum,identifyinvestmentopportunities,andfindpartnersforbuildingAIagents.

Publishedon8/22/2025—

Linktoreport

KEYTAKEAWAYS

●VoiceAIemergesasanewbattlegroundwithanaverageMosaicscoreof756and$400Mraisedin2025,whileMetaacquireditsfirstcompaniessince2022(PlayAIandWaveFormsAI)inthis

space.

●TechgiantsracetoownagentcommunicationstandardswithAnthropic'sMCP,Google'sA2A

Protocol,andIBM'sAgentCommunicationProtocolalllaunchingwithinayear.Professional

servicesfirmsandcloudprovidersarerapidlyadoptingtheseprotocols,makingthemtablestakesacrossthevaluechain.

●Criticalwhitespaceopportunitiesemergeacrossmonetization,marketplaces,andcostmanagementastheAIagentstackmatures

Inunderayear,theAIagentlandscapehasgrownfromroughly

300players

to

thousands

.Agentsaremakingtheirwayinto

workflows

acrossverticals,from

e-commerce

to

industrials

.

Underpinningthismomentumisanemergingtechstack.Infrastructurelayers—fromfoundationmodelstooversight—arehelpingenterprisesbuild,deploy,andmanageAIagentsmoreeffectively.

UsingtheCBInsightsBusinessGraphandproprietarysignals,wemapped135+promisingprivatecompaniesbuildinginfrastructureforAIagents.

Belowthemap,weoutlinetheemergingmarketsandtrendsinvestorsandstrategyleadersshouldbewatching.

©2025CBInsights|20

Weselectedcompaniesforinclusionbasedon

Mosaichealthscores

(500+)andfunding

recency(since2023).Includesprivatecompaniesonly,organizedaccordingtotheirprimaryfocus.Excludesgeneralenterpriseworkflowautomationplatformsandnon-pure-playLLMdevelopers.Thismarketmapisnotexhaustiveofthespace.

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Outlook&keytakeaways

Privatemarketmomentumpointstopayments,voice,andsecurityaskeymarketstowatch

TheAIagenttechstackisahigh-momentumlandscape,basedonCBInsights

Mosaic

startuphealthscores

.PrivatecompaniesacrossthemarketsoutlinedbelowhaveanaverageMosaicscoreof768—morethandoubletheaverageof370forallprivatecompanies.TheyalsohaveanaverageCommercialMaturityScoreof3,indicatingwidespreadsolution

deployment.

Adeeperdiveintothesescores,partnerships,andfundingreveals3emergingmarketstowatch:

●VoiceAIisthenewbattlegroundforthenextwaveofAIagents:Withanaverage

Mosaicscoreof756andnearly$400Minfundingin2025sofar,

voiceAIdevelopment

platforms

arebuildingmomentum.BigtechalsorecognizesvoiceasanessentialAI

buildingblock—

Meta

’sfirstacquisitionssince2022thisyearwere

PlayAI

and

WaveFormsAI

,bothoperatinginaudioandvoiceAI.

●AIagentsecur