Mckinsey: The agentic organization
The next model of work
The agentic stack has six greenfield lanes. Here’s where to build, where to invest, and where the next category leaders get founded in the next 18 months.
McKinsey published a report this month on what they call the “agentic organization.” The headline number: more than 80% of enterprises investing in AI aren’t seeing bottom-line impact. Their frame is a five-pillar model for executives running transformation programs.
Read as a transformation report, it’s fine. Read as a market signal, it’s something else: a map of where the money is about to move.
Eighty percent of enterprises are stuck. They have ChatGPT licenses and a few pilots and no idea how to get from there to the organization McKinsey describes. That gap is the opportunity. Every problem McKinsey names is a startup waiting to exist or an investment waiting to be made.
Here’s the map.
Six layers in the agentic stack:
what’s already won,
what’s still open, and
where the next $10B company gets founded in the next 18 months.
At the end, five questions to separate real agentic companies from wrappers.
Let’s get to work
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