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Startups & Venture·October 20, 2026·1 min read

Blackwall quadruples its valuation to $2.2bn as bots take over the web

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A $100 million Series C at a $2.2 billion valuation for a company fronting 'millions of websites' as bot traffic surges shows that the new perimeter is agent vs. agent, not human vs. bot. If your product is exposed to the open web, budget for a bot and agent security layer the same way you budget for CDN and WAF.

Startups & Venture

Daytona, which is building cloud infrastructure for AI agents, raised a $60M Series B led by FirstMark at a $1B valuation, bringing its total funding to $91M

A $1B valuation on $91M raised for ‘agentic cloud’ is capital voting that agents will want specialized runtime, not just generic IaaS. If you’re betting on agents at scale, start mapping what you need from infra — long-lived sessions, tool sandboxes, observability — and whether you want that from hyperscalers, a specialist like this, or your own platform team.