This month we’ve got volume.
The budgets are definitely still there. This time, we’re even showing multiple boards from the same companies to show their breadth and range. But the messaging across the board? It’s consolidating fast. A handful of visual and verbal patterns are taking over San Francisco, and the result is a city full of companies saying roughly the same thing in slightly different fonts.
The good news: a few brands are breaking through.
The bad news: most are drifting toward the same creative middle.
This month’s roundup had one dominant theme: everyone wants to own the “agent” conversation. It’s feeling predictable but still more fun than last month’s sea of blue. Question is, is what they’re saying memorable?
Airbyte – AGENTS. AGENTS. AGENTS.
Arize – Agents that improve themselves start with evals.
Artisan – Double your pipeline. Not your payroll.
Atlassian Rovo – AI Novice → AI Native
Cloudflare – Build for the agent era
Codex – You can just build things
Corgi – Protect Yourself
Deel – Founders get free payroll for life
Figma – Made in Figma
Fireworks AI – Training + Inference = 🔥
Graphite – The medium is changing. The message is yours.
Hex – Make everyone a data person
Kong – We do NOT sell dog toys.
Lambda – Supercomputers for training and inference
LlamaIndex – We parse Docs
Miro – AI knows the task. AI knows the team.
Odoo – Distribution software that doesn’t suck
Okta – Okta Secures AI
Paraform – Hire on easy mode
Safari – A browser that’s actually private
Sage – AI that hides nothing
Sazabi – AI-native observability
Speakeasy – Your SaaS is cooked
Telnyx – Co-locate everything
Together AI – Inference that scales with your app
Turing – Superintelligence
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