2026 AI 原生协作工作区市场地图：65 家公司、11 个层级
Linear 上智能体已经干了一半的新活，这张 65 家公司的地图把文档、表格、记忆层全梳理了一遍，做协作产品的别错过。
这张市场地图把 AI 原生协作工作区分成 11 个层级、收录 65 家公司。数据显示 Linear 上智能体创建的新工作占比从一年前的 3% 升到 50%，95% 的付费工作区已安装智能体。文档层有 Notion（110 亿美元估值）和 Confluence + Rovo（80% 以上财富 500 强使用 Rovo），开源阵营则由 AppFlowy（78K stars）、AFFiNE（74K stars）和 NocoDB（65K stars）领衔。第 9-11 层是新兴的智能体原生工作区、智能体团队工作台和共享记忆赛道，Engram 估值 6 亿美元，Letta 估值 7000 万美元。数据截至 2026 年 11 月，来源为公开信息，公司自报数字已在地图上标注。
New market map: AI-native collaboration workspaces in 2026 — 65 companies, 11 layers The agent is becoming the teammate. At Linear, agents now create 50% of new work, up from 3% a year earlier, and 95% of paid workspaces have installed one. Meanwhile the open-source camp owns the GitHub stars: AppFlowy (78K), AFFiNE (74K), NocoDB (65K). Layer by layer: 1. Docs & wiki (8) — Notion ($11B val.), Superhuman Docs (ex-Coda, $1.4B), Confluence + Rovo (80%+ of the Fortune 500 use Rovo). Pages and databases are now open to agents over MCP. 2. Spreadsheet-databases & no-code apps (9) — Smartsheet ($1B rev.), Airtable ($480M), monday.com (~250K organizations), DingTalk and Feishu tables. 3. Work management (6) — Linear ($2.5B val.), ClickUp ($300M rev.), Asana, Wrike ($2.2B). Agents get assigned tasks like teammates. 4. Open-source wiki (5) — AFFiNE, AppFlowy, Outline (41K stars), Docmost. Self-hosted, with MCP built in. 5. Open-source low-code (5) — Appsmith, ToolJet (41K stars each), Budibase, NocoBase. 6. Open-source spreadsheet DBs (5) — NocoDB (65K stars), Teable (22K), Grist (12K), Baserow. Tables sit on real Postgres/MySQL. 7. Data platforms with a UI (4) — Directus (39K stars), Mathesar, Saltcorn. 8. Data versioning & review (5) — Dolt (25K stars), Bytebase (15K), lakeFS ($250M val.), Xata ($175M val.). Agents write on a branch first, a human merges. 9. Agent-native workspaces (4) — Agent-Native by Builder.io , Busabase, Ambiguous, Dock. Every agent write carries a diff and an author. 10. Agent team workbenches (7) — Ando ($20M raise), SageOx ($15M), Adapt ($10M), Lua ($5.8M), Scuba. 11. Shared memory (7) — Engram ($600M val.), Letta ($70M), Mem0 (150K+ developers), Supermemory, Zep. Data as of Nov 2026, public sources; company-reported numbers are labeled as such on the map. Bookmark this — we'll update it every quarter. Full list + sources: ai-workspace-map.vercel.app 💬 0 🔄 0 ❤️ 0 👀 198 ⚡
