Zeitgeist #8Saturday, September 19, 2026
Underlying Desire
At the core, this trend is about delegation without losing control. Companies want the productivity of hiring a tireless junior operator who never sleeps, never gets bored, and can move fast, but they also want reassurance that nothing important will get broken, leaked, or incorrectly approved. On the human side, it is the oldest business desire there is: do more with fewer people, while preserving status, trust, and accountability.
Key Evidence
McKinsey's 2026 State of AI survey says 44% of respondents report AI is scaling across their enterprise, up from 38% a year earlier, according to McKinsey. About 20% say they have reached the scaling phase for AI agents, and a similar share say the same for software coding agents, according to McKinsey. McKinsey also found 32% of respondents declined to buy at least one software product because they could build the functionality in-house with agentic coding tools, a direct sign that buying behavior is changing.
Why Now
The market has crossed from experimentation to operational use: enterprises are no longer just testing models in isolated pilots, they are wiring them into repeatable workflows, according to McKinsey. At the same time, better frontier models and coding agents have made internal build-versus-buy calculations much sharper, which creates pressure for vendors to prove they can offer control, governance, and measurable ROI, not just raw model access.
AI platform for legal and professional services teams that automates research, drafting, review, and multi-step legal workflows.
Outcome: Founded in 2022, Harvey reported more than $100M ARR in August 2025, raised $300M in February 2025, $200M in March 2026, and $550M in September 2026. It also said it had 1,000+ customers in 60 countries and over 25,000 custom agents running on the platform. ([harvey.ai](https://www.harvey.ai/blog/author/winston-weinberg?utm_source=openai))
Customer-facing AI agent platform that handles support, sales, and retention workflows for large enterprises.
Outcome: Sierra launched in February 2024, hit $100M ARR in 7 quarters, and raised $350M in September 2025 and $950M in May 2026, giving it more than $1B in capital to keep scaling. The company says it has hundreds of customers and cites enterprise deployments such as Singtel, CarMax, SoFi, and Wayfair. ([sierra.ai](https://sierra.ai/blog/100m-arr?utm_source=openai))
A control plane for enterprises deploying AI agents across internal workflows. It would sit between the model and the business systems, handling permissions, approval thresholds, audit logs, redaction, and policy enforcement for actions like sending emails, modifying CRM records, creating tickets, or generating code. The best customers are mid-market and enterprise teams that want to ship agents fast but need legal, security, and operations teams to sign off first. It works because the bottleneck is shifting from model quality to trust, governance, and observability.
A review and QA layer for agentic workflows, especially for software teams using coding agents. The product would automatically sample agent actions, flag risky code changes, compare outputs against policy, and route uncertain cases to human reviewers. Target customers are engineering orgs, internal platform teams, and AI product teams that are already using agents but do not have a clean way to measure failure rates, approval latency, or task completion quality. It would sell because as agent usage rises, leadership will demand the same kind of controls they already expect from CI/CD and incident management.
Underlying Desire
At the deepest level, this trend is driven by the human need for trust under uncertainty. Companies want to use powerful AI without feeling like they are one regulator, one customer lawsuit, or one embarrassing model failure away from disaster. Buyers want proof that someone, somewhere, is accountable, and operators want a way to sleep at night knowing the machine is doing useful work without drifting into chaos.
Key Evidence
The EU AI Act’s enforcement powers for the AI Office and national authorities apply from 2 August 2026, according to the European Commission. In June 2026, the Commission appointed a Scientific Panel and Advisory Forum to support enforcement, according to the European Commission, which signals active supervision. The AI Omnibus entered into force on 27 July 2026, adding clarity on testing and compliance simplification for smaller firms, per the European Commission.
Why Now
What changed is not just the law, but the operating environment around it. Enforcement is now scheduled, expert oversight bodies are in place, and the Commission has started simplifying parts of the regime, which makes implementation decisions easier to justify internally. That combination turns compliance from “wait and see” into “buy and build now.”
AI governance platform that automates oversight, risk management, and compliance for AI and AI agents. ([crunchbase.com](https://www.crunchbase.com/organization/credo-ai?utm_source=openai))
Outcome: Raised a $12.8 million Series A in May 2022 and a $21 million round in July 2024, for about $39.3 million total funding. ([prnewswire.com](https://www.prnewswire.com/news-releases/credo-ai-closes-12-8-million-series-a-funding-round-led-by-sands-capital-301548311.html?utm_source=openai))
Model governance software for regulated companies that need to prove how AI systems are controlled, monitored, and compliant. ([monitaur.ai](https://www.monitaur.ai/press-releases/monitaur-the-leading-model-governance-platform-for-highly-regulated-industries-raises-series-a?utm_source=openai))
Outcome: Raised a $6 million Series A in May 2024, and the company says it has built its platform for highly regulated enterprises. ([monitaur.ai](https://www.monitaur.ai/press-releases/monitaur-the-leading-model-governance-platform-for-highly-regulated-industries-raises-series-a?utm_source=openai))
AuditPilot is a lightweight tool for startups and SMBs that need to answer AI compliance questionnaires from customers, regulators, and procurement teams without hiring a full compliance staff. It ingests model documentation, policies, tests, and vendor data, then assembles standardized compliance packets and gap reports. This works because smaller firms are being pulled into compliance by customers even when they do not have dedicated legal ops resources.
ActTrace is a compliance workflow SaaS for companies deploying AI in Europe. It automatically maps each model, vendor, use case, and internal owner to the relevant EU AI Act obligations, then generates the evidence trail needed for audits, customer questionnaires, and internal sign-off. It would work because most teams do not need another legal memo, they need a living control plane that turns policy into tasks, reminders, attestations, and exportable proof.
Underlying Desire
Underneath the fraud panic is a very old human need: certainty about who you are dealing with. People want to believe that a face, a voice, a document, or a login still means something. As AI makes identity cheap to fake, users and businesses both start craving proof, validation, and a trusted gatekeeper that can separate real relationships from engineered deception.
Key Evidence
The FTC says people reported losing $3.5 billion to imposter scams in 2025, showing how expensive trust failure has become. LexisNexis says 1 in every 100 identity check failures involves a deepfake document, image, or liveness video, and Entrust reports a 40% year-over-year surge in injection attacks. Citi’s 2026 report says identity verification must become continuous and multi-layered, not a one-time onboarding step.
Why Now
Generative AI has collapsed the cost and quality barrier for fake faces, voices, and documents. That means the verification tools built for static documents and simple selfies are getting bypassed in real time. At the same time, fraud teams have finally accepted that one-time onboarding checks are outdated. The shift to continuous verification opens a new product category for companies that can monitor identity risk across the full customer lifecycle.
Deepfake detection platform that identifies synthetic voice, video, image, and text content for enterprises, governments, and critical infrastructure. ([realitydefender.com](https://www.realitydefender.com/company?utm_source=openai))
Outcome: Raised a $15 million Series A in 2023, then expanded that round to $33 million in 2024. In 2025 it announced strategic investments from BNY, Samsung Next, and Fusion Fund, and its platform is deployed across multiple enterprise verticals and government customers. ([realitydefender.com](https://www.realitydefender.com/insights/the-future-of-reality-defender?utm_source=openai))
Cybersecurity company that verifies digital media and detects deepfake fraud across audio, video, and images. ([getrealsecurity.com](https://www.getrealsecurity.com/about-us?utm_source=openai))
Outcome: Raised $17.5 million in Series A funding, led by Forgepoint Capital, and has public customer references including Visa and John Deere. In 2026 it launched continuous identity verification inside its flagship product, showing product expansion beyond point-in-time deepfake detection. ([getrealsecurity.com](https://www.getrealsecurity.com/resources/has-getreal-cracked-the-code-on-ai-deepfakes-18m-and-an-impressive-client-list-says-yes?utm_source=openai))
A real-time identity risk engine for fintechs, marketplaces, and SaaS platforms that monitors sessions, documents, devices, and behavioral signals after onboarding. Instead of a single verification event, it continuously scores trust and triggers step-up checks only when risk rises. It would work because most companies already have fragmented fraud tools, but very few have a unified system that decides when to block, challenge, or route to human review.
A reviewer workflow tool for fraud and compliance teams that bundles deepfake detection, case management, evidence capture, and decision logging into one console. It targets teams drowning in manual review queues, especially in lending, payments, and gig platforms where verification speed affects conversion. It would work because many teams do not need another model, they need faster decisions, cleaner audits, and fewer false positives.
Underlying Desire
At the deepest level, this trend is about control and identity. People do not just want to lose weight, they want to feel that their body is becoming legible again, that daily choices around food, routine, and appearance are under their control, and that the changes do not create chaos at home. GLP-1s make the body change faster than habits usually do, so the real desire is for tools that reduce friction, reassure the user, and help other people around them adapt without judgment.
Key Evidence
Gallup found 11% of U.S. adults currently use GLP-1 medications for weight loss in 2026, up from 3% in 2024, showing rapid mainstream adoption. PwC’s 2026 research says 73% of current users report a meaningful change in clothing size, and users want integrated support across medication management, nutrition, fitness, and mental health. BCG says GLP-1 behavior changes extend beyond the user to households, expanding the software opportunity beyond the patient into family planning, shopping, and coaching.
Why Now
The adoption curve just crossed from niche to mainstream: Gallup’s jump from 3% to 11% in two years means the market is large enough to sustain dedicated software. At the same time, the pain has broadened from medication adherence into household logistics, which is exactly when general-purpose apps stop working and specialized products can win. The economics also force attention. ASHP says U.S. prescription drug spending is headed toward $1 trillion in 2026, with weight-loss drugs a major driver, so this is not a fad layered on top of the health system, it is becoming part of the system's core spend and behavior stack.
A consumer weight management app that pairs coaching, behavior change, and GLP-1 access and tracking in one product. ([noom.com](https://www.noom.com/blog/geoff-cook-joins-noom-as-chief-executive-officer/?utm_source=openai))
Outcome: Noom raised $58 million in a 2019 financing round led by Sequoia Capital, and in 2026 it reported analyses from 14,203 GLP-1Rx members plus a 43.6% D30 engagement rate for its December 2025 microdose cohort. ([prnewswire.com](https://www.prnewswire.com/news-releases/wellness-company-noom-raises-58-million-led-by-sequoia-capital-to-grow-its-team-and-improve-its-consumer-offering-300843657.html?utm_source=openai))
A nutrition tracking and weight management app that now offers a GLP-1 companion experience for users on Ozempic, Wegovy, and Mounjaro. ([mynetdiary.com](https://www.mynetdiary.com/about.html?utm_source=openai))
Outcome: MyNetDiary says it has 32 million users and in May 2026 launched GLP-1 Companion within its Premium tier, giving it an immediate installed base to monetize this new behavior category. ([mynetdiary.com](https://www.mynetdiary.com/about.html?utm_source=openai))
Novo Nest is a household planning SaaS for families where one or more members are taking GLP-1 medications. It helps coordinate weekly meals, grocery lists, portion changes, medication timing, and shared goals so the rest of the household can adapt without turning every dinner into a negotiation. This would work because GLP-1 adoption is creating a new kind of household workflow problem, and existing fitness or nutrition apps are too individual, too generic, and too disconnected from real family behavior.
Dose Loop is a GLP-1 companion platform for users and clinicians that combines adherence tracking, side effect logging, meal suggestions, and behavioral nudges in one interface. The product would target consumers who want a simpler daily system and care teams that need better visibility into what is actually happening between visits. It works because the GLP-1 user base is growing quickly, but the software around the medication experience is still fragmented, forcing people to stitch together notes, calendars, and generic wellness apps.
Underlying Desire
At a deeper level, this trend is about trust under pressure. Buyers, regulators, and users all want the same thing: proof that the software they depend on will not become a liability the moment something goes wrong. Founders are not just selling compliance, they are selling reassurance, control, and the ability to keep moving fast without gambling the company on invisible risk.
Key Evidence
The European Commission says the Cyber Resilience Act’s reporting obligations started on 11 September 2026, making product security compliance an active deadline. It also says the CRA’s full application begins in December 2027, while implementation guidance and standards are already being rolled out in 2026. The Commission further states the law covers suppliers of hardware products and software developers, which broadens the addressable market far beyond legacy security vendors.
Why Now
What changed is the legal clock: reporting obligations are live now, so teams can no longer wait for the final application date to start building processes. At the same time, the market still lacks mature tooling that translates CRA requirements into developer-native workflows, which creates a short but valuable window for new products.
Developer-first security platform for code, cloud, runtime, and AI pentesting.
Outcome: Founded in 2022, Aikido says it has raised $85M, protects 100,000+ teams, and counts customers such as Revolut, SoundCloud, Niantic, and the Premier League. ([aikido.dev](https://www.aikido.dev/press-kit?utm_source=openai))
Application security platform that prioritizes exploitable risk across the software lifecycle.
Outcome: OX says it was founded in 2021, raised $60M in May 2025 for $94M total funding, and serves 200+ customers. ([ox.security](https://www.ox.security/blog/why-ox-security-raised-60m-to-help-you-focus-on-the-5-of-risks-that-matter/?utm_source=openai))
CRA ReleaseOps is a developer compliance platform for software teams shipping into the EU that turns product security obligations into part of the release pipeline. It would automatically generate SBOMs, collect vulnerability handling evidence, track secure-by-design tasks, and package audit-ready reports for legal and security teams. It would work because founders do not want another portal to fill out, they want compliance artifacts created as a side effect of normal engineering work.
SBOM Ledger is a lightweight evidence and reporting tool for startups and mid-market vendors that need to prove what is in their software and how they responded when issues were found. It would ingest build outputs, dependency data, security tickets, and incident notes, then produce a tamper-resistant history of compliance evidence tied to each release. It would win because many teams can create an SBOM, but far fewer can maintain a living record across the entire product lifecycle.
Underlying Desire
At the core, this trend is about legitimacy and control. Companies want to prove they are trustworthy to regulators, investors, lenders, and customers, without turning sustainability reporting into an expensive internal religion. Buyers are not just chasing compliance, they are trying to reduce uncertainty, protect access to capital, and avoid the embarrassment of being caught unprepared when a stakeholder asks for proof.
Key Evidence
In February 2026, the Council of the EU signed off on simplification of CSRD and CS3D, but kept reporting obligations for large companies in place, according to the Council of the EU. The European Commission’s CSRD page shows multiple implementing acts and FAQs updated in 2026, a strong signal that the reporting framework is still changing, according to the European Commission. In May 2026, the SEC proposed rescinding its climate disclosure rules, but that does not eliminate disclosure pressure from the EU, states, lenders, or customers, according to the SEC.
Why Now
The regulatory burden is being simplified, but the operational burden is not. Rules are being rewritten across jurisdictions at the same time, which makes legacy spreadsheets and point solutions fail exactly when companies need flexibility most. That creates a narrow but real market for tools that can adapt reporting workflows faster than the law changes.
Carbon accounting and sustainability reporting software that helps companies measure emissions, collect supplier data, and report for frameworks like CSRD.
Outcome: Greenly says it has over 3,500 customers and a team of 200+ people, and it raised a $52 million Series B in 2024 after a prior $23 million Series A. ([careers.greenly.earth](https://careers.greenly.earth/data-privacy?utm_source=openai))
Carbon management and ESG reporting platform that centralizes sustainability data and supports reporting across the value chain.
Outcome: Sweep says it is trusted by enterprises including Brex, SailPoint, and Wiz, and a Verdantix report says it has raised a total of $100 million and has about 190 employees. ([sweep.io](https://www.sweep.io/about?utm_source=openai))
A compliance workflow platform for mid-market and enterprise finance, legal, and sustainability teams that turns raw operational data into assurance-ready reporting packages. It would connect to ERP, procurement, HR, and energy systems, then trace every reported metric back to source records, approvals, and controls. It works because companies do not need more ESG storytelling, they need fewer manual spreadsheets, cleaner audit trails, and a way to survive shifting rules across the EU, U.S., and customer questionnaires.
A reporting intelligence tool that maps one company’s sustainability data to multiple frameworks, including CSRD, lender requests, customer questionnaires, and internal ESG policies. The product would detect which disclosures overlap, what evidence is missing, and how changes in one jurisdiction affect the rest of the reporting stack. It would sell to companies and advisory firms that are tired of redoing the same work every time a regulator, bank, or buyer changes the format.
Underlying Desire
At the deepest level, this trend is about control under constraint. Operators do not just want more power, they want certainty: the ability to predict capacity, reduce waste, and keep growth from being hostage to a utility bill or a grid delay. For founders, the real product is not electricity management, it is relief from scarcity anxiety.
Key Evidence
Gartner says worldwide data center electricity consumption is projected to rise 26% in 2026, from 104 GW in 2025 to 132 GW in 2026. The U.S. Energy Information Administration says electricity consumed by data center servers will keep increasing, especially in standalone data centers. The Department of Energy’s 2025 update projects U.S. data center energy consumption up 29% from 2025 to 2026 in its reference case.
Why Now
The shift is being driven by a convergence of AI demand and grid reality: compute growth is outpacing power availability in key markets. At the same time, electricity prices, interconnection delays, and capacity constraints are making operators look for software that can defer load, optimize placement, and shave demand charges immediately.
Software that turns AI data centers into flexible grid assets by dynamically adjusting power consumption around grid conditions.
Outcome: Raised $42.5 million total by March 2026, then announced a $150 million Series A at a $1.05 billion valuation in August 2026. Emerald also says its technology is commercially deployed and that it has five global demonstrations complete.
An AI control platform that helps data centers improve energy efficiency, cooling, and operational reliability.
Outcome: Phaidra said in July 2024 that it had raised $12 million in new funding, bringing total capital raised to $60.5 million. The company says it has about 100 employees and was founded by former Google, DeepMind, and Trane engineers.
LoadPilot is a workload scheduling and optimization platform for data center operators, cloud teams, and AI infrastructure providers that automatically shifts non-urgent compute to lower-cost, lower-carbon, or higher-availability time windows. It would work because operators are now forced to treat electricity like a scarce input, not a background utility, and most orchestration stacks were not built to optimize for power as a first-class constraint.
GridMargin is a power procurement and capacity planning tool for CFOs, energy managers, and colo operators that models tariffs, demand charges, interconnection delays, and regional grid constraints in one dashboard. It would work because many operators are making expensive infrastructure decisions with fragmented spreadsheets, and the financial upside of better procurement is immediate and measurable.
Lev turns an idea into the things a company actually runs on: positioning, market and competitive research, a pitch deck, and a go-to-market plan.
Start building for free