Agentic AI - The Business & Opportunity

Last week, we focused on mechanism: how agentic AI works, what progress has been made so far, and what still needs to be done.

This week is about consequences. This is where we move from what agents are to what agents do to markets. Where value accrues as software shifts from advising humans to acting on their behalf. Where power concentrates in the stack, which companies are positioned to win, and which business models start to crack under pressure. It’s also where the timelines sharpen: what still has to break through, who’s working on it, and which signals tell you progress is real rather than performative.

We’ll map the emerging value chain, from compute and models to platforms, applications, and distribution. We’ll look at the bottlenecks that actually matter - reliability, autonomy, cost, integration - and how to spot when they’re being cleared. And we’ll zoom out to the human layer: how organizations change, which roles gain leverage, and where founders and operators can build meaningful advantage.

If last week’s edition helped you understand agentic AI, this week’s is about helping you position yourself around it.

If you want the distilled version, you can download the Agentic AI Deep Dive Summary at the end of this email - a concise brief you can save, share, or use as a reference for the years ahead.