
Our Take
This is growth analytics for AI agents and bots rather than human users, which sounds niche but honestly, as autonomous agents start doing more of the browsing and transacting online, there's going to be a massive need for tooling that actually understands agent behavior. The agentic web angle is a bold positioning play — they're betting the farm on a world where computers talk to computers way more than they talk to humans. I'd want to see real traction numbers before calling this a sleeper hit or just early to a market that hasn't arrived yet.
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