Airtable Bets on Standalone AI Agent Platform as Valuation Resets and Cash Pile Endures

New updates have been reported about AirTable.

Airtable is pivoting from being solely a no‑code app platform to positioning itself as an AI‑native software company, anchored by the launch of Superagent, its first standalone product in 13 years. Founder and CEO Howie Liu is making this move after the company’s private valuation fell from $11.7 billion in 2021 to about $4 billion on secondary markets, even as Airtable retains roughly $700 million of the $1.4 billion it has raised and is currently generating cash. The business today serves over 500,000 organizations, including 80% of the Fortune 100, and employs more than 700 people, giving it a substantial installed base and balance-sheet strength from which to fund long‑term AI bets without returning to capital markets. Superagent is designed around “multi‑agent coordination,” where a central coordinating agent breaks down a complex question into parallel tasks handled by specialized AI agents, and then delivers structured, interactive outputs such as market analyses, data visualizations, and filtered timelines, rather than static text responses.

Strategically, Airtable is using Superagent both to diversify its revenue potential and to future‑proof its core product portfolio in a market where AI agents are rapidly becoming table stakes. The company has reinforced this shift with key talent and M&A moves, including hiring former OpenAI ChatGPT business engineering lead David Azose as CTO and acquiring AI agents startup DeepSky (formerly Gradient), whose founding team will run Superagent semi‑independently. Superagent taps premium data sources like FactSet, Crunchbase, SEC filings, earnings transcripts, and company news to produce investment theses, competitive assessments, and client briefings; early pricing discussions point to a SaaS model in the $20–$200 per user per month range with generous compute credits, with Liu explicitly deprioritizing near‑term margin optimization in favor of adoption and product maturity. While competition from major AI and productivity platforms is intense and the technical distinctions Liu draws between “true autonomous agents” and LLM‑powered workflows may not fully resonate with buyers, Airtable’s sizeable capital reserves give it room to experiment at scale. Liu frames the post‑bubble valuation reset as a recruiting and equity‑incentive advantage, arguing that new hires receive more attractively priced options with meaningful upside if Superagent and the broader AI-native strategy succeed, and he characterizes this phase as “wartime” leadership focused on speed of adaptation rather than defending legacy positioning.