Veeam, Commvault, Cohesity, Rubrik, Veritas and before them, HPE, Dell, IBM, and others spent 45+ years building backup and disaster recovery products to help businesses recover if they’re hit with ransomware, their data is corrupted, or they’re audited by a federal agency. These products generate $30B+ in revenue annually (and are large offerings for the hyperscalers as well).

These products take snapshots of a business’s data, replicate it across hard drives, and store the data in cloud (e.g., some enterprises still use tape storage!) or hot (e.g., Pure Storage’s flash storage recovery solutions) storage depending on how likely the data is to be needed again.

But those products were designed for a human-oriented world, where humans make decisions and update data manually, or at most, in large batches. The AI-native enterprise is going to run millions of agents simultaneously. And those agents are increasingly running read, write, update, and delete operations against core systems of record and making independent decisions based on context and LLM logic. Even the agents themselves change more rapidly (model post-training, harness optimization, context retrieval) than an individual employee as well.