20 May 2026Leopold’s 13F, Kled Founder Joins, Not Liable, Demis is an Angel, EQT €5B Fund, Disco Balls
Dust's Gabriel: $40M Series B, Datadog & Snowflake
Gabriel of Dust announces a $40 million Series B with strategic investments from Datadog and Snowflake, positioning Dust as a product-focused company used by AI-native firms ranging from Clay to 1Password. He maps two waves of enterprise AI adoption—chatbots, then agents—and says successful adopters combine convinced leadership, high talent density, and growth ambition, with Dust enabling "multiplayer" AI across teams. On token maxing, he calls it a crude input proxy that should give way to outcome metrics, and discusses the shift toward outcome-based services pricing, citing Sequoia's Julien Beck essay, plus Dust's focus on internal workflows like documentation and sales-product collaboration.
23 Nov 2025etn. - LIVE from Slush
Gabriel Hubert, Dust: agents as coworkers in fast-moving companies
Dust co-founder and CEO Gabriel Hubert explains how fast-moving companies like Cursor and Clay use Dust to design, deploy and maintain agents for internal workflows, with over $6M ARR in June and $22M raised with Sequoia. He argues agents should roll out like spreadsheets — adopted bottom-up by non-technical employees rather than gated by a central team — and that augmenting people beats replacing them. He also shares the founding story: his co-founder Stan left Stripe for OpenAI's reasoning team before they started Dust, after Gabriel himself sold his previous company to Stripe.