Our Latest Research
$164bn of value at risk from impact of open agentic AI protocols on enterprise application market
Based on the current market trajectory for Agentic AI and the Model Context Protocol (MCP), Information Matters estimates a significant portion of the projected $690 billion global enterprise software spend in 2030 is considered “at risk” of disruption.
Agentic AI will change the structures of firms and markets
Information Matters research estimates that agentic AI adoption over the coming 5 years will transform firm and market structures with up to $9 trillion in fully orchestrated revenue from agentic commerce globally by 2030. Why do firms exist if the invisible hand of the market is so powerful? The economist Ronald Coase asked that in…
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The Future of Global Trade: Why “Agentic EDI” is a $95 Billion Opportunity
In our latest report, Agentic EDI: Market Opportunities and Market Forecasts 2024–2030, Information Matters explores a world where AI agents don’t just “pass files”—they make autonomous decisions to drive supply chain outcomes…
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The Hidden Agentic AI Tax
Beyond the hype of autonomy lies a complex web of compounding costs. Research data reveals that while Agents promise to replace labor, they introduce an “iteration tax” that can balloon operational spend by 500%. We believe agentic AI will transform business over the medium to long term but in the short term (1 to 3 years)…
