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Agentic AI didn't happen in 2025 and won't happen in 2026…so how far away is ROI?

Posted by Alan Jacobson · Founder, Ceo 4 hours ago

Last week, The Information ran a long, unusually candid piece about Anthropic's new "agentic" tool, Cowork. It's one of the rare stories that doesn't...

Top comments

Martin Soler

on... OpenAI Lines Up Advertisers, Reveals Key Details Ahead of Ads Launch

Cost per view model to start with is an odd choice. Safe for them. I understand the reasoning. But not so reassuring for advertisers who have been so accustomed to paying for clicks. Curious where this goes. There's a huge potential of knowing intent and context.

Deal Director

on... Google's Gemini Sees Developer Requests More Than Double in Five Months

Regarding the margins, it's also clearly their strategy to undercut OpenAI and Anthropic and apply margin compression towards their businesses in a way that they can't afford.

Google has been quite aggressive with this strategy and it's both hurt the field (limiting the ability of those companies to scale their business relevant to the value created), as well as forced them to optimize and outcompete on efficiency and product outcomes.

John O'connell

on... Nvidia's Big Ambitions to Solve Manufacturing Shows Slow Returns So Far

Keep an eye on Synopsys. Their purchase of Ansys was brilliant. As per usual the investment club worried about financial metrics while the management company looked toward the future. Nvidia's purchase of stock is a pretty bullish indicator of the wisdom of the deal.