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CROSS-CATEGORY: $1.5B+ in AI-Native Funding Across 5 Verticals in a Single Week — Customer Service, DevTools, Insurance, ERP, and Inference Infrastructure
In the week of May 4-9, 2026, five AI-native companies raised a combined $1.48B across completely different verticals: Sierra ($950M, customer service agents), Blitzy ($200M, autonomous coding), Corgi ($160M, insurance carrier), DeepInfra ($107M, inference infrastructure), and Tessera Labs ($60M, ERP transformation). None are adding AI features to existing SaaS — all are built AI-first with fundamentally different architectures. This is the clearest single-week signal that AI-native replacements are being funded at scale across every SaaS category simultaneously.
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