Francesca LaBianca✓

Factory @FactoryAI

Factory is partnering with @databricks to bring autonomous software engineering to enterprise data and AI. Droids can build, migrate, and secure software directly on Databricks, using the data, models, and governance enterprises already trust.

Factory @FactoryAI

As the world’s largest alternative asset manager, @Blackstone requires the highest standards of deployment flexibility and governance. Factory made it possible to operate agentic software development within Blackstone’s own data centers without compromising model choice or workflows.

Andrea Badia @Badiaserra

I joined @FactoryAI because I believe it can become a $100B+ platform business. Here's why: - The thesis: software engineering is the first real application of AGI, and the harness is where enterprise value is captured. Not a coding agent. A software factory that's model-agnostic, sovereign, with orchestration and governance built in. - The pull: in under 2 wks I watched our ARR grow by 8 figures. The biggest lands and upsells of my career, nobody seemed surprised. Demand is real. We're here to take it. - People & culture: relentless polymaths who speak up, champion one mission, and share every win. - The role: Europe is where our pitch lands best and where we're known least. As the first BD lead here, I see a massive opportunity, and I'm pumped. Software that improves itself. Coming to a city near you.

Factory @FactoryAI

Introducing OpenCompute: a self-hosted orchestrator for agent sandboxes on your choice of runtime. Adopting autonomous software development should not require handing over your valuable code and context to someone else’s cloud. Scale your fleet of remote agents while keeping them in your VPC.

Factory @FactoryAI

Today we are introducing Remote Control. Your Droids run on a persistent self-managed remote machine, scoped to an individual user or service.

Factory @FactoryAI

This week we're shipping our vision for the best cloud agent experience. We’re starting with an often-overlooked but critical foundation for any agent: the sandbox where it runs. Today, we’re introducing Environments, now generally available.

Factory @FactoryAI

Factory has acquired @Mentlio

Factory @FactoryAI

Factory has appointed Connor Maloney as Head of Federal to lead our expansion into the public sector. Connor started his career as a Program Manager at the Department of War and most recently served as Vice President of Federal at Rubrik. Welcome to Factory, Connor.

Eno Reyes @EnoReyes

Factory is a product company. In a year when a lot of smart money is betting on neoservices that is starting to sound contrarian. The AI wave makes it tempting to sell outcomes and deliver them with people. We think the bigger opportunity is software that gets better every time it's used. That's what we build for our customers, and it's how we run Factory. The products we build should help our customers build their own capacity to ship better software, faster. We think of the product as everything from the first time you hear about Factory through your Nth renewal. Building the right product starts with the old advice: listen to your customers' problems, not their solutions. In 2023, many people believed we should have built autocomplete. We understood that we instead had to build toward self-improving software and software factories, since that is what would come next. That is our product goal: self-improving software, which continuously improves from the data feedback loop of its users. Self-improving software doesn't happen on its own. You have to be data-backed and optimize the signal → deploy loop. That requires a software factory operating continuously and evolving alongside the software it produces. The factory also has to know what good looks like. It has to help the organization extract its tacit knowledge and embed it into the software that operates the business. Taste is not sufficient. You must enforce the unique decisions that define your product. And it doesn't stop at the product. The entire company is going to be defined by software that listens to the rhythm of the business and enforces it. The clear goal of a leader is to ensure the quality and correctness of these systems. We run Factory this way. Our unique product and technical decisions are codified as customizations to our harness, automations, CI/CD, lint rules, etc. Factory agents sit in our shared Slack channels, where they build context and execute tactical work on demand. It also changes how we organize. Your Engineering, Product, and Design team will ship your org chart, so you must design an organization where incentives are maximally aligned. Our pod structure maps directly to our product taxonomy, which gives each pod deep expertise and agency. We work carefully to make sure the product feels cohesive and not like multiple disconnected teams. This is not easy, and we still haven't perfected it. We keep the minimal number of layers between leaders and the organizational lines. 1:25 is not unreasonable for a true people manager. Our product operating system is itself self-improving software. It aggregates feedback, tracks launches across the team, and organizes our work. With it, our Head of Product @TaylorTheSavage runs a product surface that would otherwise require an army of PMs with just a handful of high-ownership, high-leverage ones. When an org is designed this way, its impact scales with software, not headcount. That is the real difference between a product company and a services company. Selling outcomes is right. Delivering them with people is services. Neoservices arbitrage the gap between how fast the technology moves and how fast buyers adopt it, and some will become large businesses. But that gap closes every time a product company sells the same buyer a better long-term solution. The market already knows how to value services: Infosys does about $20B in revenue and trades at roughly 2x, not 50x, and it's down about 40% this year. Being a product company is harder. @danlovesproofs once told me something I very much agree with. Product companies are like movie studios. You have to keep producing blockbusters, and that helps you build talent, brand, and resources. Gone are the days when you could coast on one hit. Do that, and you'll be acquired by Bending Spoons at a fraction of your value. The war is always being waged, and no winner is ever truly ahead by much. And demand for the movies is up. That's true even against the model labs. There is a value gap between the models and outcomes for users. Anyone can close that gap, and there's no reason to believe any company has an automatic right to win the products that matter most. If anything, access to the full pareto frontier of cost and quality gives model-independent, product-focused companies a focus, cost, and quality advantage. If someone asked me what to build today, I'd say go build a product company. It is harder, but the biggest outcomes are only possible through product.

Matan Grinberg @matanSF

Matt Murphy is a legendary investor with a track record of being very early and being very right. He led the Series D of Anthropic in Jan 2024. Their best model was Claude 2.1. I am thrilled to have @mmurph and Menlo Ventures investing in @FactoryAI. We are still so early.

Menlo Ventures @MenloVentures

Menlo is investing in @FactoryAI 🚀 Proud to back Factory as they build the system that automates the entire software lifecycle: planning, review, testing, security, documentation, all of it. Coding has gone from $550M to $30B+ in two years, but generation was only one piece. Factory closes the rest of the loop with a shared, governed, model-agnostic platform. Excited to partner with @matanSF and @EnoReyes, and to witness their talent and vision firsthand. More from @mmurph:

Menlo Ventures @MenloVentures

Menlo is investing in @FactoryAI 🚀 Proud to back Factory as they build the system that automates the entire software lifecycle: planning, review, testing, security, documentation, all of it. Coding has gone from $550M to $30B+ in two years, but generation was only one piece. Factory closes the rest of the loop with a shared, governed, model-agnostic platform. Excited to partner with @matanSF and @EnoReyes, and to witness their talent and vision firsthand. More from @mmurph:

Factory @FactoryAI

Announcing our new and improved Analytics, giving engineering leaders transparency into consumption, model efficiency, and adoption, broken down by model and by user across every session in the organization.