Chartbook: Agentic AI Is Here – What Investors Need to Know (Vista Equity Partners)
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Vista Equity PartnersSummary
- Agentic AI is defined as an AI system capable of independently planning and executing tasks on behalf of a user without constant human direction.p.3
- According to a Gartner prediction, at least 15% of day-to-day work decisions will be made autonomously through agentic AI by 2028, up from 0% in 2024.p.4
- Supporting Gen AI and Agentic AI could require up to $5.2TN in AI-specific data center investment globally by 2030.p.6
- Worldwide IT software spending is projected to reach $1.24TN by 2025, representing a 14% growth from the previous year.p.7
- Enterprise software represents Wave Three of cumulative projected Gen AI-driven value creation, expected to reach $3-5TN between 2023 and 2030.p.7
- Applying Agentic AI to internal software operations can reduce OpEx by 10–25% across go-to-market, customer support, and R&D functions.p.8
Key insights
- Agentic AI marks the next big evolution in artificial intelligence by transitioning systems from creating content to autonomously executing end-to-end workflows.p.3
- Small productivity gains compound into enterprise value when Agentic AI is embedded into core operational functions like customer support, sales, IT, and HR.p.4
- Organizations that succeed with AI share key traits: clear objectives, integrated workflows, executive sponsorship, iterative approaches, and ROI tracking.p.5
- Foundational compute investments are absorbed by hyperscalers and model providers, introducing new licensing categories in enterprise IT budgets rather than direct infrastructure builds.p.6
- Value creation is projected to move sequentially from hardware providers (Wave 1) to cloud hyperscalers (Wave 2) and ultimately to enterprise software platforms (Wave 3).p.7
- Established enterprise software vendors hold a structural advantage over startups due to proprietary data, security frameworks, and deep customer relationships.p.7
- Integrating agents directly into software workflows can unlock a 5–15%+ uplift in enterprise revenue through new monetization paths.p.8
- Software platforms that integrate intelligent agents strengthen their competitive moats by increasing switching costs and driving deeper customer reliance.p.8
Published by Vista Equity Partners (funder profile)
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