Operations | Monitoring | ITSM | DevOps | Cloud

If there was a theme this month, it was making the hard parts of a telemetry pipeline less risky. For SIEM customers, we shipped an ASIM-native Microsoft Sentinel destination and automatic OCSF mapping in Pipeline Intelligence, two of the most-requested pieces for teams routing security data through Bindplane. On the platform side, we added config rollback, which turns "I changed something and now it is behaving differently" into a one-click trip back to a known-good version.

During the Toronto KCD (Kubernetes Community Days), I attended an insightful talk on AI resource optimization that highlighted a staggering Gartner study: “AI infrastructure is adding $401 billion in new spending this year alone. Yet, real-world audits tell a much darker story, revealing that average GPU utilization in the enterprise is stuck at a dismal 5%”. While many people in the audience were shocked by that number, the data didn’t come as a surprise to us.

AI is changing how teams work. Developers are generating code faster, security teams are automating investigations, and employees across the business are using AI tools to accelerate research, content creation, and decision-making. But this adoption comes with a catch. As usage explodes, it introduces a new set of security risks: a rapidly expanding attack surface, faster attack timelines, potential data exposure, and an alarming lack of visibility into how these tools are being used.

You know every service in your cluster by name. You know which team owns each one, what it talks to, how it scales, where its logs go. The agents are a different story. That’s not a criticism, it’s an observation, and it’s one we keep running into. Every company we talk to is shipping agents of some kind, from scales of 10s to 1000s. Customer service bots that field tier-one tickets. Internal copilots that draft emails and summarise meetings and write the boring half of every PR.

This edition of the Pulse is shifting lanes. We’re calling it the AI Economics Pulse now, because the question on every finance leader’s mind is whether AI spend and the returns on it can be made to pair at all. That question came to a head over the last few weeks. The bills came due, and they came due in public. Uber burned through its entire 2026 AI budget in four months and capped employee spending on Claude Code and Cursor at $1,500 a month.

Your engineers run Claude Code. Your designers are in Cowork. Half the company has Claude open in a browser tab, and a few are on Cursor. It’s on their laptops, each person authenticated a different way, and none of it touches your gateway. The only record you get is one lump-sum bill at the end of the month. Now you can capture it where it happens – on the laptop.