Autonomous AI Outgrows Agents As Blitzy, XBOW And Google Deliver

Autonomous AI is moving from investor thesis to enterprise reality and the early results look less like demos and more like finished work.

Sanjot Malhi, who leads the global growth fund at Northzone, spent nearly two years building an investment thesis around it before the technology caught up.

“For the longest time it was a forward looking thesis, and the technology just didn’t exist,” he told me. “Then the tech showed up this year.”

Since Janaury his fund has backed Blitzy, an enterprise coding company that has raised $200 million at a $1.4B valuation, and XBOW, an offensive cybersecurity company that has raised $120 million.