Sycamore Raises $65M Seed Led by Coatue and Lightspeed for Enterprise Agent Deployment

$65M seed rounds aren't seeds — they're Series-A sized commitments wearing seed pricing for option-value reasons. The signal isn't the round size; it's the angel list. When the former chief scientist of OpenAI and the CEOs of Intel and Databricks all write checks into the same agent infrastructure company, the bet is that "enterprise agent ops" becomes the next Datadog/Snowflake category. Most of these will fail; one or two will be worth $100B. Pay attention to who Sycamore wins as design partners.