Agent Infra 图谱 · 说明About the Agent Infra Map

两条主线（海外独角兽的拆法，默认）

让 Agent 更可控（Runtime、Identity、Evals），让 Agent 能做更多（Search、Payment、Context）。点任意一家公司，看估值、收入、融资和关键数据。

框架照海外独角兽《Agent Infra 赛道更新，一年后为 Agent 设计的基建发展如何？》（2026-08-03）里的图谱；原图只列了公司名，卡片里的数字都是我们另外查证的，每个数字附出处。绿色标题是我们按自己做过的赛道补的新分类，绿色竖条是我们新增的公司。

我们的拆法：眼睛 / 手

把 AI 当成一个干活的人。它要眼睛（查资料、开浏览器）、手（连工具）、工作间（跑代码）、记忆、身份证和钱包。这些零件的用量跟着 AI 干活的次数涨；数据库、托管、前端这些 App 后台，用量只跟着 App 的数量涨。

这套拆法来自我们 agent infra 系列视频（从《下一个 Supabase 在哪？》开始）。公司和数字跟「海外独角兽」那套完全一样，只是换了分组；在图谱「筛选和显示」里的「框架」切换。

框架出处

海外独角兽《Agent Infra 赛道更新，一年后为 Agent 设计的基建发展如何？》，2026-08-03。看原文 →

颜色和图例

• 紫色标题 = 原图分类；紫框公司 = 原图收录。
• 绿色标题 = 我们按自己做过的赛道补的新分类；绿色竖条 = 我们在原图之外新增的公司。
• 切到「眼睛 / 手」时：橙色 = C 层（AI 干活时用的零件），灰蓝 = A / B 层（App 的后台和底座）。
• REV = 收入，VAL = 估值；带下划线的日期（如 25-09）表示这个数字早于 2026-06。
• 「估值柱」显示时，横条长度 = 估值（对数刻度，1000 万到 1000 亿美元）。
• → 表示被谁收购或母公司。

数字口径

• 收入优先用年化（ARR / run-rate），公司自报、媒体估算照原样标出。
• 估值 = 最近一轮投后或报道值，「在谈」= 没交割；筛选里的「估算估值」= 融资额 × 5，只在你选「有估值（含估算）」时算进去。
• 每个数字在公司卡片里附出处，点开卡片能看到链接。
• 不构成投资建议。

Two threads (海外独角兽's cut, default)

Make agents more controllable (Runtime, Identity, Evals) and let agents do more (Search, Payment, Context). Click any company for valuation, revenue, funding and key data.

The framework follows the map in 海外独角兽's "Agent Infra track update" (2026-08-03). The original only listed names; every number on the cards is our own research, each with a source. Green headings are categories we added; green bars are companies we added.

Our cut: eyes / hands

Treat AI as a worker. It needs eyes (research, a browser), hands (tools), a workroom (to run code), memory, an ID and a wallet. Usage of these parts grows with how much work AI does; databases, hosting and frontends grow only with the number of apps.

This cut comes from our agent infra video series (starting with "Where is the next Supabase?"). Same companies and numbers as the 海外独角兽 view, just regrouped; switch under "Framework" in the map's "Filters & display".

Source

海外独角兽, "Agent Infra track update: a year on, how is infrastructure designed for agents developing?", 2026-08-03. Original article →

Colours and legend

• Purple headings = categories in the original map; purple-framed companies = in the original map.
• Green headings = categories we added; green bars = companies we added.
• In the eyes / hands view: orange = layer C (parts AI uses while working), slate blue = layers A / B (app backends and foundations).
• REV = revenue, VAL = valuation; an underlined date (e.g. 25-09) means the figure is older than 2026-06.
• In the valuation-bar display, bar length = valuation (log scale, $10M to $100B).
• → shows the acquirer or parent company.

Method

• Revenue is annualized (ARR / run-rate) where possible, labelled company-reported or media estimate as given.
• Valuation = latest post-money or reported figure; "in talks" = not closed. An estimated valuation (funding × 5) is counted only under the "Has valuation (incl. estimates)" filter.
• Every figure carries a source; open a company card to see the links.
• Not investment advice.