Isolated AI agents per customer - scoped memory, permissions, and logs

Isolated AI agents per customer - scoped memory, permissions, and logs targets a $4.0B = 200,000 organizations x $20k ACV, developer teams adopting AI agents and automation at scale across SMB to enterprise total addressable market with low saturation and a year-over-year growth rate of 50%+ driven by AI agent adoption and security/compliance tooling demand.

Key trends driving demand: Agent proliferation -- teams are deploying multi-tool agents which amplify cross-tenant risk and increase demand for isolation primitives; Enterprise AI compliance -- legal and audit requirements push teams to adopt per-tenant logging and data segregation; Shift to developer-first AI operations -- dev teams prefer programmatic, CI-integrated controls over manual policies; Vectorization and memory use -- persistence of embeddings and memory stores raises persistent leakage risks that require scoped controls.