Monitor fleet-wide autonomous agent runs with local recording and cloud view

Monitor fleet-wide autonomous agent runs with local recording and cloud view targets a $18.0B = 300,000 mid-large enterprises x $60K ACV. Assumes broad enterprise need for observability/security stacks that cover agent and endpoint telemetry. total addressable market with medium saturation and a year-over-year growth rate of 18-25% - security observability and agent usage are high-growth segments within SaaS and cloud-native tooling.

Key trends driving demand: Local-first telemetry -- developers run agents locally and need endpoint-aware collection to capture file edits and command sequences, creating a demand for local collectors that feed cloud dashboards.; Proliferation of autonomous agents -- more teams running multi-step agents increases the volume of agent runs to monitor and the frequency of risky actions.; Shift to hybrid observability -- buyers expect correlated data across endpoints, cloud services and application traces, favoring tools that natively ingest device-level events..