Talent Flow · weekly delta scans
Where the elite engineers go, the capital follows.
Every Monday we scan three streams — talent movement, capital formation, and hiring demand — across twelve sectors, and map what we find to public tickers. This is the full record, including the parts that went nowhere.
Best validated call
Electrician shortage flagged as the binding constraint on datacenter builds.
Quanta Services +49.5% YTD 2026
against S&P 500 +10.9% · flagged Nov 3, 2025
GE Vernova ≈ +200% TTM
Vertiv +42% YTD
ServiceNow (donor side) −51% from highs
The Signal Tape
Every sector, every week of the record. Direction is the reading the scan filed that week — not a price move.
as of Aug 3, 2026
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Frontier AI labs
Datacenter power
Physical AI / robotics
AI coding / dev tools
Agent infrastructure
Defense tech
World models / spatial
AI + healthcare/bio
Nuclear & firm power
Semi fab workforce
Horizontal SaaS
Crypto
backfilled — reconstructed record
live scans
strongly accelerating accelerating steady cooling declining not yet tracked reduced saturation = backfilled
Evidence — hover or tab into the tape
Each cell carries the reading its Monday scan filed, and the evidence line behind it.
| Sector | Week | Direction | Intensity | Momentum | Provenance | Evidence |
|---|---|---|---|---|---|---|
| Agent infrastructure | 2025-11-03 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| AI coding / agentic dev tools | 2025-11-03 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| AI + healthcare/bio | 2025-11-03 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Crypto | 2025-11-03 | cooling | -1 · cooling | — (monthly only) | reconstructed | — |
| Datacenter power & electrical infrastructure | 2025-11-03 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | Q3 prints: all hyperscalers raise capex; electrician shortage flagged as binding constraint |
| Defense tech | 2025-11-03 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Frontier AI labs / foundation models | 2025-11-03 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | OpenAI signs $38B AWS compute deal (Nov 3) |
| Horizontal SaaS | 2025-11-03 | cooling | -1 · cooling | — (monthly only) | reconstructed | — |
| Physical AI / robotics / humanoids | 2025-11-03 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| World models / spatial AI | 2025-11-03 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Agent infrastructure | 2025-11-10 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| AI coding / agentic dev tools | 2025-11-10 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| AI + healthcare/bio | 2025-11-10 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Crypto | 2025-11-10 | cooling | -1 · cooling | — (monthly only) | reconstructed | — |
| Datacenter power & electrical infrastructure | 2025-11-10 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | Burry discloses NVDA/PLTR puts - first high-profile short of the AI-infra complex |
| Defense tech | 2025-11-10 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Frontier AI labs / foundation models | 2025-11-10 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Horizontal SaaS | 2025-11-10 | cooling | -1 · cooling | — (monthly only) | reconstructed | — |
| Physical AI / robotics / humanoids | 2025-11-10 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| World models / spatial AI | 2025-11-10 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Agent infrastructure | 2025-11-17 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| AI coding / agentic dev tools | 2025-11-17 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | Cursor $2.3B at $29.3B (~3x in 5 months, ~$1B annualized revenue) |
| AI + healthcare/bio | 2025-11-17 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Crypto | 2025-11-17 | cooling | -1 · cooling | — (monthly only) | reconstructed | — |
| Datacenter power & electrical infrastructure | 2025-11-17 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | Anthropic announces $50B US datacenter program (TX, NY) |
| Defense tech | 2025-11-17 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Frontier AI labs / foundation models | 2025-11-17 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Horizontal SaaS | 2025-11-17 | cooling | -1 · cooling | — (monthly only) | reconstructed | — |
| Physical AI / robotics / humanoids | 2025-11-17 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| World models / spatial AI | 2025-11-17 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | LeCun leaving Meta for world-model startup; World Labs ships Marble |
| Agent infrastructure | 2025-11-24 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| AI coding / agentic dev tools | 2025-11-24 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| AI + healthcare/bio | 2025-11-24 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Crypto | 2025-11-24 | cooling | -1 · cooling | — (monthly only) | reconstructed | — |
| Datacenter power & electrical infrastructure | 2025-11-24 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Defense tech | 2025-11-24 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Frontier AI labs / foundation models | 2025-11-24 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | MSFT/NVDA up to $15B into Anthropic at ~$350B; Gemini 3 ships; NVDA Q3 $57B +62% |
| Horizontal SaaS | 2025-11-24 | cooling | -1 · cooling | — (monthly only) | reconstructed | — |
| Physical AI / robotics / humanoids | 2025-11-24 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| World models / spatial AI | 2025-11-24 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Agent infrastructure | 2025-12-01 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| AI coding / agentic dev tools | 2025-12-01 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| AI + healthcare/bio | 2025-12-01 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Crypto | 2025-12-01 | declining | -2 · declining | — (monthly only) | reconstructed | — |
| Datacenter power & electrical infrastructure | 2025-12-01 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Defense tech | 2025-12-01 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Frontier AI labs / foundation models | 2025-12-01 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Horizontal SaaS | 2025-12-01 | cooling | -1 · cooling | — (monthly only) | reconstructed | — |
| Physical AI / robotics / humanoids | 2025-12-01 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| World models / spatial AI | 2025-12-01 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| Agent infrastructure | 2025-12-08 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| AI coding / agentic dev tools | 2025-12-08 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| AI + healthcare/bio | 2025-12-08 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Crypto | 2025-12-08 | declining | -2 · declining | — (monthly only) | reconstructed | — |
| Datacenter power & electrical infrastructure | 2025-12-08 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Defense tech | 2025-12-08 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Frontier AI labs / foundation models | 2025-12-08 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Horizontal SaaS | 2025-12-08 | cooling | -1 · cooling | — (monthly only) | reconstructed | — |
| Physical AI / robotics / humanoids | 2025-12-08 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | Skild ~$14B talks (~3x); second robot-FM step-up in 3 weeks |
| World models / spatial AI | 2025-12-08 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| Agent infrastructure | 2025-12-15 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| AI coding / agentic dev tools | 2025-12-15 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| AI + healthcare/bio | 2025-12-15 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Crypto | 2025-12-15 | declining | -2 · declining | — (monthly only) | reconstructed | — |
| Datacenter power & electrical infrastructure | 2025-12-15 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | Oracle -11% on capex-heavy print - first market-imposed constraint on AI capex financing |
| Defense tech | 2025-12-15 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Frontier AI labs / foundation models | 2025-12-15 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Horizontal SaaS | 2025-12-15 | cooling | -1 · cooling | — (monthly only) | reconstructed | — |
| Physical AI / robotics / humanoids | 2025-12-15 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| World models / spatial AI | 2025-12-15 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| Agent infrastructure | 2025-12-22 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| AI coding / agentic dev tools | 2025-12-22 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| AI + healthcare/bio | 2025-12-22 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Crypto | 2025-12-22 | declining | -2 · declining | — (monthly only) | reconstructed | — |
| Datacenter power & electrical infrastructure | 2025-12-22 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Defense tech | 2025-12-22 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Frontier AI labs / foundation models | 2025-12-22 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Horizontal SaaS | 2025-12-22 | cooling | -1 · cooling | — (monthly only) | reconstructed | — |
| Physical AI / robotics / humanoids | 2025-12-22 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| World models / spatial AI | 2025-12-22 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| Agent infrastructure | 2025-12-29 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| AI coding / agentic dev tools | 2025-12-29 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| AI + healthcare/bio | 2025-12-29 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Crypto | 2025-12-29 | declining | -2 · declining | — (monthly only) | reconstructed | — |
| Datacenter power & electrical infrastructure | 2025-12-29 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Defense tech | 2025-12-29 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Frontier AI labs / foundation models | 2025-12-29 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Horizontal SaaS | 2025-12-29 | cooling | -1 · cooling | — (monthly only) | reconstructed | — |
| Physical AI / robotics / humanoids | 2025-12-29 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| World models / spatial AI | 2025-12-29 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| Agent infrastructure | 2026-01-05 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| AI coding / agentic dev tools | 2026-01-05 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| AI + healthcare/bio | 2026-01-05 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Crypto | 2026-01-05 | cooling | -1 · cooling | — (monthly only) | reconstructed | — |
| Datacenter power & electrical infrastructure | 2026-01-05 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Defense tech | 2026-01-05 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| Frontier AI labs / foundation models | 2026-01-05 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| Horizontal SaaS | 2026-01-05 | cooling | -1 · cooling | — (monthly only) | reconstructed | — |
| Physical AI / robotics / humanoids | 2026-01-05 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| World models / spatial AI | 2026-01-05 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| Agent infrastructure | 2026-01-12 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| AI coding / agentic dev tools | 2026-01-12 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| AI + healthcare/bio | 2026-01-12 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Crypto | 2026-01-12 | cooling | -1 · cooling | — (monthly only) | reconstructed | — |
| Datacenter power & electrical infrastructure | 2026-01-12 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Defense tech | 2026-01-12 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| Frontier AI labs / foundation models | 2026-01-12 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | xAI closes $20B at $230B; Anthropic terms $10B at $350B - $30B in one week |
| Horizontal SaaS | 2026-01-12 | cooling | -1 · cooling | — (monthly only) | reconstructed | — |
| Physical AI / robotics / humanoids | 2026-01-12 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| World models / spatial AI | 2026-01-12 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| Agent infrastructure | 2026-01-19 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| AI coding / agentic dev tools | 2026-01-19 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| AI + healthcare/bio | 2026-01-19 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Crypto | 2026-01-19 | cooling | -1 · cooling | — (monthly only) | reconstructed | — |
| Datacenter power & electrical infrastructure | 2026-01-19 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Defense tech | 2026-01-19 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| Frontier AI labs / foundation models | 2026-01-19 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| Horizontal SaaS | 2026-01-19 | cooling | -1 · cooling | — (monthly only) | reconstructed | — |
| Physical AI / robotics / humanoids | 2026-01-19 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | Skild closes $1.4B at $14B+; TML fractures, talent flows back to OpenAI |
| World models / spatial AI | 2026-01-19 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| Agent infrastructure | 2026-01-26 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| AI coding / agentic dev tools | 2026-01-26 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| AI + healthcare/bio | 2026-01-26 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Crypto | 2026-01-26 | cooling | -1 · cooling | — (monthly only) | reconstructed | — |
| Datacenter power & electrical infrastructure | 2026-01-26 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Defense tech | 2026-01-26 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| Frontier AI labs / foundation models | 2026-01-26 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| Horizontal SaaS | 2026-01-26 | cooling | -1 · cooling | — (monthly only) | reconstructed | — |
| Physical AI / robotics / humanoids | 2026-01-26 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| World models / spatial AI | 2026-01-26 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| Agent infrastructure | 2026-02-02 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| AI coding / agentic dev tools | 2026-02-02 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| AI + healthcare/bio | 2026-02-02 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| Crypto | 2026-02-02 | cooling | -1 · cooling | — (monthly only) | reconstructed | — |
| Datacenter power & electrical infrastructure | 2026-02-02 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | Meta guides 2026 capex $115-135B; Amazon cuts 16K corporate roles same day |
| Defense tech | 2026-02-02 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| Frontier AI labs / foundation models | 2026-02-02 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| Horizontal SaaS | 2026-02-02 | cooling | -1 · cooling | — (monthly only) | reconstructed | — |
| Physical AI / robotics / humanoids | 2026-02-02 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| World models / spatial AI | 2026-02-02 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| Agent infrastructure | 2026-02-09 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| AI coding / agentic dev tools | 2026-02-09 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| AI + healthcare/bio | 2026-02-09 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| Crypto | 2026-02-09 | cooling | -1 · cooling | — (monthly only) | reconstructed | — |
| Datacenter power & electrical infrastructure | 2026-02-09 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | Alphabet $175-185B + Amazon ~$200B guides - all four now expansionary |
| Defense tech | 2026-02-09 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| Frontier AI labs / foundation models | 2026-02-09 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| Horizontal SaaS | 2026-02-09 | cooling | -1 · cooling | — (monthly only) | reconstructed | — |
| Physical AI / robotics / humanoids | 2026-02-09 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| World models / spatial AI | 2026-02-09 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| Agent infrastructure | 2026-02-16 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| AI coding / agentic dev tools | 2026-02-16 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| AI + healthcare/bio | 2026-02-16 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| Crypto | 2026-02-16 | cooling | -1 · cooling | — (monthly only) | reconstructed | — |
| Datacenter power & electrical infrastructure | 2026-02-16 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| Defense tech | 2026-02-16 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| Frontier AI labs / foundation models | 2026-02-16 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | Anthropic closes $30B Series G at $380B |
| Horizontal SaaS | 2026-02-16 | cooling | -1 · cooling | — (monthly only) | reconstructed | — |
| Physical AI / robotics / humanoids | 2026-02-16 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| World models / spatial AI | 2026-02-16 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| Agent infrastructure | 2026-02-23 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| AI coding / agentic dev tools | 2026-02-23 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| AI + healthcare/bio | 2026-02-23 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| Crypto | 2026-02-23 | cooling | -1 · cooling | — (monthly only) | reconstructed | — |
| Datacenter power & electrical infrastructure | 2026-02-23 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| Defense tech | 2026-02-23 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| Frontier AI labs / foundation models | 2026-02-23 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| Horizontal SaaS | 2026-02-23 | cooling | -1 · cooling | — (monthly only) | reconstructed | — |
| Physical AI / robotics / humanoids | 2026-02-23 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| World models / spatial AI | 2026-02-23 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| Agent infrastructure | 2026-03-02 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| AI coding / agentic dev tools | 2026-03-02 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| AI + healthcare/bio | 2026-03-02 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Crypto | 2026-03-02 | declining | -2 · declining | — (monthly only) | reconstructed | — |
| Datacenter power & electrical infrastructure | 2026-03-02 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Defense tech | 2026-03-02 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| Frontier AI labs / foundation models | 2026-03-02 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Horizontal SaaS | 2026-03-02 | declining | -2 · declining | — (monthly only) | reconstructed | — |
| Physical AI / robotics / humanoids | 2026-03-02 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| World models / spatial AI | 2026-03-02 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| Agent infrastructure | 2026-03-09 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| AI coding / agentic dev tools | 2026-03-09 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| AI + healthcare/bio | 2026-03-09 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Crypto | 2026-03-09 | declining | -2 · declining | — (monthly only) | reconstructed | — |
| Datacenter power & electrical infrastructure | 2026-03-09 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Defense tech | 2026-03-09 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| Frontier AI labs / foundation models | 2026-03-09 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Horizontal SaaS | 2026-03-09 | declining | -2 · declining | — (monthly only) | reconstructed | — |
| Physical AI / robotics / humanoids | 2026-03-09 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| World models / spatial AI | 2026-03-09 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | AMI Labs $1.03B seed (LeCun) - two $1B world-model rounds in a month |
| Agent infrastructure | 2026-03-16 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| AI coding / agentic dev tools | 2026-03-16 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| AI + healthcare/bio | 2026-03-16 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Crypto | 2026-03-16 | declining | -2 · declining | — (monthly only) | reconstructed | Commits -75%, devs -56% (Artemis/CoinDesk); GitHub +36M devs - rotation to AI |
| Datacenter power & electrical infrastructure | 2026-03-16 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Defense tech | 2026-03-16 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| Frontier AI labs / foundation models | 2026-03-16 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Horizontal SaaS | 2026-03-16 | declining | -2 · declining | — (monthly only) | reconstructed | — |
| Physical AI / robotics / humanoids | 2026-03-16 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| World models / spatial AI | 2026-03-16 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| Agent infrastructure | 2026-03-23 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| AI coding / agentic dev tools | 2026-03-23 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| AI + healthcare/bio | 2026-03-23 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Crypto | 2026-03-23 | declining | -2 · declining | — (monthly only) | reconstructed | — |
| Datacenter power & electrical infrastructure | 2026-03-23 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Defense tech | 2026-03-23 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| Frontier AI labs / foundation models | 2026-03-23 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | OpenAI to nearly double headcount to ~8,000 in 2026 |
| Horizontal SaaS | 2026-03-23 | declining | -2 · declining | — (monthly only) | reconstructed | — |
| Physical AI / robotics / humanoids | 2026-03-23 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| World models / spatial AI | 2026-03-23 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| Agent infrastructure | 2026-03-30 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| AI coding / agentic dev tools | 2026-03-30 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| AI + healthcare/bio | 2026-03-30 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Crypto | 2026-03-30 | declining | -2 · declining | — (monthly only) | reconstructed | — |
| Datacenter power & electrical infrastructure | 2026-03-30 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Defense tech | 2026-03-30 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | Shield AI $2B at $12.7B (+140%) on CCA program win |
| Frontier AI labs / foundation models | 2026-03-30 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Horizontal SaaS | 2026-03-30 | declining | -2 · declining | — (monthly only) | reconstructed | — |
| Physical AI / robotics / humanoids | 2026-03-30 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| World models / spatial AI | 2026-03-30 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| Agent infrastructure | 2026-04-06 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| AI coding / agentic dev tools | 2026-04-06 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| AI + healthcare/bio | 2026-04-06 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| Crypto | 2026-04-06 | declining | -2 · declining | — (monthly only) | reconstructed | — |
| Datacenter power & electrical infrastructure | 2026-04-06 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| Defense tech | 2026-04-06 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Frontier AI labs / foundation models | 2026-04-06 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | OpenAI $122B at $852B; AI = 80% of record $300B global Q1 VC |
| Horizontal SaaS | 2026-04-06 | declining | -2 · declining | — (monthly only) | reconstructed | Oracle cuts est. 20-30K to fund $156B AI program - headcount funds capex |
| Physical AI / robotics / humanoids | 2026-04-06 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| World models / spatial AI | 2026-04-06 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| Agent infrastructure | 2026-04-13 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| AI coding / agentic dev tools | 2026-04-13 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| AI + healthcare/bio | 2026-04-13 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| Crypto | 2026-04-13 | declining | -2 · declining | — (monthly only) | reconstructed | — |
| Datacenter power & electrical infrastructure | 2026-04-13 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| Defense tech | 2026-04-13 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Frontier AI labs / foundation models | 2026-04-13 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| Horizontal SaaS | 2026-04-13 | declining | -2 · declining | — (monthly only) | reconstructed | — |
| Physical AI / robotics / humanoids | 2026-04-13 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| World models / spatial AI | 2026-04-13 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| Agent infrastructure | 2026-04-20 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| AI coding / agentic dev tools | 2026-04-20 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| AI + healthcare/bio | 2026-04-20 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| Crypto | 2026-04-20 | declining | -2 · declining | — (monthly only) | reconstructed | — |
| Datacenter power & electrical infrastructure | 2026-04-20 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| Defense tech | 2026-04-20 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Frontier AI labs / foundation models | 2026-04-20 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| Horizontal SaaS | 2026-04-20 | declining | -2 · declining | — (monthly only) | reconstructed | — |
| Physical AI / robotics / humanoids | 2026-04-20 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| World models / spatial AI | 2026-04-20 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| Agent infrastructure | 2026-04-27 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| AI coding / agentic dev tools | 2026-04-27 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| AI + healthcare/bio | 2026-04-27 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| Crypto | 2026-04-27 | declining | -2 · declining | — (monthly only) | reconstructed | — |
| Datacenter power & electrical infrastructure | 2026-04-27 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| Defense tech | 2026-04-27 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Frontier AI labs / foundation models | 2026-04-27 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| Horizontal SaaS | 2026-04-27 | declining | -2 · declining | — (monthly only) | reconstructed | — |
| Physical AI / robotics / humanoids | 2026-04-27 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | Bezos's Project Prometheus closes ~$10B at $38B |
| World models / spatial AI | 2026-04-27 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| Agent infrastructure | 2026-05-04 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| AI coding / agentic dev tools | 2026-05-04 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| AI + healthcare/bio | 2026-05-04 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| Crypto | 2026-05-04 | declining | -2 · declining | — (monthly only) | reconstructed | — |
| Datacenter power & electrical infrastructure | 2026-05-04 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Defense tech | 2026-05-04 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| Frontier AI labs / foundation models | 2026-05-04 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Horizontal SaaS | 2026-05-04 | declining | -2 · declining | — (monthly only) | reconstructed | — |
| Physical AI / robotics / humanoids | 2026-05-04 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| World models / spatial AI | 2026-05-04 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| Agent infrastructure | 2026-05-11 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| AI coding / agentic dev tools | 2026-05-11 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| AI + healthcare/bio | 2026-05-11 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| Crypto | 2026-05-11 | declining | -2 · declining | — (monthly only) | reconstructed | — |
| Datacenter power & electrical infrastructure | 2026-05-11 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Defense tech | 2026-05-11 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| Frontier AI labs / foundation models | 2026-05-11 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Horizontal SaaS | 2026-05-11 | declining | -2 · declining | — (monthly only) | reconstructed | — |
| Physical AI / robotics / humanoids | 2026-05-11 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| World models / spatial AI | 2026-05-11 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| Agent infrastructure | 2026-05-18 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| AI coding / agentic dev tools | 2026-05-18 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| AI + healthcare/bio | 2026-05-18 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| Crypto | 2026-05-18 | declining | -2 · declining | — (monthly only) | reconstructed | — |
| Datacenter power & electrical infrastructure | 2026-05-18 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Defense tech | 2026-05-18 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | Anduril $5B at $61B (~2x in a year) |
| Frontier AI labs / foundation models | 2026-05-18 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | xAI/SpaceXAI has shed 50+ researchers since Feb merger (lab-specific) |
| Horizontal SaaS | 2026-05-18 | declining | -2 · declining | — (monthly only) | reconstructed | — |
| Physical AI / robotics / humanoids | 2026-05-18 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| World models / spatial AI | 2026-05-18 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| Agent infrastructure | 2026-05-25 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| AI coding / agentic dev tools | 2026-05-25 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | Cursor hits $3B ARR; ~3,000 customers at $100K+ |
| AI + healthcare/bio | 2026-05-25 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| Crypto | 2026-05-25 | declining | -2 · declining | — (monthly only) | reconstructed | — |
| Datacenter power & electrical infrastructure | 2026-05-25 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Defense tech | 2026-05-25 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| Frontier AI labs / foundation models | 2026-05-25 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Horizontal SaaS | 2026-05-25 | declining | -2 · declining | — (monthly only) | reconstructed | — |
| Physical AI / robotics / humanoids | 2026-05-25 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| World models / spatial AI | 2026-05-25 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| Agent infrastructure | 2026-06-01 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| AI coding / agentic dev tools | 2026-06-01 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| AI + healthcare/bio | 2026-06-01 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Crypto | 2026-06-01 | declining | -2 · declining | — (monthly only) | reconstructed | — |
| Datacenter power & electrical infrastructure | 2026-06-01 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Defense tech | 2026-06-01 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| Frontier AI labs / foundation models | 2026-06-01 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | Anthropic $65B at $965B, then files confidential S-1 (Jun 1) |
| Horizontal SaaS | 2026-06-01 | declining | -2 · declining | — (monthly only) | reconstructed | — |
| Physical AI / robotics / humanoids | 2026-06-01 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| World models / spatial AI | 2026-06-01 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Agent infrastructure | 2026-06-08 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | YC S26 = agent-infra cluster; Supabase $500M at $10.5B |
| AI coding / agentic dev tools | 2026-06-08 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| AI + healthcare/bio | 2026-06-08 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Crypto | 2026-06-08 | declining | -2 · declining | — (monthly only) | reconstructed | — |
| Datacenter power & electrical infrastructure | 2026-06-08 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Defense tech | 2026-06-08 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| Frontier AI labs / foundation models | 2026-06-08 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| Horizontal SaaS | 2026-06-08 | declining | -2 · declining | — (monthly only) | reconstructed | — |
| Physical AI / robotics / humanoids | 2026-06-08 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| World models / spatial AI | 2026-06-08 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Agent infrastructure | 2026-06-15 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| AI coding / agentic dev tools | 2026-06-15 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| AI + healthcare/bio | 2026-06-15 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Crypto | 2026-06-15 | declining | -2 · declining | — (monthly only) | reconstructed | — |
| Datacenter power & electrical infrastructure | 2026-06-15 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Defense tech | 2026-06-15 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| Frontier AI labs / foundation models | 2026-06-15 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| Horizontal SaaS | 2026-06-15 | declining | -2 · declining | — (monthly only) | reconstructed | — |
| Physical AI / robotics / humanoids | 2026-06-15 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| World models / spatial AI | 2026-06-15 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Agent infrastructure | 2026-06-22 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| AI coding / agentic dev tools | 2026-06-22 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | SpaceX to acquire Cursor for $60B - largest startup acquisition ever |
| AI + healthcare/bio | 2026-06-22 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Crypto | 2026-06-22 | declining | -2 · declining | — (monthly only) | reconstructed | — |
| Datacenter power & electrical infrastructure | 2026-06-22 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Defense tech | 2026-06-22 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| Frontier AI labs / foundation models | 2026-06-22 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| Horizontal SaaS | 2026-06-22 | declining | -2 · declining | — (monthly only) | reconstructed | — |
| Physical AI / robotics / humanoids | 2026-06-22 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| World models / spatial AI | 2026-06-22 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Agent infrastructure | 2026-06-29 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| AI coding / agentic dev tools | 2026-06-29 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| AI + healthcare/bio | 2026-06-29 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Crypto | 2026-06-29 | declining | -2 · declining | — (monthly only) | reconstructed | — |
| Datacenter power & electrical infrastructure | 2026-06-29 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Defense tech | 2026-06-29 | steady | 0 · steady | — (monthly only) | reconstructed | — |
| Frontier AI labs / foundation models | 2026-06-29 | accelerating | +2 · strongly accelerating | — (monthly only) | reconstructed | — |
| Horizontal SaaS | 2026-06-29 | declining | -2 · declining | — (monthly only) | reconstructed | Oracle workforce -21K (-13%) in 12 months, AI-attributed |
| Physical AI / robotics / humanoids | 2026-06-29 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| World models / spatial AI | 2026-06-29 | accelerating | +1 · accelerating | — (monthly only) | reconstructed | — |
| Agent infrastructure | 2026-07-04 | accelerating | +1 · accelerating | — (monthly only) | live | — |
| AI coding / agentic dev tools | 2026-07-04 | accelerating | +1 · accelerating | — (monthly only) | live | — |
| AI + healthcare/bio | 2026-07-04 | steady | 0 · steady | — (monthly only) | live | — |
| Crypto | 2026-07-04 | declining | -2 · declining | — (monthly only) | live | — |
| Datacenter power & electrical infrastructure | 2026-07-04 | accelerating | +2 · strongly accelerating | — (monthly only) | live | — |
| Defense tech | 2026-07-04 | accelerating | +1 · accelerating | — (monthly only) | live | — |
| Frontier AI labs / foundation models | 2026-07-04 | accelerating | +2 · strongly accelerating | — (monthly only) | live | — |
| Horizontal SaaS | 2026-07-04 | cooling | -1 · cooling | — (monthly only) | live | — |
| Physical AI / robotics / humanoids | 2026-07-04 | accelerating | +1 · accelerating | — (monthly only) | live | — |
| World models / spatial AI | 2026-07-04 | accelerating | +1 · accelerating | — (monthly only) | live | — |
| Agent infrastructure | 2026-07-06 | accelerating | +1 · accelerating | — (monthly only) | live | — |
| AI coding / agentic dev tools | 2026-07-06 | accelerating | +1 · accelerating | — (monthly only) | live | — |
| AI + healthcare/bio | 2026-07-06 | steady | 0 · steady | — (monthly only) | live | — |
| Crypto | 2026-07-06 | declining | -2 · declining | — (monthly only) | live | — |
| Datacenter power & electrical infrastructure | 2026-07-06 | accelerating | +2 · strongly accelerating | — (monthly only) | live | — |
| Defense tech | 2026-07-06 | accelerating | +1 · accelerating | — (monthly only) | live | — |
| Frontier AI labs / foundation models | 2026-07-06 | accelerating | +2 · strongly accelerating | — (monthly only) | live | — |
| Horizontal SaaS | 2026-07-06 | cooling | -1 · cooling | — (monthly only) | live | — |
| Physical AI / robotics / humanoids | 2026-07-06 | accelerating | +1 · accelerating | — (monthly only) | live | — |
| World models / spatial AI | 2026-07-06 | accelerating | +1 · accelerating | — (monthly only) | live | — |
| Agent infrastructure | 2026-07-13 | accelerating | +1 · accelerating | — (monthly only) | live | — |
| AI coding / agentic dev tools | 2026-07-13 | accelerating | +1 · accelerating | — (monthly only) | live | — |
| AI + healthcare/bio | 2026-07-13 | steady | 0 · steady | — (monthly only) | live | — |
| Crypto | 2026-07-13 | declining | -2 · declining | — (monthly only) | live | — |
| Datacenter power & electrical infrastructure | 2026-07-13 | accelerating | +2 · strongly accelerating | — (monthly only) | live | — |
| Defense tech | 2026-07-13 | accelerating | +1 · accelerating | — (monthly only) | live | — |
| Frontier AI labs / foundation models | 2026-07-13 | accelerating | +2 · strongly accelerating | — (monthly only) | live | — |
| Horizontal SaaS | 2026-07-13 | cooling | -1 · cooling | — (monthly only) | live | — |
| Physical AI / robotics / humanoids | 2026-07-13 | accelerating | +1 · accelerating | — (monthly only) | live | — |
| World models / spatial AI | 2026-07-13 | accelerating | +1 · accelerating | — (monthly only) | live | — |
| Agent infrastructure | 2026-07-20 | accelerating | +1 · accelerating | — (monthly only) | live | — |
| AI coding / agentic dev tools | 2026-07-20 | accelerating | +1 · accelerating | — (monthly only) | live | — |
| AI + healthcare/bio | 2026-07-20 | steady | 0 · steady | — (monthly only) | live | — |
| Crypto | 2026-07-20 | declining | -2 · declining | — (monthly only) | live | — |
| Datacenter power & electrical infrastructure | 2026-07-20 | accelerating | +2 · strongly accelerating | — (monthly only) | live | — |
| Defense tech | 2026-07-20 | accelerating | +1 · accelerating | — (monthly only) | live | — |
| Frontier AI labs / foundation models | 2026-07-20 | accelerating | +2 · strongly accelerating | — (monthly only) | live | — |
| Horizontal SaaS | 2026-07-20 | cooling | -1 · cooling | — (monthly only) | live | — |
| Physical AI / robotics / humanoids | 2026-07-20 | accelerating | +1 · accelerating | — (monthly only) | live | — |
| World models / spatial AI | 2026-07-20 | accelerating | +1 · accelerating | — (monthly only) | live | — |
| Agent infrastructure | 2026-07-27 | accelerating | +1 · accelerating | — (monthly only) | live | — |
| AI coding / agentic dev tools | 2026-07-27 | accelerating | +1 · accelerating | — (monthly only) | live | — |
| AI + healthcare/bio | 2026-07-27 | steady | 0 · steady | — (monthly only) | live | — |
| Crypto | 2026-07-27 | declining | -2 · declining | — (monthly only) | live | — |
| Datacenter power & electrical infrastructure | 2026-07-27 | accelerating | +2 · strongly accelerating | — (monthly only) | live | Alphabet raises FY26 capex to $195-205B; cloud backlog $514B |
| Defense tech | 2026-07-27 | accelerating | +1 · accelerating | — (monthly only) | live | — |
| Frontier AI labs / foundation models | 2026-07-27 | accelerating | +2 · strongly accelerating | — (monthly only) | live | Anthropic 391 open roles: Sales 85 > Research 76 - commercialization mix shift |
| Horizontal SaaS | 2026-07-27 | cooling | -1 · cooling | — (monthly only) | live | — |
| Physical AI / robotics / humanoids | 2026-07-27 | accelerating | +1 · accelerating | — (monthly only) | live | — |
| World models / spatial AI | 2026-07-27 | accelerating | +1 · accelerating | — (monthly only) | live | — |
| Agent infrastructure | 2026-08-03 | accelerating | +1 · accelerating | — (monthly only) | live | No delta this week (2-day window since monthly). |
| AI coding / agentic dev tools | 2026-08-03 | steady | 0 · steady | — (monthly only) | live | No delta this week (2-day window since monthly). |
| AI + healthcare/bio | 2026-08-03 | accelerating | +1 · accelerating | — (monthly only) | live | No delta this week (2-day window since monthly). |
| Crypto | 2026-08-03 | declining | -2 · declining | — (monthly only) | live | No delta this week (2-day window since monthly). |
| Datacenter power & electrical infrastructure | 2026-08-03 | accelerating | +2 · strongly accelerating | — (monthly only) | live | Capex punishment now observed, not theoretical: GOOGL -7.22% trailing week (extends -5% Jul 22) while capex-light AAPL (June-qtr capex $3.46B, ~1.8% of rev vs GOOGL ~37.5%) trades at highs. Supply-side response logged: commercial electrical apprenticeship applications +70% (2022->2024), ~60% of Gen Z open to trades; 4-5yr apprenticeships do not threaten the 1-3yr window. |
| Defense tech | 2026-08-03 | steady | 0 · steady | — (monthly only) | live | Counter-datapoint to our own 8->7 cut: global defense-tech ~$12.3B raised YTD, ~2x same period 2025; defense-tech job openings +20% YoY, wages +8%. Not contradictory to PitchBook -24% QoQ (different bases) but argues the cut was at the harsh end. Hold 7; revisit September. |
| Frontier AI labs / foundation models | 2026-08-03 | accelerating | +2 · strongly accelerating | — (monthly only) | live | OpenAI still targeting 4,500->8,000 headcount by year-end. Anthropic public S-1 possible August-September; Oct 23 IPO target intact - filing will be the richest headcount/R&D/comp dataset of the year. |
| Horizontal SaaS | 2026-08-03 | declining | -2 · declining | — (monthly only) | live | Layoff trackers frozen at 322 events / 205,832 YTD (third unchanged reading - treat SkillSyncer as stale, not decelerating). Independent August events exist: Groupon ~400 (25% of staff), Informatica, Snap, Expedia, Cisco. |
| Nuclear & firm power for AI datacenters | 2026-08-03 | accelerating | +1 · accelerating | — (monthly only) | live | No delta this week (2-day window since monthly). |
| Physical AI / robotics / humanoids | 2026-08-03 | accelerating | +2 · strongly accelerating | — (monthly only) | live | Physical Intelligence in talks for ~$1B Series C at >$11B (vs $5.6B Nov 2025). 2026 humanoid/physical-AI funding $8.6B YTD = 1.8x all of 2025. Supports robotics at 9. |
| Semiconductor fab workforce | 2026-08-03 | accelerating | +1 · accelerating | — (monthly only) | live | No delta this week (2-day window since monthly). |
| World models / spatial AI | 2026-08-03 | accelerating | +1 · accelerating | — (monthly only) | live | No delta this week (2-day window since monthly). |
Weeks before Jul 4, 2026 are retrospective reconstructions of the record and must not be used to backtest signal predictiveness. Per-week evidence text and source links are available in the app.
The Kill-Switch Strip — four scares, zero trips
Four conditions that would falsify the thesis, tracked continuously. None has tripped. Three came close enough to annotate.
as of Aug 3, 2026
✓ clear ⚠ watch ✕ tripped— never reached near-miss event backfilled span
| Lane | Date | Status | Event |
|---|---|---|---|
| Hyperscaler capex cuts | 2025-11-10 | watch | Burry puts vs NVDA/PLTR; OpenAI 'backstop' flap |
| Hyperscaler capex cuts | 2025-12-15 | watch | Oracle -11% on capex-heavy print |
| Hyperscaler capex cuts | 2025-12-29 | watch | Broadcom ~15% below pre-earnings on AI-margin fears |
| Hyperscaler capex cuts | 2026-05-04 | watch | Investor 'flinch' at Meta $145B raise (Apr 29 prints) |
| Hyperscaler capex cuts | 2026-08-03 | watch | First week of confirming price action: GOOGL -7.22% trailing week vs capex-light AAPL at highs; trip still requires a board-level FY27 walk-back - Q3 prints (Oct) decide |
| Defense-tech down rounds | 2026-07-27 | watch | Q2 breadth cooling: $15.0B/164 deals vs Q1 $19.8B/262 - froth watch (still zero down rounds) |
| Defense-tech down rounds | 2026-08-03 | clear | Anduril $100B still in talks, not closed |
| AI-lab hiring deceleration | 2026-05-18 | watch | xAI/SpaceXAI sheds 50+ researchers since Feb merger (lab-specific, not systemic) |
| AI-lab hiring deceleration | 2026-08-03 | clear | OpenAI still targeting 4,500->8,000 headcount by year-end |
| Software hiring broadening | 2026-02-09 | watch | HN Feb thread rebound vs Jan (one month = noise) |
| Software hiring broadening | 2026-07-27 | watch | Barbell weaker: SWE postings index -25% and rebounding (not -33-36%) |
| Software hiring broadening | 2026-08-03 | clear | Indeed SWE index last read 75.48 (Jul 24); no fresher print |
Four more views, in the app
The Edge Map, the validation chart, the Capital Tape and the Talent River.
Plus per-week evidence text and every source URL behind it. Free account, no card.
One email a week. The scan, not a newsletter.
Explore the full research in the app → Methodology
Each Monday scan reads three independent streams and files a directional call per sector. Nothing here is a model output; every cell traces to a dated, linkable source.
Stream 01
Talent
Layoff filings, named departures, poaching events, public developer-activity indices and job-posting counts. Movement, not headcount totals.
Stream 02
Capital
Every disclosed round of $100M or more, tagged to sector and cross-checked against the filing or the primary announcement.
Stream 03
Demand
Postings, hiring-index prints and capex guidance — the demand side that tells us whether talent movement is pull or push.
Backfill disclosure
The record begins November 3, 2025, but continuous live scanning began Jul 4, 2026. Everything before that date was reconstructed retrospectively from dated primary sources. Reconstructed weeks are drawn at reduced saturation inside a labelled provenance band in every view on this page. Reconstructed scans must not be used to backtest signal predictiveness — they were assembled with knowledge of what followed.
Signal research only — not financial advice.
Nexus Alert publishes research on talent and capital movement. Nothing here is a
recommendation to buy or sell any security. Data as of Aug 3, 2026.
live API · built Aug 3, 2026