Isolated per-customer AI agents with scoped memory and permissions

Isolated per-customer AI agents with scoped memory and permissions targets a $1.2B = 8,000 enterprise buyers x $100,000 ACV + 40,000 mid-market buyers x $10,000 ACV. Buyers are platform/security teams and developer teams at companies deploying customer-facing AI agents. total addressable market with medium saturation and a year-over-year growth rate of 30-45% driven by enterprise AI adoption and developer tooling spend.

Key trends driving demand: Customer-facing AI adoption -- more SaaS products expose agents and chat interfaces that create multi-tenant state to manage.; Shift to composable agent frameworks -- frameworks like LangChain and agent toolchains increase complexity of runtime integrations, raising need for isolation.; Regulatory scrutiny and security posture -- compliance teams require auditable, tenant-scoped controls for data and actions.; Observability-first developer tools -- demand for logs, tests and CI for AI workflows grows as incidents become costly..