The private weekly briefing on the agentic economy. What's growing, what's dying, what the data actually shows.
For founders, VCs, researchers, and enterprise teams who need signal — not noise.
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The data this week reveals something counterintuitive. While total company count grew 21% week on week, the top 10% of companies by ARR now account for 67% of total platform revenue — up from 54% just three weeks ago. This winner-take-most dynamic is accelerating faster than we projected. The implication for founders choosing verticals right now is significant. Trades and Field Ops is showing the strongest unit economics by far, with average ARR per company running 3.4x higher than the platform average. Legal and Compliance is emerging as the surprise vertical — three companies crossed $10K MRR quietly this week with no public announcement.
RoofMax AI launched 47 days ago on Polsia with a simple thesis: roofing leads are high-value, homeowners hate the process, and agents can handle everything except the final handshake. Here is how they built a $340K ARR run rate in six weeks with three humans and zero VC money...
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