AI Industry Landscape

Two Weeks, Three Deals: The Agent Control Plane Is Being Assembled

ServiceNow Armis. Palo Alto Portkey. Cisco Astrix. In thirteen days the enterprise security incumbents stacked three deals onto the agent-era control plane. Each one occupies a different layer.

ServiceNow Armis and the Agent-Era Control Plane

Cloud era split the control plane into three layers. Agent era is splitting the same way with different vendors. ServiceNow just spent $7.75B to own the middle layer. The bottom layer is still open.

Cisco Told the World AI Must Be Governable. Here Is What That Actually Requires.

What the LiteLLM Supply Chain Attack Means for Enterprise AI