> daily_signal(2026_04_26)

Capital just bought the agent layer | PickBits Daily Apr 26, 2026

By Mark Pickering · 2026-04-26

SpaceX paid $10B for an option on Cursor. Apple is renting Gemini for a billion a year. BCG put a number on the displacement.

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PickBits Daily Signal is a working brief by Mark Pickering. Twenty years shipping apps and workflow automation, with the last stretch on agentic workflows on ServiceNow. The newsletter is free. If a friend forwarded this to you and you want it in your inbox, subscribe at pickbitsai.substack.com.