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 […]
Agentic AI Research
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 […]
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 […]
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 […]
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. […]
