Signal log.

ServiceNow's "Autonomous Security" suite (Shift Zero) represents new agent SKUs built on top of its existing ITSM/workflow records — specifically named structural operations (catch, fix, escalate threats) modeled as automated verbs over durable security records, directly monetizing the SoR substrate. This aligns with the thesis that incumbents like NOW are shipping agent SKUs that monetize records they already own.

Oracle embedding Google's Gemini multimodal AI models into its enterprise applications reinforces the SoR thesis: Oracle's ERP/cloud stack (with its structured records, named verbs, and workflow engines) is being enhanced as an agent-ready substrate rather than replaced. Bringing AI capabilities into Oracle's existing business software deepens the structural verb layer, making agent-driven workflows more operable over Oracle's durable records.