The enterprise market for AI agents will be one of the most substantial markets of our generation. The frontier labs have produced models that can reason, write, plan, and code at a level that would have seemed impossible three years ago. And yet, walk into any large enterprise today and the distance between what these models can do in a research demo and how employees are actually using them remains enormous.
That gap is where the value of this cycle gets built. Model capability is racing ahead; deployment inside real companies is not. Closing that distance is one of the hardest product, infrastructure, and change management problems in software today, and the company that solves it for the modern enterprise will be one of the defining businesses of the decade.
Enter Dust.
Dust is the platform for building, deploying, and running AI agents inside the enterprise. Employees can spin up custom agents grounded in their own company’s data and tools, share them with colleagues, and compose them into workflows that get real work done. It is the missing layer between the model and the org chart.
I have been closely following Dust since their seed, and few teams have impressed me more along the way. Co-founders Gabriel Hubert (CEO) and Stan Polu (CTO) are second-time founders who have been building together for over a decade. They started a data analytics company that was acquired by Stripe in 2015, where they both stayed for years and became standouts inside one of the most demanding engineering cultures of the modern internet. Stan went on to become a research engineer at OpenAI on the reasoning team, working on mathematical reasoning in large language models. Gabe went on to lead product at Alan, the European healthtech unicorn. Few founding pairs combine that depth of AI research with that level of product and operating craft, and even fewer have the muscle memory of a long working relationship to draw on. Gabe and Stan do.
What has always set Dust apart, beyond the team, is the taste. The product is multiplayer from the ground up: agents are objects you build, share, fork, and improve with your colleagues, not single-player toys. Quality compounds with usage, because every interaction adds context, connections, and judgment to the system; the more an organization uses Dust, the more uniquely valuable Dust becomes to that organization. And the product is genuinely, deeply usable, which sounds obvious until you sit through a procession of enterprise AI demos and realize how rare it is. Gabe and Stan obsess over the small details in a way that reminds me of the best consumer product teams, and it shows on every screen.
At Wing, we believe the next decade of enterprise software will be defined by the platforms that take general-purpose intelligence and turn it into specific, accountable work inside real companies. Dust is doing exactly that, with a level of conviction, craftsmanship, and customer love that is rare at any stage. We are proud to back Gabe, Stan, and the entire Dust team on their Series B.
If you want to join one of the most exciting teams in enterprise AI, check out Dust’s careers page.
