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Dust hits $6M ARR helping enterprises build AI agents that actually do stuff instead of just talking

by Investor News Today
July 6, 2025
in Technology
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Dust hits $6M ARR helping enterprises build AI agents that actually do stuff instead of just talking
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Mud, a two-year-old synthetic intelligence platform that helps enterprises construct AI brokers able to finishing complete enterprise workflows, has reached $6 million in annual income — a six-fold improve from $1 million only one yr in the past. The corporate’s speedy progress indicators a shift in enterprise AI adoption from easy chatbots towards refined techniques that may take concrete actions throughout enterprise functions.

The San Francisco-based startup introduced Thursday that it has been chosen as a part of Anthropic’s “Powered by Claude” ecosystem, highlighting a brand new class of AI firms constructing specialised enterprise instruments on prime of frontier language fashions relatively than growing their very own AI techniques from scratch.

“Customers need extra than simply conversational interfaces,” stated Gabriel Hubert, CEO and co-founder of Mud, in an interview with VentureBeat. “As a substitute of producing a draft, they need to create the precise doc routinely. Reasonably than getting assembly summaries, they want CRM data up to date with out handbook intervention.”

Mud’s platform goes far past the chatbot-style AI instruments that dominated early enterprise adoption. As a substitute of merely answering questions, Mud’s AI brokers can routinely create GitHub points, schedule calendar conferences, replace buyer data, and even push code critiques primarily based on inner coding requirements–all whereas sustaining enterprise-grade safety protocols.

How AI brokers flip gross sales calls into automated GitHub tickets and CRM updates

The corporate’s method turns into clear by means of a concrete instance Hubert described: a business-to-business gross sales firm utilizing a number of Mud brokers to course of gross sales name transcripts. One agent analyzes which gross sales arguments resonated with prospects and routinely updates battle playing cards in Salesforce. Concurrently, one other agent identifies buyer function requests, maps them to the product roadmap, and in some instances, routinely generates GitHub tickets for small options deemed prepared for improvement.

“Every name transcript goes to be analyzed by a number of brokers,” Hubert defined. “You’ll have a gross sales battle card optimizer agent that’s going to have a look at the arguments the salesperson made, which of them have been highly effective and appear to resonate with the prospect, and that’s going to go and feed right into a course of on the Salesforce facet.”

This stage of automation is enabled by the Mannequin Context Protocol (MCP), a brand new normal developed by Anthropic that enables AI techniques to securely join with exterior information sources and functions. Guillaume Princen, Head of EMEA at Anthropic, described MCP as “like a USB-C connector between AI fashions and apps,” enabling brokers to entry firm information whereas sustaining safety boundaries.

Why Claude and MCP are powering the following wave of enterprise AI automation

Mud’s success displays broader modifications in how enterprises are approaching AI implementation. Reasonably than constructing customized fashions, firms like Mud are leveraging more and more succesful basis fashions — notably Anthropic’s Claude 4 suite — and mixing them with specialised orchestration software program.

“We simply need to give our clients entry to the perfect fashions,” Hubert stated. “And I feel proper now, Anthropic is early within the lead, particularly on coding associated fashions.” The corporate expenses clients $40-50 per person monthly and serves hundreds of workspaces starting from small startups to giant enterprises with hundreds of staff.

Anthropic’s Claude fashions have seen notably robust adoption for coding duties, with the corporate reporting 300% progress in Claude Code utilization over the previous 4 weeks following the discharge of its newest Claude 4 fashions. “Opus 4 is probably the most highly effective mannequin for coding on this planet,” Princen famous. “We have been already main the coding race. We’re reinforcing that.”

Enterprise safety will get advanced when AI brokers can truly take motion

The shift towards AI brokers that may take actual actions throughout enterprise techniques introduces new safety complexities that didn’t exist with easy chatbot implementations. Mud addresses this by means of what Hubert calls a “native permissioning layer” that separates information entry rights from agent utilization rights.

“Permission creation, in addition to information & device administration is a part of the onboarding expertise to mitigate delicate information publicity when AI brokers function throughout a number of enterprise techniques,” the corporate explains in technical documentation. This turns into vital when brokers have the flexibility to create GitHub points, replace CRM data, or modify paperwork throughout a corporation’s know-how stack.

The corporate implements enterprise-grade infrastructure with Anthropic’s Zero Information Retention insurance policies, making certain that delicate enterprise info processed by AI brokers isn’t saved by the mannequin supplier. This addresses a key concern for enterprises contemplating AI adoption at scale.

The rise of AI-native startups constructing on basis fashions as a substitute of making their very own

Mud’s progress is a part of what Anthropic calls an rising ecosystem of “AI native startups”—firms that basically couldn’t exist with out superior AI capabilities. These corporations are constructing companies not by growing their very own AI fashions, however by creating refined functions on prime of present basis fashions.

“These firms have a really, very robust sense of what their finish clients want and need for that particular use case,” Princen defined. “We’re offering the instruments for them to form of construct and adapt their product to these particular clients and use instances they’re on the lookout for.”

This method represents a major shift within the AI business’s construction. As a substitute of each firm needing to develop its personal AI capabilities, specialised platforms like Mud can present the orchestration layer that makes highly effective AI fashions helpful for particular enterprise functions.

What Mud’s $6M income progress indicators about the way forward for enterprise software program

The success of firms like Mud means that the enterprise AI market is transferring past the experimental part towards sensible implementation. Reasonably than changing human employees wholesale, these techniques are designed to get rid of routine duties and context-switching between functions, permitting staff to give attention to higher-value actions.

“By offering common AI primitives that make all firm workflows extra clever in addition to a correct permissioning system, we’re setting the foundations for an agent working system that’s future-proof,” Hubert stated.

The corporate’s buyer base contains organizations satisfied that AI will basically change enterprise operations. “The frequent thread between all clients is that they’re fairly stemmed in direction of the longer term and satisfied that this know-how goes to vary plenty of issues,” Hubert famous.

As AI fashions develop into extra succesful and protocols like MCP mature, the excellence between AI instruments that merely present info and people who take motion is more likely to develop into a key differentiator within the enterprise market. Mud’s speedy income progress suggests that companies are prepared to pay premium costs for AI techniques that may full actual work relatively than simply help with it.

The implications lengthen past particular person firms to the broader construction of enterprise software program. If AI brokers can seamlessly combine and automate workflows throughout disconnected enterprise functions, it might reshape how organizations take into consideration software program procurement and workflow design—probably lowering the complexity that has lengthy plagued enterprise know-how stacks.

Maybe probably the most telling signal of this transformation is how naturally Hubert describes AI brokers not as instruments, however as digital staff that present as much as work every single day. In a enterprise world that has spent many years connecting techniques with APIs and integration platforms, firms like Mud are proving that the longer term may not require connecting all the pieces—simply instructing AI to navigate the chaos we’ve already constructed.

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