Agents are becoming software factories
Identifying opportunities, shipping code and monetizing
All autonomously
Our team at @KhalaResearch dove into investable universe of this emergant category to chart their progress:
KellyClaude by exYC founder Austen Allfred
Clawd.atg.eth by Austin Griffith of the ETH Foundation
Felix by Nat Eliason, vibe coding educator
Antihunter by Geoff Woo of Antifund w/ Jake Paul
and of course clawnch, leader of all lobsters
Its agent szn

AI Agents are becoming perpetual revenue generating machines
The ability to ship code more effectively than humans in a fraction of the timeframe provides an enormous opportunity to create an eternal revenue flywheel
This is the "Dawn of the Autonomous Software Factory"
Agents

Khala Research

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