User count = humans + agents
We said enterprises would hire agents before they could manage them. What we underweighted is that everyone else would acquire agents as users, and would have no way to see them.
AI infrastructure
Future #2: Trust Is the Missing Layer Between Foundation Models and Proprietary Data
Bee Partners on Future #2: the evaluation, enrichment, integration, and deployment stack that turns foundation models against proprietary data from a pilot loop into production.
…and we’re off: vibe coding at Bee Partners
The Q1 2025 LP letter is the first Bee Partners letter assembled predominantly with AI assistance. Portfolio company updates were drafted by AI; this is what the operating threshold looked like from the inside.