← Timeline Q1 2026 80% of enterprise apps now embed an agent (from 33% in 2024); 266 AI M&A deals, +90% YoY ADOPTMONEY Original reportingCDigital Applied Around the same timeMar 2026MONEYCursor/Anysphere crosses $2B annualized revenuesearch for coverageFeb 2026MONEYINFRAOpenAI launches Frontier and signs a $50B exclusive cloud deal with Amazonsearch for coverageQ1 2026MONEYMicrosoft falls ~25%, worst quarter since Q4 2008search for coverageDec 2025POLICYExecutive order moves to block incompatible state AI lawssearch for coverageOct 2025MONEYCHIPSNvidia becomes the first $5T companysearch for coverage