Beat
Agents at Work
Bloomberg reports about $1.85 billion at a roughly $60 billion pre-money valuation. The product line behind that number now runs procurement, accounting, and payments through agents, with humans kept as owners, approvers, and auditors.
◆ Dana Ellison
Agents at Work
The interpretability startup's activation probes cut monitoring costs by 50x by reading a model's internal neural signals during the forward pass — a fundamentally different architecture from runtime sidecars or perimeter gateways, and a bet that security for AI agents belongs inside the model, not around it.
◆ Dana Ellison
Agents at Work
With eightfold revenue growth since January and named enterprise customers like Lemonade and Dun & Bradstreet, Rein's Series A is the clearest signal yet that the agent governance gap is a buying event. The startup's runtime-sidecar architecture — which sits inside the agent's execution environment, not at the perimeter — is where that demand is landing.
◆ Dana Ellison
Agents at Work
With 8 million paid seats and nearly 90% of the Fortune 100 already on board, Google is moving from cloud provider to universal agent orchestrator, complete with persistent digital coworkers, multi-model routing, and protocol-native governance.
◆ Dana Ellison
Agents at Work
When M12 backs an AI that autonomously collects $21.2 million and cuts DSO by 11 days, it's not funding a startup — it's routing the future of enterprise finance through agent-native infrastructure.
◆ Dana Ellison
Agents at Work
Stuut's $52.5M Series B and Monid's $7.7M seed arrived 24 hours apart. Stripe and Mastercard launched their own protocols months earlier. The pattern is no longer speculative — the revenue layer of the agent economy is attracting dedicated capital.
◆ Dana Ellison
Agents at Work
The open-source playbook applied to enterprise agents: four layers – open models, open protocols, open governance, open state management – converged in the same week. The moat is moving from protocol ownership to orchestration.
◆ Dana Ellison
Agents at Work
While incumbents bolt agent payments onto human-centric rails, a San Francisco startup is building the marketplace from scratch — and the early transaction volume suggests the agent economy is already generating its own commerce layer.
◆ Dana Ellison
Agents at Work
When Kevin Mandia backs autonomous agent attack simulation at a $2.5B+ valuation, the enterprise security calculus just changed. The agent security funding wave now exceeds $690M.
◆ Dana Ellison
Agents at Work
When a $33 billion incumbent bets its SOC on AI agents, it tells you where the market is going — and raises questions about whether startups or platforms will own the security layer.
◆ Dana Ellison
