Past 3 days: AI agent dev tools lead with 5 funded plays and 4 launches; India's fintech and climate infrastructure diverge on scale and geography.

P A F C C

Five companies—Portkey (LLMOps for cost control), Aether (background bug-fixing agents), Foolery (Claude agent orchestration), Crit (iOS QA for agents), Claudebin—show sustained momentum. Gap: no unified testing/observability layer for multi-model agent workflows; each solves a narrow slice (routing, execution, QA) but handoff between stages remains fragmented.

PM IS

Statiq (EV charging, $18M growth round) and Pluto Mobility (last-mile EV, $2M seed) both India-based. Statiq's scale ($18M growth) vs. Pluto's early stage ($2M) signals confidence in EV infrastructure. Gap: last-mile delivery EV standardization—no dominant form factor or supply chain emerging yet.

SM

Stable Money's $25M Series C (Peak XV Partners) stands alone in wealth/portfolio category. Gap: no visible competition in this round—suggests either market consolidation or narrow target (B2B wealth platforms vs. direct-to-consumer).

M MD FP

Three unfunded launches: Micasa, Mini-Diarium, Free printable micro. All open-source, global. Gap: monetization path unclear; consumer OSS plays lack recurring revenue models or SaaS transition signals.

Q VR

Q12 (constraint-based 2D drawing) and VectorNest responsive web—both unfunded launches. Gap: design tooling for constraint systems (Figma, Layout.app alternatives) remains greenfield; no clear SaaS winner yet.