Systems of Record · 2026 → 2029

Sorbet.

A paper-traded $5,000 portfolio of public-market platforms that already own the records, ownership, and history AI agents need to do real work. Daily news scans, signal-driven decisions, three-year horizon.

Current value

$5,020.00

Cost basis

$5,020.00

P&L

$0.00

+0.00%

Holdings

30

Movers
  • TEAMAtlassian$88.88+0.00%
  • MNDYMonday.com$72.74+0.00%
  • ASANAsana$6.99+0.00%
  • MSFTMicrosoft / GitHub$414.44+0.00%
  • GTLBGitLab$24.05+0.00%
  • FROGJFrog$49.89+0.00%
See all 30 holdings →
Thesis · one paragraph

AI agents need structured, durable state. The platforms that already own those records — Atlassian, Salesforce, ServiceNow, Workday, Microsoft, Oracle, SAP, Intuit, Okta, Snowflake, Palantir, Veeva — become the agent control plane. Content/chat tools are secondary. We bet 25–30% IRR over three years.

Read the full thesis →
Buckets

Ten substrates the agent economy runs on.