The latest from the LangSmith Signal: We looked at API call volume and developer adoption trends across LLM providers using LangChain open source telemetry since December 2025.
MARKET TRENDS
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Enterprise AI adoption delayed by longer sales cycles
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one hypothesis: enterprise is slower sales cycle and longer contracts so market reaction is delayed compared to fast moving devs/startups
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Google DeepMind Forms Strike Team to Compete with Anthropic
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Google has formed a dedicated strike team within Google DeepMind to improve its AI coding models, driven partly by pressure from Anthropic, whose tools are seen internally as more advanced. Leadership, including Sergey Brin (!), is pushing urgently toward “agentic” AI systems
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Accelsius Portfolio Investment Drives Innventure Stock Surge
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Innventure stock is up over 20% this afternoon as one of its portfolio investments, Accelsius, issued a press release. The overall challenge for Accelsius is a little bit deeper than a press release, as I explore in this exclusive interview with Accelsius CEO Josh Claman.
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Malicious Bots Distort Web Traffic Metrics Requiring Security Recalibration
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Web traffic metrics increasingly hide a structural distortion. Malicious bots generate 37% of activity, so marketing analytics, ad spend and cybersecurity baselines must be recalibrated because a growing share of “users” is no longer human. Source @StatistaCharts via @antgrasso
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Agentic AI Cost: Hidden Economics of Autonomous Systems
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Agentic AI Cost: The Hidden Economics of Autonomous Systems
— Satya Mallick (@LearnOpenCV) 20 avril 2026
In this episode of Artificial Intelligence: Papers and Concepts, we explore Agentic AI Cost, a deep dive into the often-overlooked economics of autonomous AI systems. As AI agents become more capable- planning,… pic.twitter.com/Sp4FKHznRqAgentic AI Cost: The Hidden Economics of Autonomous Systems In this episode of Artificial Intelligence: Papers and Concepts, we explore Agentic AI Cost, a deep dive into the often-overlooked economics of autonomous AI systems. As AI agents become more capable- planning,
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FSD Autonomous Driving Capabilities Debate
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You are very uninformed about FSD. Please do some homework on how good it is now. It's way better at driving than you are, for one. Already.
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HyperWrite founders step away as AI landscape evolves
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Quick update I’ve been meaning to share for a while: @JasonKuperberg and I stepped away from HyperWrite a few months ago. We’re proud to have built one of the first consumer AI products, and turned it into a profitable business with real scale. But the AI landscape is moving
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Farzyness Cybercab steering wheel stance differentiates community voices
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As much as I've taken some swings at @farzyness myself for his "Cybercab needs a steering wheel stance" it is totally brilliant. He gets discussed so often. It is a brilliant way to differentiate him from the others in the community (I have a list at https://
x.com/scobleizer/lis
ts
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Dwarkesh Patel’s Podcast Coverage and AGI-Focused Narrative Analysis
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Dwarkesh is not an AGI party bro. He's been pretty diverse in how he seeks alpha from across a wide variety of industries. I enjoy the hell out of a lot of his podcasts.
This podcast though, his questions and narrative are very AGI Party takes, because I think they're very