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.
Enterprise AI
The holiday party term sheet: From PigeonsAI to TensorStax to Snowflake
Bee Partners backed Aria Attar and Biraj Silwal before the company had a name or incorporation papers. Roughly two years later, Snowflake acquired them.
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.
Future #1: Enterprises Will Hire Agents Before They Can Manage Them
Machines Have Won. The harder question is what happens after the enterprise hires a hundred agents and no one is managing them.
The Four Futures We Believe In
The Four Futures are predictions, and also where Bee Partners is already invested: four portfolio-tested convictions that define our thesis in the AI supercycle.