INDEPENDENT ANALYST RESEARCH
The agentic AI sector, written for the people making the decisions.
Detailed market reports, weekly news commentary viewed through our Agentic AI framework and hypotheses, and thematic deep-dives — built on a proprietary database of more than 600 agentic AI vendors. Primary and original sources only.
Latest research published 13 May 2026 · Written by Dr Martin De Saulles and the Information Matters team.
Agentic AI Research & Comment
Coding agents: the 2026 landscape
Information Matters Report #IM107 — Category Report. May 2026. Twelve coding-agent vendors scored together through the IM Framework. Defensibility against erosion, Disruption Potential as a forward-looking construct, and Trajectory Profile across the eight scenarios from our Eight Futures Macro Briefing. The first published Category Report under the new framework methodology surfaces a cohort being reshaped…
The AI sovereignty thesis: three elements and where each compounds
When we published Sizing the European Agentic AI Stack eight days ago, the headline number was $5.5B for 2026 — Europe at 13 to 17 per cent of the global agentic AI market against a 17 per cent share of global GDP. The instinct, especially from US-headquartered readers, was to treat that as a gap…
Continue Reading The AI sovereignty thesis: three elements and where each compounds
Eight futures for agentic AI
Information Matters Report #IM105 — Macro Briefing. May 2026. Download the full briefing — 16 pages — here Most analysis of agentic AI implicitly assumes one future — capabilities will keep leaping, or commoditisation will eat the model layer, or regulation will fragment the market. None of these is provably correct in 2026. All have…
Agentic AI in legal services: where the moats sit and where the pressure builds
Information Matters Report #IM106 — Sector Context Briefing. May 2026. Download the Full report – 28 pages – Agentic AI in Legal Services Twenty vendors are doing meaningful agentic AI work in legal services as of May 2026 — from the elite-firm platforms Harvey, Lexis+ Protégé and CoCounsel, to the plaintiff-vertical specialists EvenUp and Eve…
Continue Reading Agentic AI in legal services: where the moats sit and where the pressure builds
