8VC

We first backed @cognition in 2024, when Scott and the team were building ahead of the frontier. @DevinAI's architecture anticipated capabilities the underlying models did not yet have.

We believed those capabilities would catch up, and that the harder challenge would be turning raw intelligence into finished enterprise work. AI would move from local to cloud and individual to collaborative, with harness engineering coordinating models, agents and humans into reliable execution.

That's increasingly what we’re seeing. Better models enable agents to operate over longer horizons and take on more complex, higher-value tasks, giving humans far greater leverage and broadening the range of enterprise work Cognition can reliably execute.

We’ve continued to double down as the team translated a remarkably clear thesis into incredible commercial traction, while showing a level of talent magnetism that's hard to overstate. It feels like every day another engineer with their own lore shows up to build alongside @ScottWu46, @russelljkaplan, @stevenkplus1 and @walden_yan...

Today it's @alexstamos. Welcome to the team!

Our latest on Cognition and the future of machine intelligence: 8vc.com/resources/comp…

What does it take to automate procurement at the world's largest manufacturers, where critical information is scattered across emails, documents, and decades of institutional knowledge?

Following our recent Series A investment in @fragmentdata, 8VC's @jack_moshkovich sat down with @pranavmulgund to discuss the company's origins, the engineering challenges behind building AI that can reason across these disparate sources, and how Fragment is turning that context into autonomous action.

For decades, enterprise software has transformed how companies manage purchasing, yet much of procurement remains stubbornly manual. At the world's largest manufacturers, buyers still spend countless hours chasing suppliers, reconciling discrepancies, and navigating fragmented systems.

Thrilled to back @pranavmulgund, Naveen Kashyap, and the team at @fragmentdata as we lead their Series A to tackle precisely this challenge.

Starting with direct procurement, Fragment is building AI agents that investigate and resolve complex operational issues across existing enterprise systems. At Flex, the team went from pilot to production in just three weeks, increasing employee productivity 4x.

Beyond automating manual work, we see an opportunity to fundamentally change how manufacturers understand their suppliers and make purchasing decisions.

More on our conviction in this exceptional team and the opportunity ahead: 8vc.com/resources/anno…

Today, @BigHatBio and @AnthropicAI announced their historic therapeutics partnership.

For the pilot project, an Anthropic researcher + Claude collaborated with BigHat’s automated lab to optimize two novel antibodies—with inspiring results.

As frontier AI moves into bio, data gen platforms are more important than ever. Under the leadership of @peytongreenside and team, BigHat has built the Ferrari.

A big step for Anthropic and BigHat, and an even bigger step for AI biodiscovery.

Learn more in our latest blog by @fjeg1987 and @sussan_liu (below).

Few industries are more fundamental to America's future than construction. Yet persistent skilled labor shortages and limited equipment capacity constrain our ability to build at the scale our country needs.

When 8VC led @BedrockRobotics Series A last year, we believed bringing autonomy to heavy equipment could fundamentally change the economics of construction, unlocking new levels of productivity and expanding what skilled crews can accomplish.

Just over a year later, Bedrock's fully autonomous excavators are already performing paid work on live commercial job sites, marking a major milestone in bringing physical AI into the real economy. With a rapidly growing customer base and deployments expanding nationwide, the team is demonstrating how quickly this technology can move from technical breakthrough to industrial scale.

Thrilled to continue backing @bsofman, @kevinmpeterson1 and team as they announce their $600M Series C to scale autonomous construction nationwide and help usher in a new era of American industrial capacity!