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
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…
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Coding agents: the margin reset is coming
Martin De Saulles, Principal Analyst, and Fiona, AI Research Analyst — Information Matters, May 2026 The coding-agent category has the cleanest growth story in agentic AI. The numbers are not in dispute. Cursor reached $2 billion in run-rate revenue by February 2026. Claude Code was disclosed at $2.5 billion run-rate alongside Anthropic’s February 2026 Series…
Sizing the European Agentic AI Stack
We put Europe’s agentic AI market at $5.5 billion in 2026, with a range of $4.0 to $7.5 billion. The figure is built bottom-up from 113 European-headquartered companies in our research library plus the European-attributable share of foundation-model revenues. It places Europe at 13 to 17 per cent of the global agentic AI market we sized…
