Scribble Ventures

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Today, we announced that @useOrb has entered into a definitive agreement to join @Adyen. @kshithappens and I have spent the past five years building Orb alongside some of the fastest growing companies in the world. The clearest thing we've learned: how companies price is changing faster than how they bill. AI has accelerated the shift toward consumption and outcome-based models, and the infrastructure underneath hasn't kept up. That gap is why we founded Orb, and joining Adyen is how we close it at global scale. Today's announcement doesn't change our commitment to our customers. Orb will continue operating as a stand-alone product, there will be no interruption in service, and our customers can continue to choose to work with their preferred payment processing partner. We're here for the long run, ensuring that our service continues to uphold "billing must be correct" as our customers pursue their most audacious revenue design goals. So why Adyen? Over the past several years supporting our customers' global growth, we've learned that billing at serious scale is only half the equation. The other half is moving money across markets, currencies, and enterprise requirements. Adyen has already built the foundational financial infrastructure that makes this possible. Joining them lets us build offerings that bring to life the vision of self-driving infrastructure for revenue optimization. We’re incredibly excited for Orb to only get better from here. To our team: thank you for all the hard work that you do every day for our customers. It has been, and continues to be, the pleasure of my professional life to work with all of you. To our customers: thank you for trusting us to support your growth and letting us partner with you. Thank you to our investors and supporters who’ve been with us on the journey. And thank you to my family for putting up with me talking about so, so many billing edge cases!

Today, we're opening Guild to everyone. AI agents are already in production. Reviewing code. Triaging tickets. Orchestrating workflows. The hard part isn't building agents anymore. It's controlling them once they're loose in your system. That's not a problem better models can solve. We need better infrastructure. Guild is the control plane for AI agents — a new management layer that lets you manage any agent, across any model. → Deploy production-ready agents in minutes → Control access to context and data at scale → See every action, by every agent, in real time → Share governed agents across your team and beyond Works wherever you do — GitHub, Jira, Slack, Notion, and more. If you're building agents for production, our open beta is live. guild.ai

I’m thrilled to announce we’ve raised $44M to build a new home for product design. Meet @noondesign. No workflow is more broken and fragmented in 2026 than the product designers’. The very same people who care most about building software don’t have software purpose built for them. @kushagrasinha7 and I have lived this problem first hand as designers ourselves. That’s why we built Noon. The first product design tool that works entirely on your product code, so you can design not only how a product looks, but also how it works. With AI at its core that works in seconds, not minutes. For the first time, you can create, iterate, build, test and ship. All in one canvas. No translations or roundtrips to the codebase and back. Comment “Get Noon” and we’ll get you on the list for early access.

The genomics revolution told us which genes cause disease. The next revolution is giving patients a pill that silences those genes. Not a $100K/year biologic requiring regular injections or a $1M gene therapy. A gene-silencing small molecule you can take at home. We're building this at @EnduraTx. Here's how. 🧵

Today, we announced our intent to acquire @BVNKFinance, expanding our end-to-end support of digital currencies with BVNK’s leading stablecoin-based payment Infrastructure. Together, we’re strengthening how fintechs, platforms and financial institutions connect traditional fiat and on-chain payments across rails, currencies, and regions.