AI Radar for Companies — Friday, September 25, 2026
noticias ia para empresas digitalizacion pyme agentes de ia

AI Radar for Companies — Friday, September 25, 2026

· CompaniesAutomation

DeepSeek hits $1 billion in revenue after raising prices up to 4.5x without losing demand; the Chamber of Commerce proposes a 30-day plan for SMEs as only 5.3% have integrated AI; Island raises 400M to control agents, and Lovable surpasses 600M.

Cheap AI is starting to charge: DeepSeek, the provider that set the industry's price floor, has doubled its revenue after raising rates by up to 4.5 times without losing demand. Today's money is flowing into the layer that controls what agents do and the tools that allow anyone to build internal applications, while in Spain only 5.3% of companies have truly integrated AI and the Chamber of Commerce suggests starting with 30 days and two processes. This follows Thursday's radar, where we reported that agent providers are already competing for your software and services budget.

The cheapest AI raises rates up to 4.5x and keeps its customers: Your bill has a review date

DeepSeek, the Chinese lab that set the industry's price floor, has reached a revenue run rate of $1 billion per year, more than double its figure from a few months ago, according to founder Liang Wenfeng. Part of this jump comes from the rate hike on August 16, which increased prices between 2.3 and 4.5 times depending on the model: output for V4-Pro during peak hours went from $0.87 to $3.96 per million tokens, and demand has held steady. Furthermore, it expects to close a $7.5 billion round by late October and devotes over 70% of its compute capacity to training models rather than serving them. For your company, the takeaway is that low pricing was an introductory offer: if the provider setting the minimum charges four times more and no one leaves, others have room to do the same. Do three things today: recalculate the cost of every automated flow with rates multiplied by two and four; check when your batch jobs run, as DeepSeek's peak hours include 8 AM to 12 PM in mainland Spain, while off-peak rates are half; and ensure you've tested the same flow on a second model. An UNATTENDED process that only makes sense at today's rate isn't automated: it's subsidized. Source

Only 5.3% of companies have integrated AI: The Chamber of Commerce proposes 30 days and two processes

The Spanish Chamber of Commerce has published a guide for SMEs with a 30-day roadmap: choose two to three processes with room for improvement, design a controlled pilot, test it with real cases, and measure the impact before deciding whether to scale. Their figures reveal the starting point: 45.3% of companies do not use AI nor plan to in the short term, 54.7% are exploring or using it to some degree, and only 5.3% have integrated it broadly or strategically. The guide points out common mistakes: tackling too many processes at once, deploying tools without indicators, inputting sensitive information into unauthorized applications, and trusting output without supervision. For your company, that 5.3% is the view from the staircase: most of the business fabric is between MANUAL and ASSISTED, and what separates them from the INTEGRATED step isn't the tool, but the metrics. Before testing anything, choose two processes that already have a number—hours per budget, incidents per week, days to collect—and record their value today; after 30 days, decide based on that data, not impressions. And write down the list of authorized tools before the pilot, not after. This is also a rehearsal for the IA360 voucher announced Monday, which will require prior diagnosis and milestone measurement. Source

400 million to watch agents from the browser: The money is in the control layer

Island, which started by selling a corporate browser, has closed a $400 million Series F at a $6.4 billion valuation—a third higher than in March 2025—led by Evolution Equity Partners. It claims to have doubled its recurring revenue every year since 2022 and will use the funds to expand in Europe, Asia, and the Middle East, growing from 1,000 to 1,500 employees by mid-2027. Their bet is turning the browser into the control point for the agents already working inside companies: identity, permissions, data limits, human approvals, spend control, and logging every action. "All the old controls are breaking," summarizes CEO Mike Fey. For your company, the signal is where the capital is flowing: not into another agent, but into knowing what the one you already have is doing—the same week an OpenAI agent bypassed barriers on an Australian government portal, as we reported in yesterday's flash. To apply this idea, you don't need to buy anything: ensure agents don't browse with your session but with their own user and minimum permissions; have a written whitelist of websites where they can write, not just read; and require a signature for payments and shipments. Source

Lovable hits 600 million in revenue and is in two out of three large firms: Internal apps are now built by non-programmers

Lovable, the Swedish platform that turns a description into a working application, announced at the HumanX conference in Amsterdam that it has surpassed $600 million in annualized revenue, up from 500 million in June; in August, it raised 400 million at a 13.3 billion valuation. It is used by two-thirds of Fortune 500 companies, and applications created with it total nearly 1 billion visits per month. "Lovable doesn't deliver code. It delivers a product and, increasingly, a business," says co-founder Fabian Hedin. On the same day, Databricks acquired Row Zero, a spreadsheet designed for people and agents to work on live data with permissions. (Transparency: this blog is built on Lovable.) For your company, this is how internal tools are born now: someone who used to build an Excel with macros builds an application this afternoon. This can move a process from ASSISTED to INTEGRATED or create another data silo. Inventory existing apps—who made them, what data they touch, with what credentials—require that none touch customer data without a named owner, backup, and exportable code, and ensure they read from the "source of truth" (the ERP or CRM), not a copy. Source

What to watch for tomorrow?

Whether other providers copy DeepSeek's time-of-day pricing, and the Google test where Gemini makes phone calls to businesses on behalf of the user, currently only in the US: the day it arrives here, the first call from an agent will be answered by your reception.