Signal log.

The $638B RPO (remaining performance obligations) and AI data center expansion directly support the thesis that Oracle's data SoR is becoming the substrate's substrate for agent workloads, with queryable history at scale.

The headline and summary indicate ServiceNow is generating substantial AI revenue from its existing records-rich platform, directly supporting the thesis that SoR incumbents monetise agent SKUs from the records they already own.

The headline reports that monday.com's AI ARR doubled sequentially, validating its seats-plus-credits pricing model. This directly supports the thesis that SoR platforms are monetizing the records they own via agent SKUs, and that disciplined work tracking (a clean, modern SoR) is becoming AI readiness — a positive signal for the MNDY position.