Why we're betting everything on the future of AI agents

When we started this company two years ago, everyone was talking about chatbots. Then it was copilots. Now it's agents. But beyond the buzzwords, something real is happening — and we think it's the most important shift in software since the cloud.

Here's our thesis: the next decade of software will be defined by AI agents that don't just assist humans, but actually do work autonomously.

Think about how software works today. You have applications with interfaces. Humans click buttons, fill forms, and make decisions. Software executes those decisions. The human is always in the loop, always the bottleneck.

Now imagine software that can pursue goals independently. You tell it "resolve customer support tickets" and it does — reading messages, understanding context, taking actions in your systems, and following up. Not just suggesting responses for a human to approve, but actually closing tickets while humans sleep.

This isn't science fiction. It's happening now. Our customers are running agents that process invoices, qualify leads, onboard employees, generate reports, and handle customer service. These agents work 24/7, make fewer errors than humans, and cost a fraction of traditional automation.

But building these agents is hard. Really hard. You need to orchestrate multiple AI models, connect to dozens of tools, handle errors gracefully, maintain context across long interactions, and ensure the agent stays within bounds. Most teams spend 80% of their time on infrastructure and only 20% on the actual agent logic.

That's backwards. And that's what we're fixing.

We're building the infrastructure layer that makes agent development as easy as building a website. Visual tools for designing agent workflows. Pre-built components for common tasks. Managed infrastructure that scales automatically. And built-in guardrails to keep agents safe and effective.

Our bet is that every company will have hundreds of AI agents within five years. Agents for sales, support, ops, HR, finance — every function that involves repetitive knowledge work. The companies that figure out how to deploy and manage these agents will have a massive competitive advantage.

We want to be the platform that powers this future. The AWS for AI agents. The infrastructure that every company builds on.

It's an ambitious goal. But if we're right about where software is headed, there's no more important problem to solve.