Why We Invested in Tangled
TLDR
- byFounders invested in Tangled, a platform rethinking how developers and AI agents collaborate on code, not just how AI writes it.
Key Takeaways
- AI-assisted coding has driven a roughly 50% increase in professional developers over the last three years, per byFounders’ framing.
- Autonomous agents are now generating, reviewing, and testing code at a scale existing platforms were not designed to handle.
- Current developer platforms were built for humans opening pull requests and reviewing each other’s work; that model is under pressure.
- Tangled’s thesis: the biggest shift is not AI writing code but rethinking collaboration infrastructure between humans and agents.
Why It Matters
- If agent-generated code volume is outpacing what GitHub-style pull request workflows can absorb, the tooling layer becomes a bottleneck, not just a nice-to-have.
- byFounders’ investment signals conviction that developer infrastructure, not just AI models, is where durable value accrues in the AI coding stack.
- A 50% developer-count increase without a corresponding platform redesign creates real coordination and review debt that products like Tangled are positioned to address.
byFounders · 2025-06-10 · Read the original