GitLab Act 2

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GitLab is undergoing a significant transformation to lead in the agentic era of software development. This involves a generational rebuild of its underlying infrastructure to handle machine-scale work, reengineering Git for machine scale, and moving from a monolith to modern, API-first, composable services. Agent-specific APIs are being built to allow agents to act as first-class users. The platform is also reimagining CI/CD as an orchestration service that coordinates agents across the full lifecycle, validating work, enforcing guardrails, and driving change to production at machine rate. A key focus is on building a connected data model that accumulates context over years of team work, enabling agents to deliver better results with fewer tokens. Governance, including identity, audit, and policy, is being built into the core platform services to enable enterprises to move fast while maintaining control. GitLab is building one platform that operates across human-owned, agent-assisted, and agent-autonomous work, delivering it cloud and model neutral. The business model is evolving to include consumption pricing for agent work, with plans to introduce more flexibility to mix subscription and consumption models. The company is also adopting new operating principles: Speed with Quality, Ownership Mindset, and Customer Outcomes, built on a culture of excellence.