Greylock's portfolio splits in two at the published contract: 47.3 against 24.4

Greylock's portfolio splits in two at the published contract: 47.3 against 24.4

Greylock Partners has 157 portfolio companies on the apis.io network, and 91 of them (58%) publish APIs we index. Those 91 average 37.8 on the Kin Score and 24.2 on Agent Readiness, which puts the portfolio in the thin band. That average hides a split. 57 of the 91 have an API count on a published basis, and they average 47.3 with an agent score of 33.8. The other 34 have a count we arrived at by splitting what they publish, and they average 24.4 with an agent score of 10.3. Every one of the portfolio’s 21 human-only providers is in that second group.

The top of the book

Provider Kin Score Agent Readiness APIs
Anthropic 88.8 exemplar 46.7 agent-ready 6
OpenAI 84.4 exemplar 57.1 agent-native 19
LinkedIn 74.8 exemplar 41.9 agent-ready 17
Okta 74.3 exemplar 53.0 agent-ready 3
Revolut 70.0 exemplar 53.9 agent-native 8
Lightfield 69.4 exemplar 65.6 agent-native 1
Cloudera 66.8 exemplar 27.4 agent-aware 38

There are eight exemplars and eight strong providers. After that come 26 developing, 28 thin, 16 emerging and 5 minimal. The interesting providers are not at the top. Lightfield has one API and the best agent score in the portfolio, at 65.6. Common Room scores 63.8 on agents from three APIs. Cloudera has the most APIs in the book (38) and is only agent-aware. In this portfolio, breadth does not predict agent readiness.

The human-only tail

The 21 human-only providers include companies an agent would plausibly want to call: Wiz (14.6, agent 0.0), Roblox (28.2 with eight APIs, agent 3.1), StackBlitz, Domo, Abnormal and Clockwise at 0.0 on both scores. Several of them, Modular and Reduct for example, score in the forties on the Kin Score and 2.5 on agents. That pattern points to documentation that exists without a contract behind it. A split API count is not a penalty, and it says nothing about product quality. It means the portfolio company did not hand us one contract per API, so we had to cut its surface up ourselves.

It is also worth being clear about what we did. The split counts are our work. Greylock’s portfolio companies should not be credited for them, and they are not blamed for them either. They score low because there is less first-party material for the rubric to read.

Takeaway

Greylock invests at pre-seed, seed and Series A, so the thin average partly reflects how young the book is. The AI companies at the top show that a young company can score well when it ships a contract early. For the 34 split-basis companies, the cheapest change is one published OpenAPI per product. The other 66 companies have no published API on the network, and no number for them would be honest until they do.

See the full portfolio at apis.io/vcs/greylock/.

← Canonical scores 74.8, exemplar, on 117 contracts and only twelve percent of them are callable
mabl says the author cannot be the only verifier →