Need to know
- Hud ships agentic rollouts that validate AI-written code at every step from pull request to production.
- GitLab Orbit reaches general availability, making AI agents cheaper and more accurate to run on GitLab.
- Serval raises $150M Series C at a $3B valuation, tripling from December, to take on ServiceNow with AI agents.
- Coveo acquires Anglera to help retailers make product data findable by AI shopping assistants.
- Deepgram acquires Pipecat-maker Daily to offer a complete open-source stack for conversational voice AI.
New Tools
Hud launched agentic rollouts, a deployment system that checks AI-written code against real runtime behavior at each step from pull request to production.
- The core problem: coding agents open pull requests in minutes, but those changes still wait days before reaching production because teams lack confidence in AI-generated code at scale.
- How it works: Hud monitors runtime behavior continuously through the deployment pipeline, blocking a change from advancing when its behavior diverges from expectations.
Bug0 released a QA agent that automates regression testing by replaying cached Playwright sessions, removing the need to rewrite tests after every UI change.
- Cached replay model: the agent stores Playwright interaction traces and replays them against new builds, so regression suites survive UI updates without manual rework.
- Scope of automation: the agent handles test execution and failure triage, surfacing only regressions that need a human decision.
Product Changes
GitLab Orbit, the company's layer for running AI agents with better accuracy and lower cost, moved from preview to general availability.
- What it changes: Orbit gives agents structured access to repository context so they operate on accurate information rather than stale or hallucinated state, cutting both error rates and token spend.
- Available now: any GitLab customer can enable Orbit without a separate contract or waitlist.
Allstacks updated Product Studio with shared workflows, team collaboration features, and direct code context so product and engineering teams can work from the same live view of delivery data.
- Shared workflows: product managers can now build, save, and share analysis workflows with colleagues rather than rebuilding queries individually each sprint.
- Code context: Product Studio pulls commit and PR data into product views, connecting roadmap decisions to actual development activity without a separate engineering metrics tool.
Raises and Valuations
Serval, which lets teams describe workflows in plain language and deploys AI agents to execute them, raised $150M in a Sequoia-led Series C at a $3B valuation, three times the $1B it reached in December when it closed a $75M Series B.
Reflex, which uses AI agents to build, deploy, and maintain custom business software in place of off-the-shelf SaaS, raised a $14M Series A led by Standard Capital with participation from Databricks Ventures, Y Combinator, Lux Capital, and Abstract Ventures, bringing total funding to $19M.
Mintive, which manages identity and trust for AI agents, raised $7M in a seed round led by Cowboy Ventures, with Coatue, Operator Collective, and Hustle Fund also participating, plus angels including former Google Chief Scientist Jeff Dean and OpenAI co-founder Andrej Karpathy, bringing total funding to $11M.
Liquidity Events
Deepgram acquired Daily, the creator and maintainer of Pipecat, the most widely used open-source voice agent framework, for an undisclosed amount, with both companies committing to keep Pipecat open source.
Coveo acquired Y Combinator-backed Anglera, a San Francisco startup whose agentic product data enrichment engine helps retailers make catalog data readable by AI shopping assistants, for an undisclosed amount, marking Coveo's first acquisition in five years.
Salesforce signed a definitive agreement to acquire Rune Technologies, whose edge-native platform helps U.S. military and allied logistics teams forecast supply needs and make decisions in disconnected environments, for an undisclosed price.