Blog
Writing from our team
- Takeoff Team6 min read
I think we’re onto something
We’ve raised $15M from Matrix and Lachy Groom to accelerate our long horizon agents
We started this year at $0 in revenue. Today, we’re at multiple millions in committed revenue across several seven-figure contracts. Not run-rate, not pipeline, not “contracted” in the way people stretch that word. Hard commits.
Read more - Aakash Thumaty12 min read
Inference APIs are as dead as seat-based pricing.
Selling tokens is selling seat licenses with better marketing. The value in enterprise AI will accrue to the layer closest to the customer's outcome.
This is an extension of a strategy memo I wrote at Salesforce in 2020 about value-aligned business models and the incumbency trap. The same dynamics are about to define who wins the AI era — and the implications are arguably even more consequential.
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