Market Opportunity
Trust layer for AI agents: attest & validate MCP model context targets a $10.0B = 50,000 enterprises x $200K ACV (enterprise model governance + attestation for AI agents) total addressable market with medium saturation and a year-over-year growth rate of 30-40% -- driven by enterprise AI adoption and regulatory investment cycles.
Key trends driving demand: LLM agents proliferation -- more automated agents call model endpoints programmatically, increasing attack surface and the need for protocol-level trust.; Standardization of model interfaces (MCP-like specs) -- creates a uniform integration point to attach attestation & governance.; Regulatory pressure (EU AI Act / procurement policies) -- enterprises need verifiable provenance and audit trails, creating buying urgency.; Cryptographic tooling maturation -- sigstore-style signing and ephemeral key management make low-latency attestation feasible in production..
Key competitors include Arize AI, Truera, AWS SageMaker Model Monitor, Sigstore (open-source), OpenAI (Enterprise features / governance).