E2B

We hit an annualized run rate of $120M in October. This year alone, we’re projected to add around $150M in net new revenue. This is an amazing milestone and a testament to the work of the @e2b team. I’m particularly excited about two things: 1/ This showcases how strong the tailwinds of AGL (Agent-Led Growth) can be. If you build a tool for agents and optimize your whole growth engine to serve them, you can see tremendous growth. This isn’t something you can just throw money at and buy. Agents don’t decide based on ads. You need a sophisticated growth engine that fine-tunes things like your AEO. I think this is what all future B2B devtool sales will look like. Increasingly, decisions about tool adoption will be made by agents, not humans. 2/ The use cases we’re serving. The majority of our revenue and usage comes from agents running in production. Not RL. When we started, we had two theses: (i) code is all you need—all agents will use code to complete tasks (which has turned out to be true); and (ii) sandboxes for agentic workloads will be a bigger market than sandboxes for RL workloads, but takeoff will be slower (still playing out). In the past 30 years, every company has become a software company. In the next 10 years, every company will have become an agent company. We’re building an infrastructure layer to power all these agents.

Should we start a Polymarket bet on when we hit 3B?

Ever wondered how @co_valenta and I started @e2b? A quick founding story how we got started by @co_valenta

You’d think I’d be the last person to say “sandboxes are dead.” But I’ll be the first to tell you that sandboxes aren’t the whole story for agentic infrastructure. A lot of the loudest takes here come from people who haven’t built agents that operate at scale. The reality is less convenient: there’s no single tool that fits every task. What matters is knowing what to use, when to use it, and which tradeoffs you’re making. Everyone feels like they need a strong take. It has to be A or B. In the real world at real scale, it’s usually some combination of both. The real world is messy. Infrastructure at scale is full of constraints you don’t see in a demo. If you haven’t dealt with them, it’s easy to mistake what worked for your agent for what should work for everyone. At @e2b, we believe agents will increasingly make these infrastructure decisions themselves. They’ll choose the resources and environments they need for the task, with the underlying infrastructure handling orchestration, isolation, and control. The only way to survive in AI is to keep building for where things are going. By the time you’ve built for what agents can do today, they’re already capable of more. And the easiest and fastest way to be wrong is to think your solution is the one. Sandboxes are part of that future. There’s a lot more to build around and alongside them. That’s what we’re building at @e2b

We're all wrong. Agents are the only one who are right. We should let agents pick what infra they want to use.

ClickUp Brain is doing the thing everyone says agents will do. Point it at your workspace and it writes code, runs it, hands back finished reports, decks, dashboards. Not just answering questions. Doing the work.

More than ever it's important that the security researchers and engineers have access to the same AI tools as the bad actors. This is a time race. All software is vulnerable and it's highly unlikely that any software out there is without vulnerabilities. But now we have a chance to fix enormous amount of these vulnerabilities.