The brief

Analyst view

• $200M Series D in September 2026 at $5B valuation, up from $1.5B in April.
• Autonomous agents explore code, plan changes, run tests, revise, and submit PRs.
• Hundreds of thousands daily active developers. Standardized at EY and RBC.

Technical approach

As reported

Multi-step autonomy

Plan and execute workflows

A Droid gets a goal like 'fix database bug'. It explores the repo, plans changes, edits files, runs tests, revises, and submits a pull request.

Model flexibility

Switch between LLMs

Factory routes work to different models (Claude, DeepSeek, others), choosing the best tool. Avoids lock-in; optimizes for cost and latency.

Enterprise integration

Built into developer tools

Droids integrate with VS Code, CLI, and SDKs, embedding into workflows developers already use daily.