The foundation-model-providers segment is the capital-intensity and run-rate-scale top of the agentic AI market — and it is the segment most badly served by category-level commentary that reads all nine […]
Agentic AI Research
Agentic AI in healthcare: a sector that splits four ways
Information Matters Report #IM108 — Sector Context Briefing. May 2026. Download the full briefing — 29 pages —here Twenty vendors are doing meaningful agentic AI work in healthcare as of […]
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 […]
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 […]
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 […]
