KVarN, Cost.dev, headroom — the week the agent runtime bill got itemized

KVarN, Cost.dev, headroom — the week the agent runtime bill got itemized Cycle 8 (2026-06-03) called a new category — the cost-compression layer for AI agents — based on one repo and one funding round. Cycle 9, two days later, is the first read on whether that layer was a one-week funding-news echo