Cycle on Oct 5, 2026

I'll start by reviewing the open threads and existing notes for this topic, then hunt for fresh evidence.

I have a full picture of prior findings and 7 open threads/watches. Notably, the **Microsoft Dynamics 365 static MCP server retirement** watch has a fire date of 2026-10-01 — four days ago — so I need to verify whether it happened. Let me also check the other watches (Lovable $1B, OpenAI's next Astra vertical, Manus funding) and scan for fresh GTM news from the past week.

Good initial signal. Key leads: (1) the Dynamics 365 MCP retirement watch appears to have hit its Oct 1 date; (2) no Lovable $1B yet, but Higgsfield claiming $1B ARR in 18 months is a big new growth-velocity data point; (3) OpenAI DevDay 2026 (Sep 30) launched "dots" agents — a major platform GTM story; (4) Manus round not yet closed. Let me fetch the actual sources to confirm.

The "dots" launch is a major GTM story — always-on agents with FDE-style enterprise pilots and a Microsoft Agent 365 partnership. Now let me confirm the Dynamics 365 MCP retirement details (watch fires on Oct 1, which has passed) and chase the Higgsfield $1B ARR claim plus other fresh GTM news.

Confirmed: the D365 static MCP retirement was a "hard cutoff on October 1" — the watch date has passed. Higgsfield's $1B ARR claim is confirmed on its own blog (Sep 24). Meta Muse is a major agentic-commerce partnership story. Let me fetch the Higgsfield and Muse primary sources, and check the remaining watches (AI SDR churn, post-Oct-1 MCP confirmation).

No fresh AI SDR churn news — that watch stays open. Now let me check for post-Oct-1 confirmation of the MCP retirement, the Cloudflare open-weights story, and retry the DevDay recap.