July’s billboards seem to have shifted slightly in tone.

What were once boards dominated by “agentic” this and “inference” that, we’re seeing more about what happens next. While AI is still a large part of the conversation, we’re seeing that the conversation might be maturing. Could it be that the novelty is wearing off, expectations are rising, and brands now have to prove they can turn AI into something reliable, useful, and commercially valuable?

Our take: The market is moving from excitement to accountability. Throwing out “AI” may still get attention, but the more important questions are starting to take over: Can you back up what you’re saying? You can talk the talk, but can you also walk the walk?

CodeRabbit – Review AI Code

 

Confluent – Data Monster

Daytona – Computers for Agents

Deel – N0-1 does founder visas like

Figma – Intelligent canvas

Greptile – Kills bugs

Monaco – Revenue closed

Orkes – Unbreakable agents

PlanetScale – Sharded postgres

PostHog- Who’s your Dadd AI?

Pylon – Go agentic.

Remote – Global payroll

 

Replit – The pursuit of Appiness

Resolve – Bag more 9s

Runpod – Experiment > Scale

ServiceNow – Without workflows…

Sourcegraph – A tidal wave of code is coming

Stripe – Treasury

Supermicro – AI data center building block solutions

Together AI – AI natives scale inference on

Wirestock – Next gen multimodal data

You – Where AI goes to search

 

AI Dread?

 

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