One of a dozen.
There are perhaps twelve omni agents left standing. Three belong to labs. Microsoft's is captive to the suite and Google's to Workspace. The rest are neutral agents that climbed from somewhere, and one of them climbed from a yellow signature tab in San Francisco.
Docusign Agent holds the working context of 46% of the businesses it serves: every promise, every deadline, every clause they hate. Seat revenue is 5% of the business. The stock has more than doubled since 2026. Salesforce offers four times the market cap.
You killed your own pricing, stayed neutral toward everyone's data including your own, and kept the witness apart from the advocate. The acquirer at the end isn't a rescue. It's the incumbent that didn't do this, buying the one that did.
One path that gets here
A · Iris in every envelope. Price the agents as an IAM add-on, on top of seatsB · Reverse. Open the agreement layer to every agent, Copilot includedB · Use the position. You witness every agent's deal. Build the agent on that recordA · Keep building. Route to all the labs; stay neutral on everything but the customer