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Notes on AI agents and the AI market

Sourced data and takeaways for founders, product teams and engineers. Every number links to its source.

AI share of global venture funding: about 50% in 2025, 80% in Q1 2026, over 70% in Q2, 64% in Q3 2026.

October 6, 2026 · 6 min read

64% of venture money now goes to AI. What it means if you're raising in 2026

Q3 2026 venture data: AI took $102B of $159B, 27 companies took a third of all capital, and per-seat SaaS got repriced. What founders should change before a raise.

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