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Topic

Proprietary data, integration and governance

Grounding agents in email, CRM, logs, transactions and workflow data as the claimed source of durable advantage.

Current stories

build3 publishers

A bankrupt airline just set the public price for "how we actually worked": $10M, now $12.5M

Micro1's late $12.5 million topping bid for Spirit Airlines' internal records puts a number on operational archives. Every company with decades of email now has a valuation problem and a consent problem.

Perspective Coverage

3 publishers
Builder
Builder 30%
Operator
Operator 35%
Investor
Investor 35%

Reality

Evidence68
Adoption34
Hype gap+26
Incentives64
Confidence62
product1 publisher

When the agent does the work, the seat stops being a price

Investors at UBS's Venture Capital Summit expect surviving SaaS firms to drop seat-based economics. Product leaders now have to defend renewals on outcomes they can actually measure.

Publishers:ubs.com

Reality

Evidence24
Adoption
Insufficient
Hype gap+42
Incentives74
Confidence34