DevDay is today and Managed Agents is meant to cover long running tasks, stateful sessions, secure sandboxes and scheduled runs, which is close to a description of what ServiceNow sells. NOW closed at 131.45 on Monday, down 3.1 percent, and the software names have fallen two sessions running. The argument against the panic is self hosting. Firms that cannot send data outside their own walls are exactly NOW's installed base, and NOW already sits inside them. Also worth noting that Agent Builder and Evals get wound down after 30 Nov, so whoever built on them has two months to migrate. Holding into the keynote, would add under 125.