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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