this feels like less a trend and just something we expect… but q1 had a lot of launches that overlapped with recent startups i've seen: – codex desktop for running parallel – managed agents by claude and agents sdk upgrades
– codex security for reviewing code and security
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MARKET TRENDS
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Q1 AI Launches: Codex, Claude Agents, and Security Tools
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Q1 2025 AI Trends: Coding Models and Autonomous Agents Rise
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feels like forever ago, but had to include openclaw in q1 trends coding models improved greatly in Q4 of 2025, early jan was ppl running claude codes in parallel, and clawdbot blew up late jan models improvement + own computer (mac mini) + channel agnostic communication led to
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Quarterly AI Trends Session Shared with LPs
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we held our quarterly AI session with LPs last week where we go over ai trends and our experiments sharing an abbreviated version here for anyone interested
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The Future of AI: Glasses Over Immersive Headsets
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Let’s be honest. The future is glasses. Not scuba masks
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Multi-Agent Systems: Dynamic Labor Markets Over Static Org Charts
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Pay attention to this one, AI devs. If you're building multi-agent systems, you're probably wiring static org charts. New research argues they should look more like a labor market. The paper introduces OneManCompany (OMC). Instead of fixed teams, it defines "Talents," portable
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Meta’s Race to Mass-Produce Low-Quality AI Creative Content
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Meta is now about producing as much AI sloppy creative as humanly possible. Quality? Not so much The art of marketing on Meta in 2026 is who can be quicker at making the crappiest versions of, well, anything.
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Trump Battleship Plan Reflects Outdated Future Vision
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The Trump battleship plan (the US last built a battleship in 1944, because they were obsolete even then) comes from the Musk school of Cybertruck design. Boyhood fantasy of a long past view of the future.
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GPU Purchases Continue Dominating Tech Market Trends
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First thing I saw when I got online Buy a GPU keeps on winning
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Distillation Challenges Widen as AI Agents Complexity Increases
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I think the world of agents makes distillation much harder, so the gap is starting to widen
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Growing Gap Between Open-Source and Frontier AI Models
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this is why there is a massive (growing) gap between open-source and the frontier