Signal log.

ServiceNow's Control Tower Alliance formalises AI governance as a set of structured, named operations (security tooling, workflows, oversight) rather than ad-hoc conversational actions, reinforcing P4's test of structural verbs over conversational actions.

ADP's Q3 earnings call highlights AI-driven enhancements to its Employer Services and PEO segments, which center on durable employee records (P1). This aligns with the thesis that records-rich platforms like HRIS become agent infrastructure as AI adoption accelerates.

JFrog's artifact management platform is a durable record system (P1) for software binaries and dependencies, and its 29% revenue growth and strong FCF signal that it is strengthening as a substrate in the AI-driven development boom, aligning with the thesis that records-rich platforms become agent infrastructure.