Agentic AI Research & Comment
The Hidden Agentic AI Tax
This piece, originally published in early 2026, looks at the hidden costs of running agentic AI in production — the parts of the bill that don’t appear in vendor pricing pages but show up materially in deployed-system economics. Eighteen months into the agentic-AI deployment cycle, the analysis below holds up; if anything, the gap between…
Sizing the agentic AI market: $40 billion now, $140 billion by 2030 — if three triggers hit
Information Matters has published its first quarter 2026 research report on the agentic AI market. The central estimate for 2026 is $40 billion, with a range of $33–$48 billion. That number sits deliberately between two much louder ones: the $12–18 billion you get from application-layer analyses that exclude the foundation-model layer, and the three-digit billions…
Last week, SpaceX acquired an option to buy Cursor for sixty billion dollars.
Cursor is a code editor — an application that software engineers use to write and edit code. It is three years old. It was founded in 2022 and until recently was largely unknown outside developer communities. In the past twelve months it has become, by some measures, the fastest-growing developer tool in the history of…
Continue Reading Last week, SpaceX acquired an option to buy Cursor for sixty billion dollars.
Three numbers came out this week that don’t quite add up.
PwC reports that 88% of US business leaders plan to increase their AI budgets over the next twelve months, driven specifically by enthusiasm for agentic AI systems — AI that doesn’t just answer questions but takes actions, runs processes, and operates with a degree of autonomy. Deloitte, surveying the same universe of organisations, finds that…
Continue Reading Three numbers came out this week that don’t quite add up.
Agentic AI Market Outlook 2026
This piece is a snapshot of how the major external analyst firms — McKinsey, BCG, Capgemini, IDC, and others — were sizing the agentic AI market through 2025 and 2026. The figures below remain useful as a reference for what the consensus analyst view looked like at the time. Information Matters’ own market sizing differs…
The Data-First Revolution: A Strategic Shift to AI Data Curation – Market Forecast Report
AI data curation market — forecast and analysis The AI data curation market is the picks-and-shovels layer of the agentic AI stack. Foundation models can only be as good as the data they are trained on; agentic systems can only act reliably on retrieval data that has been cleaned, structured and quality-checked; production AI deployments…
This Week in Agentic AI
This Week in Agentic AI – 22 April 2026
The latest news and research on Agentic AI for week ending 22 April 2026. Agentic AI Deployments Microsoft and Publicis Forge…
Agentic AI News and Research – 7 April 2026
Agentic AI Deployments How Agentic AI is being used by businesses and its impact Visa and Mastercard Expand Agentic AI Deployments…
Continue Reading Agentic AI News and Research – 7 April 2026
12 February
Agentic AI News – 12 February 2026 Industry Adoption and Strategic Investment Transforming Insurance: From Pilot Programs to Scalable Efficiency…
Enterprise AI: Shift to “Agentic” Models Accelerated by Operational Demands
The corporate world has moved decisively past the “experimentation” phase of artificial intelligence, according to a new study released today by…
Continue Reading Enterprise AI: Shift to “Agentic” Models Accelerated by Operational Demands
8 February 2026
Empowering the Corporate Workforce with Integrated AI Coworkers OpenAI has introduced “Frontier,” a specialized platform designed to transition artificial intelligence from…
