Asymptote Labs

The product

What Asymptote Labs is building

Asymptote is building the system of record for what AI agents actually do inside a company. The foundation is Beacon, an MIT-licensed, open-source telemetry layer that captures activity from Claude Code, Codex, Cursor and 20+ other agent harnesses: prompts, commands, file edits. It normalizes all of it into one runtime data model that extends OpenTelemetry. The point is the security team's question, "what did this agent do, and on whose behalf?", which today has a different answer format for every tool. Beacon routes that normalized record into existing SIEMs and rolls out through MDM, so it lands on endpoints the way security teams already deploy software. The paid platform sits on top of that data. It intercepts live agent activity and enforces policy at the prompt and tool level, blocking risky actions such as data leaks before they happen. It also runs detections for data leakage, insider threats, AI supply-chain risk and wasteful agent workflows, and the company says findings surface within minutes of deployment. The stated roadmap extends from security into engineering reliability, platform governance, AI FinOps and self-improving agents. In other words, the same telemetry becomes the substrate for cost and quality, not just risk. The open-source-first motion is working as a distribution channel: Beacon launched in May 2026, hit No. 3 on GitHub's global trending list in September, and its stars grew more than 460% that month. Tower Research Ventures, the lead, found the company through Beacon and is evaluating it on its own endpoints.

The money

Why this matters

Coding agents went from autocomplete to processes that run shell commands, edit files and call internal tools with a developer's credentials. That shift happened faster than security tooling adapted: EDR sees a process, not an agent's intent, and each harness logs differently, if at all. Asymptote's bet is that the winning layer is the normalized telemetry standard, the thing every downstream detection, policy engine and cost dashboard needs. Building it as MIT-licensed open source and extending OpenTelemetry, rather than inventing a proprietary schema, is how you become that standard before incumbents bolt it on. The fact that regulated enterprises are among Beacon's earliest adopters is the right early signal for this market.

Investors: Tower Research Ventures (Jared Young), Lytical Ventures (Lucas Nelson), 1984 Ventures (Ramy Adeeb), South Park Commons, Angels: Kevin Tian, Rahul Madduluri (Doppel co-founders), Feross Aboukhadijeh (Socket)