Among emerging genAI startups, visual model developer Black Forest Labs now holds the highest Mosaic score (938 out of 1,000), a signal of private company momentum and its likelihood of success. Track other emerging generative AI startups, shifting markets, and breakout opportunities with our dynamic signal tracker.
Using predictive signals from CB Insights, we mapped 70+ companies developing data infrastructure, AI models, and observability tools that bring intelligence to the physical world.
Enterprises are struggling to measure the ROI of AI agents, creating demand for infrastructure focused on performance visibility, context management, and cost attribution. Using CB Insights’ predictive signals, we identify the top agent infrastructure markets primed for growth as adoption shifts from experimentation to production.
As agents delete work and win labor budgets, the bottleneck shifts from building them to deploying, securing, and scaling them. CB Insights’ signals reveal the markets capturing that value in 2026.
CB Insights' emerging technology insights platform provides all the analysis and data from this newsletter. Our data is the easiest way to discover and respond to emerging tech.
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