This time, in the latest AI Signal, we found how the second wave of agent funding is skipping horizontal tools entirely and going straight into specialist workflows. - Gumloop just closed a $50M Series B (led by Benchmark) so employees at Shopify, Ramp, Gusto, and Instacart can build their own agents (~40 employees). - Alta raised $25M to run go-to-market as a "Company Brain" for revenue teams at Snowflake, Deel, and Atlassian (~55–60 employees). - And LinqAlpha raised $22M for agents that read filings and transcripts for 70+ financial institutions (team size not publicly disclosed). Here is what this actually means for AI founders: - You need to own one workflow end-to-end, inside tools the customer already uses. - Regulated industries (finance, healthcare, revenue ops) are becoming the best-defended niches, because domain trust is the moat, not the model.