An interactive board of every US and European software and AI company that has reached $500M in value — about $28T combined. Rank and filter by value, revenue, headcount, ownership, and era, or explore them all on the map.
The productivity ceiling moved from $4.6M to $17.8M per employee in seven years. Anthropic sits at $160M per employee. IBM at $0.7M. The public column is already repricing in plain sight, and the AI-native cohort has reset what one operator can carry.
Software has moved through eight technological waves over 75 years against a $650B tool-buyer wallet. The ninth, AI, is being priced against a $10 trillion services-and-labor wallet, an order of magnitude larger.
The existing $26 trillion of enterprise software splits across four ownership cohorts. The public cohort works as designed; the PE-held, VC-private, and Acquired cohorts are each broken in a different way.
Which incumbents are losing net-new accounts to AI-native challengers, and where it's happening fastest. Jenkins, GitHub Copilot, and Looker each shed seats in Q2 2026, with GitHub Actions, Cursor, and Hex taking them.
A category-by-category read on where in-house agent builds are out-pacing best-in-class vendor tools, and where the buy side still wins.
An editorial read of the legacy-to-modern paths the registry surfaces most often, with reason codes drawn from deployment narratives across the Airframe corpus.
Every legacy category the registry reads has more vendors now than in the wave before, and none of them consolidated. Code copilots are the category of the quarter, the steepest curve in the index.
A market landscape of AI-native entrants vs. incumbents in Customer Success, with analysis of who's building what and why it matters for CS leaders evaluating their next platform.
A workflow-first evaluation framework for CS leaders comparing AI platforms. Covers 30+ workflows across 8 CS pillars, classifying each as 'same work, faster' vs. 'genuinely new AI-enabled work.'
If there is one area amongst all the AI initiatives where any organization should consider, customer services is a clear place to start.
The productivity ceiling moved from $4.6M to $17.8M per employee in seven years. Boris Cherny ships 20–30 pull requests a day. Anthropic at $160M per employee. IBM at $0.7M. The public column is already repricing in plain sight.
Read Piece 1Piece 2 reads the $26T book by ownership column: public, PE, private, acquired. Piece 3 reads what comes next: the 9th wave, a $5 to 50T services wallet, the $500M threshold losing its signal.
Publishing this summerEvery piece on this page starts at the deployment. 19,000+ tools, 163,000+ organizations, 127,000+ deployment case studies, 12,000+ use cases. Every claim is read off the same cross-company graph, and every figure opens to the records behind it.
A product a finance team would recognize. It has org adoption. It is not a feature, not an internal library, not a research project. Paid, free, and open-source tools all count once they're in production.
Public filings. Vendor disclosures. Interviews the subjects agreed to be cited in. Every claim grounded in the live registry, where every piece links back to the underlying records.
Each tool is read against the ones it actually competes with, in the workflows where it ships. When a team has moved off it, we name what they moved to. So the comparison names the tools you are choosing between.
Most analyst desks read what was sold. Airframe sits one layer down, on the cross-company adoption graph, the record of which tools actually reached production, in which teams, with what return.
Pick a market from our taxonomy or name your own.
The productivity ceiling moved from $4.6M to $17.8M per employee in seven years. Anthropic sits at $160M per employee. IBM at $0.7M. The public column is already repricing in plain sight, and the AI-native cohort has reset what one operator can carry.
Software has moved through eight technological waves over 75 years against a $650B tool-buyer wallet. The ninth, AI, is being priced against a $10 trillion services-and-labor wallet, an order of magnitude larger.
The existing $26 trillion of enterprise software splits across four ownership cohorts. The public cohort works as designed; the PE-held, VC-private, and Acquired cohorts are each broken in a different way.
Which incumbents are losing net-new accounts to AI-native challengers, and where it's happening fastest. Jenkins, GitHub Copilot, and Looker each shed seats in Q2 2026, with GitHub Actions, Cursor, and Hex taking them.
A category-by-category read on where in-house agent builds are out-pacing best-in-class vendor tools, and where the buy side still wins.
An editorial read of the legacy-to-modern paths the registry surfaces most often, with reason codes drawn from deployment narratives across the Airframe corpus.
Every legacy category the registry reads has more vendors now than in the wave before, and none of them consolidated. Code copilots are the category of the quarter, the steepest curve in the index.
A market landscape of AI-native entrants vs. incumbents in Customer Success, with analysis of who's building what and why it matters for CS leaders evaluating their next platform.
A workflow-first evaluation framework for CS leaders comparing AI platforms. Covers 30+ workflows across 8 CS pillars, classifying each as 'same work, faster' vs. 'genuinely new AI-enabled work.'
If there is one area amongst all the AI initiatives where any organization should consider, customer services is a clear place to start.
