200 products and 30+ partners is enough supply to turn SLB’s marketplace into a permissioned app store for oilfield workflows, with Tela acting like the agent router across Delfi/Lumi data. The closest crypto analogue is a curated module registry: identity, attestations, revocation, metering, and audit trails become the moat once agents can touch planning and operations. Open DePIN networks chasing industrial data need compliance-grade provenance and enterprise procurement hooks before they can compete with this kind of distribution.

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