Management attributes the surge in demand to AI coding assistants compressing development cycles, shifting the bottleneck from building software to understanding if features actually work. The company is repositioning as a 'system of context' for AI agents, arguing that LLMs on raw data warehouses lack the behavioral logic and structured data required for accurate reasoning. Q4 performance was driven by balanced execution in the enterprise, achieving the highest net new ARR since 2021 without relying ...