Market Opportunity
Durable runtime for production AI agents - persistent state and recovery targets a $1.2B = 200,000 developer teams x $6,000 ACV. Assumes a broad set of engineering teams that will standardize on agent infrastructure paying about $500/mo. total addressable market with low saturation and a year-over-year growth rate of 30-45% growth in agent adoption among SaaS products over next 3 years based on increasing LLM integration.
Key trends driving demand: LLM orchestration adoption -- many teams are moving from single-call integrations to multi-step agent flows requiring orchestration and state.; Shift to production-grade AI features -- SaaS vendors are shipping AI assistants and automation that need reliability and auditability.; Lower infra costs and managed services -- cheaper storage and managed compute reduce barrier to offering durable runtime as a service..
Key competitors include Temporal, LangChain / LangSmith, Pipedream, Custom infra using Kubernetes + object storage + databases.