Scramble — Infrastructure Governance Runtime for Multi-Country Enterprises. Synthesized from market analysis, competitor deep dives, GTM battlecards, and competitive advantages tracker.
| Segment | 2025 Market | Scramble % | TAM 2025 | 2030 Market | TAM 2030 | CAGR |
|---|---|---|---|---|---|---|
| IDP / Platform Engineering | $5.8B | 40% | $2.3B | $23.9B | $9.6B | ~23% |
| IaC Management/Governance | $1.3B | 60% | $0.8B | $5.5B | $3.3B | ~24% |
| Cloud FinOps | $14.5B | 5% | $0.7B | $26.9B | $1.3B | ~13% |
| AI Agent Governance | $0.5B | 30% | $0.15B | $5.0B | $1.5B | 35-51% |
| Total | ~$4.0B | ~$15.7B |
| Competitor | Category | Funding | Headcount | Revenue | Threat | Key Gap |
|---|---|---|---|---|---|---|
| Harness | AI-Native DevSecOps | $614M | ~1,200-1,600 | ~$250M ARR | HIGH | 3-level hierarchy, no discovery, pipeline-scoped gov |
| Spacelift | IaC Orchestration | $73.6M | ~130 | ~$15M ARR | MED-HIGH | Spaces are flat RBAC, no discovery, pipeline-bound |
| Pulumi | IaC Platform + AI | $252M | ~135 | ~$48.7M | MEDIUM | No org taxonomy, no cost mgmt, code-project-scoped |
| Env0 | IaC Automation | $42M | 50-80 | 5x growth '25 | MEDIUM | No discovery, flat org model, OPA-only |
| Port | Developer Portal | $158M | ~200 | 300% YoY | MEDIUM | Portal not governance, no policy engine, no discovery |
| Humanitec | Platform Orchestrator | ~$30-50M | ~65 | Undisclosed | MEDIUM | K8s-centric, no multi-country gov, DX-first |
| Backstage | OSS Portal Framework | Spotify-backed | N/A | 89% OSS share | MEDIUM | Portal only, no governance, maintenance burden |
| Cortex | Developer Portal | $112M | 50-100 | 400% growth '23 | LOW-MED | Scorecards not governance, no infra layer |
| Kubiya | AI DevOps Agents | $12M | ~20 | Undisclosed | LOW-MED | No infra context, no taxonomy, task-level RBAC |
| OpsLevel | Developer Portal | ~$20M | ~49 | Undisclosed | LOW | K8s-only catalog, no funding since '22 |
| System Initiative | Visual Infra Modeling | $24.2M | 11-50 | Early stage | LOW | Experimental, no governance model |
| Massdriver | Cloud Operations | $12.5M | ~7 | Undisclosed | LOW | 7 employees, no enterprise traction |
| Capability | Scramble | Harness | Pulumi | Env0 | Spacelift | Humanitec | Port | Backstage |
|---|---|---|---|---|---|---|---|---|
| 5-Level Org Taxonomy | Native | 3-level | 3-level | Flat | Spaces (RBAC) | None | Build yourself | Flat |
| Infrastructure Discovery | X-Ray | No | Manual import | No | No | No | No | No |
| Dual Policy (JS+OPA) | Native | OPA only | CrossGuard | OPA only | OPA (7 pts) | Config-centric | None | None |
| Jurisdiction-Aware Policy | Native | No | No | No | No | No | No | No |
| Cost → Business Structure | 5-level | Tag-based | By project | By env | By Space | No | No | No |
| Event Envelope Architecture | Native | Webhooks | No | No | No | No | Automations | No |
| Agent Governance | Full phase | AI chatbot | Neo (prod.) | No | No | No | Agentic (early) | No |
| Multi-Cloud | Azure-only | Multi | 150+ provs | Multi-IaC | Multi-IaC | Multi | Agnostic | Plugin-dep. |
| Self-Hosted / Air-Gapped | SaaS only | Self-managed | Self-hosted | Hybrid | Air-gapped | SaaS | SaaS | Self-hosted |
| Regulatory urgency | EU AI Act (Aug 2026), DORA, GDPR |
| Multi-country | Typically 5–15 EU member states |
| Azure prevalence | Azure leads in regulated sectors |
| Budget | IT spend: 7–10% of revenue |
| Deal size | $1M–$3M ARR typical |
| Beachhead size | 150–300 qualifying enterprises |
| 3-year capture | 15–30 accounts = $15–60M ARR |
| Competitor | Model | Typical Enterprise Price | Gotcha |
|---|---|---|---|
| Scramble | Flat fee | $500K–$1.5M ARR | More usage = more value, same cost |
| Harness | Modules + seats + consumption | $23K–$41K/yr for 200 devs per module | Cost scales with executions + cloud spend |
| Pulumi | Per-resource-hour credits | ~$32.8K/yr Enterprise | 50K resources = $109K–$219K/yr |
| Env0 | Users + deployments | $349/mo Pro (10 users), custom Enterprise | Cost scales with deployment count |
| Spacelift | Per-worker (concurrency) | Custom, starts at 5 private workers | More parallel runs = higher cost |
| Port | Per-developer/month | ~$30–$78/dev/month | 100 devs @ $78 = $93.6K/yr |
| Backstage OSS | Free (personnel cost) | $500K–$2M+/yr in FTEs | 2–5 FTEs to maintain, 12+ months to prod |
| Gap | Who's Ahead | Scramble Status | When Closed | Framing |
|---|---|---|---|---|
| Multi-cloud | Harness, Pulumi | Azure-only | Scale phase (2028) | "70%+ of beachhead is Azure-primary" |
| AI agents in production | Harness AI, Pulumi Neo | Full phase planned | H1 2027 | "We build governance for agents, not agents without governance" |
| Self-hosted / air-gapped | Spacelift, Pulumi, Backstage | SaaS only | Scale phase | "Is governance need more urgent than hosting requirement?" |
| CI/CD maturity | Harness (since 2017) | N/A | Never | "Not our game. Use Harness for CI/CD, us for governance." |
| Analyst recognition | Harness (Forrester Leader) | Unknown startup | Post-Beta + traction | "We're building the category they haven't evaluated yet" |
| Category creation | N/A | Requires education | 12-18 months | "Lead with X-Ray tangible value; align with CNCF/Gartner" |
| Enterprise sales cycle | N/A | 9-18 months | Ongoing | "X-Ray as low-friction entry. Consulting bridges revenue gap." |
| Early-stage vendor risk | N/A | Pre-funding | With traction | "30-day POC on real infra proves value. Built on proven OSS." |
Code30 • Scramble Competitive Intelligence Dashboard • Confidential • February 2026
Data sourced from analyst reports, press releases, and competitive intelligence. Market projections are directional estimates.