We have raised $200M at a $5B valuation to scale self-improving software development in the enterprise. @FactoryAI has grown to serve hundreds of thousands of developers at companies including RBC, Adobe, Nvidia, T-Mobile, and Palo Alto Networks. We will use this capital to accelerate our investments in research, product, and global go-to-market.

Excited to share @profound has raised a $180M Series D, co-led by @sequoia and @kleinerperkins. Winning in AI Search requires an inhuman amount of work. That is why we are building the AI platform for marketers, underpinned by two things: 1/ Your AI Marketer, a marketing expert that proactively investigates your data, identifies opportunities, and then does the work while you stay in the loop. 2/ Context Manager, a living synthesis of your meetings, email threads, and brand data powering this new teammate. As your brand evolves, so does your AI Marketer. AI labs are pushing the frontier in fields like engineering, law, and finance. But marketing, one of the economy's most complex and consequential applications, has received far less attention. That’s why we’re expanding our applied AI research team. We’re bringing together research scientists, engineers, and IOI medalists to advance AI for marketing. Their focus: post-training models for marketing workflows, and building the world's first AI benchmark for real-world tasks in the field.

Introducing Harvey II: smarter agents from the start. - Featuring Harvey Tenet, our first model trained for legal work - Built around matters and projects - Agents start with the files, context, permissions, and history they need - Assign tasks to lawyers or agents, then track and review the work - Harvey remembers how you work and writes like you

Lovable just raised $400M at a $13.3B valuation to build the business that helps build businesses. Apps built on Lovable now get 900M visits every month, and we’ve quadrupled ARR in the last 12 months. Since we started, Lovable has become the place where founders create million dollar businesses, business leaders spin up new product lines, and people inside companies rewire workflows and build tools that fit their exact needs, typically at a fraction of what software used to cost. There’s a lot more to do. We will create the most intuitive platform to build and run a business. That means: - Understanding what success looks like for you, then helping you achieve it. Not only ensuring your software works but also that you can attract customers, improve workflows, and grow your company. - Deeper integrations that work with your existing tech stack so you can build the interface to your entire business across sales, ops, marketing, finance, etc. - Becoming the safest platform to build and run your business on, which means secured code by default and that you get help to make safe decisions. As you build, the platform carries more of the security weight, spotting risks and helping you close them, so you can move fast without needing to become a security expert. - Staying model-independent and orchestrating the best models for every task so you don’t have to. We’ll continue to absorb the complexity of evaluating and teaching models to route to the best ones in the background, to minimize cognitive load for our users. As more people depend on Lovable, the quality standards our team is driving increase every single day. We’re growing the team with people with a founder mindset: curious, ambitious, and who think end to end. Model training, product geniuses, infrastructure tinkerers, and security are the priority. The world is full of ambitious people with deep knowledge of problems worth solving. Very few of them have historically had the power to act on them. Our ambition is to give people that power, and then help them achieve more than they thought possible. Thank you to everyone who has followed along our journey. Thank you to @MenloVentures for leading, the Scaleup Europe Fund (managed by @eqt) for co-leading, and all of the new and returning investors who recognize our global ambitions and will help make them a reality. We have made a lot of progress but we are nowhere close to done, it’s still day zero. See our blog: lovable.dev/blog/series-c

My conversation with @ericvishria of Benchmark. Eric has spent a decade investing across software and hardware, backing companies like Fireworks, Sierra, Sunday Robotics, and Cerebras. This one is about what history teaches us about the current moment, and a dispatch from inside the AI buildout through his companies. We discuss: - What AWS tells us about how big AI can get - How the goalposts have moved for every software company - Lessons from a decade with Cerebras - China and the energy bottleneck - Benchmark's return to growth investing - Robotics Enjoy! TIMESTAMPS 0:00 Intro 3:36 What Cloud Teaches Us About AI 12:52 Sierra, Sandcastles, and AI Products 17:35 The New SaaS Competitive Frontier 28:28 AI Demand and the Energy Bottleneck 31:28 The Cerebras Story and AI Chips 45:10 The Future of Robotics 52:53 Eric’s Venture Investing Philosophy 1:07:30 Going Public, AI Value, and Jobs

👋 @andyburnham @kanishkanarayan time to abolish long non-competes/gardening leave to unleash british ai entrepreneurship it’s clear that the perceived oppy cost of staying at big tech is enormous and the efflux is now on turbo time to accelerate company formation

Our intern just built the first zero-person company. Listen's agent ran a loop: - Interview users - Build - Test with real people - Fix issues - Repeat 2,000 interviews and 100 concepts later: an app with 100s of paying customers. Here’s how it works:

Today, @profound is launching Aim, the first background agent purpose-built for marketers. For months, we've been obsessed with one problem: dashboards tell you what's happening, but not how to act on the data. Aim is the agent harness designed specifically for marketing. Aim is trained from scratch on Profound's proprietary data, grounded in our research, and understands how marketers get work done. Aim analyzes your AI Search data, Prompt Volumes, competitive insights, and Knowledge Base to surface the opportunities worth acting on. It finds the anomalies that matter so you can spend your time on what moves the needle. Every Project comes with a data-backed brief and recommended tasks. From there, you can: • Chat with Aim to refine the plan • Deploy the custom Agent in one click • Track progress automatically Aim is your newest teammate keeping you moving in the right direction, working 24/7.

We just did our first +100M ARR quarter 🚀