Fleet-wide AI agent monitoring - live map, runs, secret and threat detection

Fleet-wide AI agent monitoring - live map, runs, secret and threat detection targets a $4.8B = 80,000 organizations x $60K ACV. Reasoning: target buyer set includes mid-market and enterprise engineering/security teams that would pay for enterprise-class agent monitoring, correlation, and threat detection at roughly $50K-80K ACV. total addressable market with medium saturation and a year-over-year growth rate of 25% - combines growth in security observability markets and rapid adoption of autonomous agent tooling among developer teams.

Key trends driving demand: Autonomous developer agents adoption -- more teams run local and cloud agents which increases the need for cross-device observability and governance.; Shift to endpoint telemetry funnels -- lightweight local collectors enable high-fidelity activity capture without heavy host agents, making fleet aggregation practical.; Composable security stacks -- organizations prefer specialized telemetry feeds into cloud platforms for correlation rather than shoehorning into legacy SIEMs..