Industry-specific apps
AI built for one industry or job: law, health, finance, customer support and voice.
Who is making money
The companies earning or raising real money in this part of AI. Suppliers are marked: they sell to the builders rather than to end users.
CRM company selling Agentforce, AI agents built into its customer software.
Agentforce ARR about $800M in the quarter to Jan 2026, up 169% year on year (company, Q4 FY26)
Open profilevoice AI
About $500M ARR (Apr 2026, Sacra estimate)
Open profiledoctors' notes
Contracted ARR of $117M was reported for early 2025, the last figure found
Open profilecustomer support agents
Passed $100M annualised (reported Aug 2026, citing Newcomer)
Open profilelegal AI
About $300M ARR (Sacra estimate, May 2026). One blog reports $400M, not confirmed
Open profileAI platform for law firms that drafts, reviews and researches contracts, with more than 1,000 customers in 50 markets.
Passed $100M ARR (Apr 2026, company reported)
Open profileFree clinical search tool for doctors that answers medical questions with cited sources.
About $300M annualised by mid-2026 (reported). Sacra estimated $150M for 2025
Open profileAI for investment bankers and private equity analysts, built for research and deal work.
Over $50M annual recurring revenue (reported)
Open profilecustomer support agents
About $200M annualised (May 2026, company reported)
Open profileAmbient AI that writes clinical notes and coding for doctor groups and health systems.
Open profileAI for personal injury law firms, building case valuations and demand letters.
Over $2B (Series E, $150M, led by Bessemer)
Open profileAI search and analysis for banks and investment firms, reading filings and documents at scale.
About $700M (reported, one tracker dated June 2026, date unconfirmed)
Open profileAI agents that phone patients for check-ins and follow-ups, sold to health systems and insurers.
About $3.5B (Series C, $126M, Nov 2025)
Open profileLegal, tax and news publisher whose CoCounsel AI is sold to law firms and accountants.
Open profileEnterprise AI writing platform for marketing and corporate content, with its own model stack.
Open profileWhere the money flows
Firms pay premium subscriptions or per-outcome fees (per resolved ticket) that come out of wage budgets, not software budgets.
No money flows mapped here yet.
The openings
Gaps still open in this area, from ones a small business could take to ones only giants can play.
- Small business Narrow agents for NZ and Australian professional firms with local rules built in
- Small business Voice agents for appointment-heavy businesses (clinics, trades, real estate) as a managed service
- Startup money The leader in an overlooked industry (insurance claims, construction, procurement)
- Giants only AI across a whole sector
Valuations of 50 to 125 times revenue assume the labs and incumbents like Thomson Reuters and Salesforce will not catch up.
Sources: tomtunguz.com, sacra.com
The map updates three times a week.
241 companies across 25 areas, 62 money flows and 89 openings so far. New research lands every Tuesday, Thursday and Saturday.
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