Descriptions:
Floodgate partner and co-founder Ann Miura-Ko joins Bloomberg Tech to lay out her thesis on what she calls the “AI-pilled organization” — a new paradigm for how companies are being built and run in the age of agentic AI. Rather than simply shipping AI products, the most advanced companies are constructing internal “software factories”: systems where AI agents operate across engineering, sales, finance, marketing, and strategy simultaneously, compressing learning cycles to a pace traditional organizations cannot match.
Miura-Ko draws on ongoing research across more than 30 companies — spanning three-person startups through public companies including Ramp, Vercel, Decagon, and Harvey — to map who is genuinely running AI internally versus who merely sells AI-adjacent products. She finds that companies like Ramp have built proprietary internal harnesses enabling every employee to leverage agents, while most smaller startups lack the resources to replicate this infrastructure independently. The core bottleneck she identifies is knowledge documentation: agents require digitally recorded organizational context that most companies have never systematically captured.
For Floodgate, this gap translates directly into investment thesis: the firm is targeting infrastructure companies that can provide agent-enablement tooling to teams that cannot afford to build it themselves. Miura-Ko’s framework — developed through practitioner interviews rather than theoretical modeling — gives a concrete lens on where enterprise AI adoption stands today and what infrastructure layer needs to be built next.
📺 Source: Bloomberg Tech · Published August 26, 2026
🏷️ Format: Interview
