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 5 May 2026 · Written by Dr Martin De Saulles and the Information Matters team.
Agentic AI Research & Comment
How Much AI Is Actually in S&P 500 Filings?
97 per cent of S&P 500 10-Ks mention AI. Only 11 per cent disclose it with substance. Key takeaways The mention–substance gap is the editorial story. 97% of S&P 500 10-Ks mention AI; only 11% disclose AI activity with substance — measured against a six-component rubric covering quantified investment, named systems, named vendors, specific use…
Continue Reading How Much AI Is Actually in S&P 500 Filings?
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.
