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moneyChainfir Research · Oct 17, 2026

The agent economy crossed the revenue line: $2.9B in verified ARR

Chainfir Research (citing an EigenCloud analysis) tallies roughly $2.9 billion in combined annual recurring revenue across agent products with verifiable pricing: Cursor crossed $2B ARR, legal agent Harvey reached $195M, Sierra surpassed $150M, and Replit's agent scaled to ~$150M. The takeaway for builders: the money is in developer tools and customer service — categories where work is digital and measurable — and every winner sells a tool, not a tutorial.

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