Signal log.

The Aramco deal directly expands ServiceNow's AI workflow adoption across 50+ countries, validating that its structured ITSM verbs (incident, change, approval) are being deployed as agent infrastructure at scale, which supports the thesis that SoR platforms with structural verbs become the agent control plane.

Okta's expansion into AI agent authentication and permissions directly supports the thesis that identity systems are the control plane for agents, reinforcing the SoR moat for identity platforms.

MDB's 30% growth driven by enterprise AI workloads reinforces the Data SoR bucket thesis: agent economies need queryable, durable state at scale, and MongoDB's document model is a core substrate for that history and structure.