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The partnership uses ServiceNow's AI Platform to connect data and workflows for health plans, reinforcing its role as a durable record system (tickets, workflows) rather than unstructured content. This supports the thesis that SoR platforms become agent infrastructure.

Intuit's acquisition of Sequence strengthens its mid-market ERP and revenue management capabilities, directly enhancing its durable financial records platform—a core SoR category. This supports the thesis that records-rich platforms become agent infrastructure.