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Markets2026-09-05 · source-backed
Announced September 1, with Farallon participating, up from $2.7B about three years ago on annualized revenue reported above $400M. HiBob framed the thesis around agents: as agentic workflows spread, something holds the trusted record of people, roles, skills, permissions, managers and org structure, and the round builds on a growing Slack-HiBob integration. Salesforce funding an HCM company it doesn't own is a bet that the permission and org graph is the durable moat in HR software, not the UI (HiBob).
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SaaStr's July 21 post argues against the "give agents a Postgres database and let them rip" position with four failure modes: 20+ agents each reinvent business rules without shared logic, downstream billing/BI/marketing need a canonical record, humans still need pipelines and...
Centralize came out of stealth July 29 with a $15M Series A led by NEA, with Salesforce Ventures, Y Combinator, and angels including Stewart Butterfield, total funding $19M since 2023. Founders Rachit Kataria (ex-Meta) and William Wang (ex-Slack) built agents called "Centra" t...
Fortune reported this week that CIOs and CTOs are reallocating roughly 40% of IT budgets from traditional SaaS subscriptions to agentic platforms and LLM tokens. I've seen plenty of "SaaS is dead" takes. This one comes with numbers, and the market reacted accordingly. On April...
Slack Code shipped August 20. You tag a coding agent in a conversation, it opens a project-specific channel, and the whole team watches the work happen: diffs, live HTML previews, feedback the agent picks up mid-run, approval gates before anything ships. Each channel keeps an...
SaaStr published its own invoice, and it's the best single data point I've seen on where agent economics actually lands. A year ago: 10-plus human Salesforce seats. Now: 2 human seats plus 1 API seat. And the bill went up 83%. Not down. Up. The mechanism is that 20-plus AI age...
Salesforce unveiled Headless 360 at TDX, and this is the most aggressive enterprise platform pivot I've seen. Every capability across Customer 360, Slack, Agentforce, and Data 360 is now accessible via APIs, MCP tools, or CLI commands. No browser. No clicking through the Sales...
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