The full panel is on the Overview.
Incumbent bolt-on 21
A seat-priced product strapped an AI meter on top.
- Adobe Firefly Incumbent meters Rung 3 · held
- Apollo GTM & RevOps Rung 3 · held
- Asana Studio Incumbent meters Rung 1 → Rung 2
- Canva Incumbent meters Rung 3 → Rung 2
- ChatLLM General agents Rung 1 → Rung 3
- ClickUp Incumbent meters Rung 1 → Rung 3
- Descript Media generation Rung 2 → Rung 3
- ElevenLabs Media generation Rung 4 → Rung 3
- Figma Incumbent meters Rung 1 → Rung 4
- Gamma Content & marketing Rung 2 → Rung 3
- GitHub Copilot Coding agents Rung 1 → Rung 4
- HeyGen Media generation Rung 2 → Rung 3
- HubSpot Incumbent meters Rung 3 → Rung 4
- Hugging Face Hub Dev platforms Rung 2 → Rung 4
- monday Incumbent meters Rung 2 → Rung 3
- Notion Incumbent meters Rung 2 → Rung 3
- PhantomBuster Workflow automation Rung 3 · held
- Relay.app Workflow automation Rung 3 → shut down
- Rovo Incumbent meters Rung 2 → Rung 4
- Surfer Content & marketing Rung 3 · held
- Synthesia Media generation Rung 3 · held
Credit burn-rate reprice 17
Same sticker, re-based meter — the bill rose without the price.
- Chatbase Support & CX Rung 3 · held
- Clay GTM & RevOps Rung 3 · held
- Cursor Coding agents Rung 2 → Rung 4
- Devin Coding agents Rung 4 · held
- Freddy Agent Support & CX Rung 3 · held
- Gorgias Agent Support & CX Rung 5b · held
- Gumloop Workflow automation Rung 4 · held
- Instantly GTM & RevOps Rung 3 · held
- Kaiber Media generation Rung 2 · held
- Lovable Coding agents Rung 3 · held
- Make Workflow automation Rung 3 · held
- Murf Media generation Rung 3 · held
- Pika Media generation Rung 3 · held
- PixVerse Media generation Rung 2 · held
- Replit Coding agents Rung 4 · held
- Speechify Studio Media generation Rung 2 · held
- Windsurf Coding agents Rung 3 → Rung 4
Overshoot & correct 5
Reached too far, then pulled the priced unit back.
Leapfrog 6
Stood up a usage-priced product beside the seat business.
Migrate 10
Walked an existing product rightward across rungs.
- Activepieces Workflow automation Rung 4 · held
- Help Scout Support & CX Rung 2 → Rung 5b
- JetBrains Coding agents Rung 2 → Rung 3
- Magnific suite Media generation Rung 3 · held
- Manus General agents New → Rung 3
- n8n Cloud Workflow automation Rung 3 → Rung 4
- Sai General agents Rung 1 → Rung 2
- Smallest.ai Media generation Rung 3 → Rung 2
- v0 Coding agents Rung 2 → Rung 3
- Zendesk agents Support & CX Rung 5b · held
Static 15
Hasn’t moved on the continuum.
- Bardeen Workflow automation Rung 3 · held
- Bolt Coding agents Rung 3 · held
- Copy.ai Content & marketing Rung 3 · held
- D-ID Studio Media generation Rung 3 · held
- Dream Machine Media generation Rung 2 · held
- Genspark General agents New → Rung 2
- Ideogram Media generation Rung 3 · held
- Leonardo.Ai Media generation Rung 3 · held
- Midjourney Media generation Rung 3 · held
- Miro Incumbent meters Rung 3 · held
- OpenArt Media generation Rung 3 · held
- Recraft Media generation Rung 3 · held
- Smartlead GTM & RevOps Rung 3 · held
- Suno Media generation Rung 3 · held
- Udio Media generation Rung 3 · held
Priced, review to come 2
In the Index with published pricing; the trajectory review is still to be written.