Detect runaway AI agent spend same day with 3-sigma baseline alerts

Detect runaway AI agent spend same day with 3-sigma baseline alerts targets a $3.6B = 120,000 companies running production AI/agent workflows x $30,000 ACV. Rationale: 120k orgs includes mid-market and enterprise teams adopting LLMs and autonomous agents; enterprise purchase for per-team monitoring and enterprise integrations tends to justify $20k-50k ACV. total addressable market with medium saturation and a year-over-year growth rate of 40% annual growth in addressable companies adopting LLMs and agents, driven by new agent-based products and API consumption growth..

Key trends driving demand: Agentization of workflows -- more teams deploy autonomous agents that have budgets and can take actions autonomously, increasing unpredictable spend patterns and need for agent-level monitoring.; Provider metering improvements -- OpenAI, Azure OpenAI, and cloud providers expose near-real-time usage logs and webhooks, enabling faster detection than monthly invoices.; FinOps maturity for AI -- finance teams are extending cost governance to ML/LLM usage, increasing willingness to pay for tooling that prevents surprise bills.; Shift to event-driven observability -- teams already instrument logs and traces, so adding cost signals per agent fits existing observability workflows and consoles..