The $100 billion bet that humans and AI can actually work together
Humans& and their fundraising round.
Humans& raised funding from the biggest names in AI – led by alumni from Anthropic, Meta, OpenAI, xAI, and Google DeepMind.
Most people read this as another AI company. I read it as the beginning of the most important shift in business technology since the internet (even though their website practically says nothing at the moment.)
What They’re Actually Building
Humans& isn’t building another chatbot.
They’re building AI specifically for coordination:
Multi-party collaboration systems
Complex workflow orchestration
Human-AI team decision making
Dynamic task delegation between humans and machines
This isn’t about replacing humans. It’s about making humans and AI work together seamlessly.
Finally.
Why This Changes Everything
The problem was never the technology. It was coordination.
Companies spend millions on AI systems that could optimize their supply chain. Months later, those systems would be gathering digital dust because the procurement team couldn’t figure out how to work with it.
Humans& is solving the real problem: How do humans and AI actually collaborate?
What The Market Is Missing
The coordination problem isn’t technical. It’s behavioral.
How do you design AI that knows when to lead versus when to follow?
How do you handle decisions that require both human judgment and machine processing power?
How do you manage accountability when humans and AI make decisions together?
Traditional AI development assumes these problems will solve themselves. They won’t.
The Economic Reality
McKinsey estimates that effective human-AI collaboration could add $13 trillion to global GDP by 2030.
But here’s the catch: that number assumes we figure out coordination.
Without it, companies will keep building AI systems that optimize for metrics humans don’t care about, while humans make decisions that AI can’t understand.
Microsoft: Building Copilot tools but treating coordination as a user interface problem.
Google: Focused on making AI smarter, not more collaborative.
Anthropic: Constitutional AI addresses safety but not workflow integration.
Most AI companies are still building tools. Humans& is building partners.
That difference will determine which companies survive the next wave of AI development.
That’s exactly what Humans& is betting on.
Why This Makes Sense
I’ve been telling my clients to look for AI companies that solve integration problems, not just capability problems.
Humans& represents the maturation of AI from a technology play to a business process play.
Their founding team’s pedigree isn’t just impressive – it’s strategically perfect. They’ve seen how the biggest AI companies think about human interaction. Now they’re building something specifically designed for it.
This isn’t about making AI more human. It’s about making human-AI teams more effective.
That’s a $100 billion market opportunity that most investors are still missing.
The companies that figure out coordination first won’t just win in AI. They’ll redefine what productive collaboration looks like in the next decade of business.