DESKS

The companies SOTO covers

• OpenAI (openai.com). Launched always-on dots, agents with their own cloud computers, at DevDay on Sep 29, along with GPT-6.1 Sol, the Agents API with computer use, and a Marketplace for enterprise software. Products: dots, GPT-6 Astra, GPT-6.1 Sol, Agents API (public beta), OpenAI Marketplace, Codex Cloud, ChatGPT Space.
• Anthropic (anthropic.com). Shipped Claude Sonnet 5.5 on Sep 28, a week after Opus 5.5, and opened a Claude Marketplace for partner plugins and agents. A self-set Sep 30 safety-roadmap milestone had no public update as of Sep 28. Products: Claude Sonnet 5.5, Claude Opus 5.5, Claude Fable 5.1, Claude Mythos 5.1, Claude Marketplace, Enterprise Frontier Safeguards.
• Google (google.com). Says Gemini 4 is in post-training, made Gemini 3.8 Live with Live Avatar generally available in Gemini Enterprise, and is bringing Stripe-powered agent checkout into AI Mode and Gemini. Products: Gemini 4 (post-training), Gemini 3.8 Live, Live Avatar, Gemini 3.8 TTS, Antigravity.
• Meta (meta.com). Muse, launched Sep 8, is Meta's largest consumer-AI bet: an agent on its own virtual machine that is gaining avatars, a Mac app and a keychain device. Travel stocks fell after its latest updates. Products: Muse, Muse Spark, Muse Realtime Avatar, Muse Charm, Sentinel.
• Microsoft (microsoft.com). Coverage is thin in this edition. On record: Microsoft's legal organization adopted Harvey, Harvey agents now run inside Word, and Perplexity runs on Azure under a $750M deal. Products: Azure, Foundry, Microsoft Word (Harvey agents).
• NVIDIA (nvidia.com). Agreed to buy Hugging Face for $12.93B on Sep 3, pending regulators, and was reported in August to be weighing a Perplexity investment above $30B. Products: Hugging Face (pending acquisition).
• xAI (x.ai). Grok Bot, an agent on a persistent cloud computer, has been in beta since Aug 11, the first of the three labs to ship one, and is bundled into Cursor's paid plans. Products: Grok, Grok Bot.
• Perplexity (perplexity.ai). S7 comes due on Oct 13: a round at $30B or more must close and be announced. A trade-secret suit filed Sep 25 is open. Products: Perplexity, Comet.
• Cursor (cursor.com). Shipping enterprise controls, staged Rollouts and Security Review, and bundling SpaceXAI's Grok Bot into its paid plans. Products: Cursor, Rollouts, Security Review.
• Vercel (vercel.com). Heads into Ship on Oct 15 with its agent runtime shipping in pieces: Sandbox Drives in beta, memory observability, day-one models on AI Gateway. S6 resolves on what ships there. Products: AI Gateway, Sandbox, Sandbox Drives (beta), Blob, Container Registry, Vercel Connect.
• ElevenLabs (elevenlabs.io). Hired a CFO amid talk of a 2028 IPO and launched Eleven v4. S9 carries an open resolution flag. Products: Eleven v4, Eleven v4 Turbo.
• Harvey (harvey.ai). Raised $50M from Teachers' Venture Growth. Iberdrola and Microsoft's legal organization are on record as customers, and Harvey agents now run inside Word. Products: Harvey agents for Word, Clause benchmarking.
• Stripe (stripe.com). The payment rail under agent commerce: Link pays for Meta's Muse, and the Agentic Commerce Suite reaches Google's AI Mode and Gemini. Products: Agentic Commerce Suite, Link agent wallet, Checkout Studio.
• OpenRouter (openrouter.ai). The routing layer for more than 400 models; weekly volume grew fivefold in six months to 25 trillion tokens (May). No new events in this edition. Products: OpenRouter API.
• Sierra (sierra.ai). Listed on the OpenAI Marketplace and signed Liberty Global for three years across Europe. Sierra is named in S1 and S10 and tracked in S4. Products: Sierra agents, Context Engine.
• Decagon (decagon.ai). Shipped Proactive Agents and a Plaid integration that Plaid co-signed. S3 needs a named financial-services customer by Oct 29. Products: Proactive Agents, Duet, Plaid integration.
• LangChain (langchain.com). Shipped Engine v2, Managed Deep Agents and fine-tuning before Interrupt London on Oct 13. S5 bets that leaves less to unveil. Products: LangSmith, LangGraph, Deep Agents, Managed Deep Agents, LangSmith Fine-Tuning.
• Mercor (mercor.com). Says annualized revenue passed $2B while facing hostile-workplace allegations from contractors. Products: Monty (AI interviewer).
• Supabase (supabase.com). Researchers found about 16,000 Supabase-backed databases exposing data through misconfiguration. Products: Supabase.

SOTO home · Signals · Desks · Method · Record · For agents