The rise of the agentic enterprise
How autonomous workflows could reshape decisions, coordination and productivity�and where human oversight remains essential as AI moves from assistance to execution.
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Read articleFocus
AI is forcing software companies to question the economics of software itself
Agents can automate work previously performed inside applications, putting pressure on user-based pricing and established SaaS product boundaries.
Agriculture is entering another cycle where weather and technology collide
Climate volatility, fertilizer exposure and new agritech tools are changing how producers manage yield, input economics and uncertainty.
Strategic challenges
Can telcos become technology companies without losing focus on connectivity?
The challenge is finding adjacent businesses with enough margin and differentiation to justify moving beyond the network core.
What happens when insurance pricing softens but risk does not?
The challenge is maintaining underwriting discipline while catastrophe severity, technology investment and customer expectations continue to rise.
POV
The platform that owns the transaction may no longer own the customer journey
AI agents could separate discovery from execution, challenging one of the basic assumptions behind marketplace power.
The billable hour is becoming harder to defend when the hour disappears
Professional services will need to price judgment and outcomes rather than preserve economics built around human effort that AI removes.
Strategic impact
Liquidity innovation is becoming part of private-capital portfolio strategy
Secondaries, continuation vehicles and alternative structures are increasingly used to manage duration and return capital without forced exits.
Energy security is extending the strategic life of some oil and gas infrastructure
Disrupted trade routes and supply uncertainty increase the value of flexible production, storage and alternative export capacity.
What we observe
Food companies often manage commodity risk one input at a time
Weather, fertilizer, energy and logistics shocks can interact across categories, creating exposure that individual procurement models miss.
Banks often treat AI as a productivity program when it is becoming market infrastructure
As automated decisions spread across trading and credit, shared models and technology dependencies can create risks beyond individual firms.