Atlas / Track market changes / February 2026

What changed in AI: February 2026

AI Market Atlas · by Pro Pluribus

Market changes

1
  1. Deal
    OpenClaw creator joins OpenAI — The project moves to an independent foundation.

Headlines

14
  • AgentforceSalesforce Q4 FY26: Agentforce ARR hits $800M, up 169 percentSets the growth baseline going into 2026Salesforce ↗
  • PerplexityPerplexity launches Computer, a multi-model super agentIt orchestrates about 19 models for long-running tasks. Computer is Perplexity's move from search into agents and paid usage.Semafor ↗
  • SuperhumanSuperhuman acquires AI spreadsheet startup RowsThe deal strengthens Coda and adds data work to the combined Grammarly, Coda and Superhuman Mail suite.Scroll.media ↗
  • Black Forest LabsBlack Forest Labs quietly becomes one of Europe's most valuable AI startupsIts image models power Meta and Canva behind the scenes. Europe's leading visual-AI lab.Fortune ↗
  • SeedanceByteDance pledges fixes to Seedance 2.0 after copyright claimsThe viral February launch set off the year's biggest fight between AI video and studios.Al Jazeera ↗
  • Doubao · SeedByteDance unveils Doubao Seed 2.0 for complex real-world tasksFour tiers built for large-scale production, the base of ByteDance's 2026 AI pushCaixin Global ↗
  • OpenClawOpenClaw creator Steinberger joins OpenAI; project moves to a foundationOpenAI backs the project while it stays open source under independent foundation governanceTechCrunch ↗
  • MiniMaxMiniMax M2.5 scores 80.2% on SWE-Bench Verified at about $1 an hourSet the benchmark for cheap frontier-level agent models soon after the Hong Kong IPOMedium (Maxime Labonne) ↗
  • RunwayRunway raises $315M at a $5.3B valuation to build world modelsGeneral Atlantic led, with Nvidia and AMD participating. The money funds a push beyond video into world models.TechCrunch ↗
  • Harness CosmosAugment opens its semantic context engine to any agent via MCPIts codebase-context engine becomes infrastructure that other agents can useSiliconANGLE ↗
  • ElevenLabsElevenLabs raises $500M from Sequoia at an $11B valuationThe leading independent voice AI company is now valued alongside frontier-lab-adjacent players.TechCrunch ↗
  • v0Vercel ships new v0 with end-to-end agentic workflowsUpgrade for its 4M+ user base as Vercel declares 2026 the year of agentsVercel blog ↗
  • SuperhumanSuperhuman Go adds partner agents from Box, Gamma and WaygroundThe growing third-party agent ecosystem is at the centre of Superhuman's post-rebrand strategy.Superhuman (Grammarly blog) ↗
  • KlingKuaishou launches the Kling AI 3.0 model seriesFully multimodal input and output across text, image, audio and video keeps Kling near the top of video leaderboards.Kuaishou IR ↗

Compiled from public sources by Pro Pluribus; updated 16 Oct 2026. General information, not advice. Company names and logos belong to their owners and are used to identify them, without affiliation or endorsement. Terms