OpenAI continues to bet on the AI agent direction, this time investing in a software company that specializes in multi-agent collaboration. The market's focus isn't on the $650 million valuation itself, but on the fact that this narrative isn't over yet and is even moving into more specific scenarios. As long as "agents" are repeatedly mentioned by investors, AI application and infrastructure names like $OP and $ENA still have the chance to be re-traded.