The AI Agent Wars and What Founders and Investors Need to Know

A founder and investor guide to the AI agent wars. Which platforms are winning, what the major labs are building, and what it means for startups building with agents in 2026.

A founder and investor guide to the AI agent wars. Which platforms are winning, what the major labs are building, and what it means for startups building with agents in 2026.

Last week, Andrej Karpathy, the former head of AI at Tesla, published something that stopped me mid-scroll. His new open-source project, autoresearch, gives a coding agent a single GPU and a 630-line Python training file, then steps aside. The agent…

Recently, a few founders in our portfolio have unlocked what can only be described as operational superpowers. In a call with one founder, I recommended he reach out to a certain company about a partnership. His response “I’ll give it…