Beat
Agents at Work
Okta, IBM, Broadcom, and Dataiku each shipped standalone agent governance tools between August 24 and early September. They approach the problem from different infrastructure layers—identity, orchestration, security, observability—but the convergence signals one thing: the market is building guardrails before agents have standardized.
◆ Dana Ellison
Agents at Work
Salesforce counts 7 billion agentic tasks. Gartner predicts 40% cancellation. McKinsey says 93% are over budget. None of these numbers talk to each other — and that's shaping where billions get spent.
◆ Dana Ellison
Agents at Work
The same day Salesforce completed the Fin deal, it launched a governance layer for every agent in the enterprise. That double-down reveals a full-stack consolidation play.
◆ Dana Ellison
Agents at Work
The Trusted Enterprise AI Harness is the largest platform player's bid to own the management layer for every agent in the enterprise — including the ones that aren't Salesforce.
◆ Dana Ellison
Agents at Work
A new survey of 830 IT leaders shows direct financial impact has replaced productivity as the top AI success metric. But the budget tells a different story about where the money actually goes.
◆ Dana Ellison
Agents at Work
Sequoia is backing its third agent security startup in three weeks. The 'workforce graph' approach treats AI agents as non-human employees that need their own identity layer.
◆ Dana Ellison
Agents at Work
The CRM giant's third major acquisition in 2026 signals a push to own the entire enterprise agent workflow. Listen Labs walked away from a $125M Series C to pursue the deal.
◆ Dana Ellison
Agents at Work
The sales agent startup more than doubled its valuation in 13 months. Investors are betting that agents tied to revenue are more resilient than those tied to productivity.
◆ Dana Ellison
Agents at Work
Goldman Sachs is scaling Devin across thousands of engineers. Cognizant is generating 30% of its code with AI. The valuation is a lagging indicator of enterprise adoption that's already underway.
◆ Dana Ellison
Agents at Work
The enterprise agent security stack is finally forming. Investors are betting it's the last piece companies need before scaling.
◆ Dana Ellison
