The market just priced the enterprise coding agent at $5 billion. factory raised $200m from…
the market just priced the enterprise coding agent at $5 billion. factory raised $200m from blackstone, khosla and sequoia on sept 15, tripling its valuation three years after two princeton grads met at a hackathon, with revenue doubling month over month for six straight months. the premium is on agents that survive enterprise review, not on models that write code.
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The air is now being asked to keep its own ledger
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