Open source and API-first companies are winning the agentic era. That is probably not a surprise anymore. If agents are going to discover and recommend tools, read docs, write code, call APIs, and help teams implement software, then companies built around open docs, public repos, and developer friendly APIs have a natural advantage. I went deeper into a few product companies that are not just well positioned, but already showing what agent led growth looks like.
- Supabase: Backend infra, from 1M users to 10M in 2 years.
- Resend: Email infra, from 9k paying customers to 92k in 1 year.
- PostHog: analytics infra, 99% ARR growth (year to year)
- n8n: automation workflows, from $2.5B to $5.2B valuation in ~6 months. The interesting part is that most of them did not start by building for agents. They found themselves in a very strong position because of how they already built and distributed their products. Full article here. submitted by /u/santanah8
Originally posted by u/santanah8 on r/ArtificialInteligence
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