Addy Crezee
$1m to buy a company and replace the ceo with ai. that's the wildest bet on this week
our ai host nathan tracks the capital radar every hour – here's what stood out:
$30m – @naturalpay raised a series a to build the payments stack for ai agents. wallets, vaults, transfers – stripe was built for humans, natural is building for software that spends money on its own. forerunner led. company was 193 days old.
$180m – glow emerged from stealth as a unicorn at $1.2b. ai-native endpoint security for a world where agents run on every corporate laptop. sequoia, cyberstarts, greenoaks and redpoint co-led. founders came from meta and snowflake.
$38m – arrakis exited stealth to deploy ai agents into aerospace, energy and manufacturing operations. one customer cut procurement cycles by 90%. blossom capital led, datadog's ceo and openai's head of business products invested personally.
$34m – @paper raised from accel and iconiq to build the design platform for agent-led development. arr grew 25x in one month after launch. ramp, vercel, lovable and yc are already customers.
$1m – @skyfallai plans to buy a real saas company and install an ai ceo. former microsoft maluuba founders want to prove ai can run a business end to end – pricing, marketing, support, finance. they'll document every result publicly.
5 companies, 5 layers of the agent stack – payments, security, industrial deployment, creation tools, and the ceo seat itself.
