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Topic

Computer-use agents

Agents that see, click and type in graphical applications and operating systems rather than only editing text.

Current stories

product3 publishers

Instinct quadruples its valuation to $10 billion while still invite-only

Instinct raised $1 billion at a $10 billion valuation, four times the $2.5 billion it was valued at a month earlier. Its agent runs errands by operating other companies' websites, apps and phone lines, so single-task apps end up serving software that acts for the user.

Perspective Coverage

3 publishers
Builder
Builder 27%
Operator
Operator 35%
Investor
Investor 38%

Reality

Evidence55
Adoption
Insufficient
Hype gap+45
Incentives60
Confidence60
build5 publishers

Runway's Solaris turns every click into conditioning data for the next generated frame

Generating the interface as video instead of rendering it from code is a serious research bet. Runway's own preview still lists legible text and long-session coherence as open problems, which is roughly where ordinary interfaces begin.

Perspective Coverage

5 publishers
Builder
Builder 47%
Operator
Operator 37%
Investor
Investor 16%

Reality

Evidence45
Adoption5
Hype gap+35
Incentives65
Confidence60
leadership3 publishers

AI labs bought tens of thousands of Macs before Apple built a team to sell them

Apple pulled a Mac mini and Mac Studio refresh forward to August 25 to meet buyers that, according to The Information, no engineering, developer relations or enterprise AI function inside the company was assigned to serve.

Perspective Coverage

3 publishers
Builder
Builder 25%
Operator
Operator 28%
Investor
Investor 47%

Reality

Evidence35
Adoption45
Hype gap+30
Incentives45
Confidence40

Earlier coverage

  1. The Project button hands ChatGPT and Claude every file in the folder you point at

    Product · September 8, 2026 · 1 publisher

  2. Nex-AGI's runnable N2.5 tiers ask for two H100s or sixteen H200s

    Build · September 8, 2026 · 1 publisher

  3. Astra cuts the computer-use task from about 75 minutes to 40

    Product · September 3, 2026 · 1 publisher

  4. CoArena licenses the preference labels its free leaderboard generates

    Build · August 29, 2026 · 1 publisher

  5. One boolean on the click step decides whether the agent's browser launches at all

    Build · August 29, 2026 · 1 publisher

  6. Anthropic ships a price dial with its new model, and that is now the buying decision

    Leadership · August 26, 2026 · 1 publisher

  7. Computer use goes GA with a new request shape, and browser automation becomes something you buy

    Build · August 25, 2026 · 1 publisher

  8. A 1MB script that never looks at the screen beats frontier models on computer-use benchmarks

    Build · August 25, 2026 · 1 publisher

  9. Agents That Click: OpenAI Ships Computer Use, And Credential Policy Becomes Your Problem

    Leadership · August 20, 2026 · 1 publisher

  10. Codex learns to click: the coding agent stops typing patches and starts operating the machine

    Build · August 17, 2026 · 1 publisher