Enterprise AI is creating uncertainty across the software sector, but The State of Agentic AI: The Four Key Questions Defining the Enterprise AI Race argues investors should focus on four key questions: the size of the agentic AI opportunity, the pace of enterprise adoption, which companies are best positioned to win, and how AI business models may evolve.
Arjun Bhatia, co-group head of technology, media, and communications in equity research, suggests AI’s largest opportunity lies in improving white-collar productivity rather than expanding software spending. He also estimates a roughly $4 trillion market for agentic AI, while enterprise adoption remains in early stages.
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