Govern AI tool access and execution with a standardized runtime

Govern AI tool access and execution with a standardized runtime targets a $12.0B = 100,000 organizations x $120,000 ACV. 100,000 is estimated count of mid-market and enterprise engineering orgs globally that will adopt AI infra platforms, ACV assumes team-level platform deal. total addressable market with low saturation and a year-over-year growth rate of 35%+ CAGR for AI infra and model ops adoption.

Key trends driving demand: Model heterogeneity -- multiple model providers and formats increase need for an abstraction layer.; Tool-enabled LLMs -- function calls and agents move logic outside the model, creating governance surface area.; Enterprise AI spend -- companies are shifting budget from experimentation to production, increasing demand for infra.; Regulatory scrutiny -- rising compliance focus on explainability and access controls increases demand for audit-capable layers..