Visibility into AI coding agents - inspect agent requests and generated code

Visibility into AI coding agents - inspect agent requests and generated code targets a $9.6B = 1.6M software organizations x $6K ACV. Assumes global pool of 1.6M companies with engineering teams (SMB to enterprise) that would pay for developer observability and security tooling. total addressable market with low saturation and a year-over-year growth rate of 30% adoption growth in agent observability demand as agent usage in dev workflows increases.

Key trends driving demand: Agentization of development -- as agents move from autocomplete to autonomous code changes, interaction volume and risk grow, creating demand for visibility.; API-first model deployments -- more teams use hosted Claude, Codex and OpenAI APIs which makes proxy-based interception and logging practical.; Observability convergence -- dev teams expect request-level traces like APM and want the same for LLM agents, enabling integration points and UX conventions.; Rising compliance pressure -- regulations and internal policy teams increasingly require auditable logs of external AI requests and data flows..