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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