If you thought crypto was wild and EVs were hot, welcome to the GenAI plus Agentic wave. Investors are pouring billions into this space, and it’s not just because of hype!
The economics of automation, frontier LLMs, and agent-based systems are setting up what might be the biggest wealth creation machine of the decade.
So why can’t VC and PE funds stop writing checks?
Enterprise GenAI is the new SaaS. Instead of companies paying licenses for software, they’ll pay usage fees for intelligence agents that code, automate workflows, and run operations. Think Salesforce x100.
Agentic AI Coding (Cognition’s Devin) is a self-writing engineer. Imagine cutting development costs by 70% while accelerating product cycles. Every CFO sees straight profit.
Frontier LLMs (Claude, Mistral, Grok, and OpenAI) are arms races in reasoning and autonomy. Whoever controls the infrastructure wins enterprise contracts that look like oil pipelines.
North Agent Platforms (like Cohere’s North) make AI safe, compliant, and scalable. This isn’t a consumer fad; it’s enterprise infrastructure.
From an investor’s lens, let’s run some finance math.
By 2030, GenAI enterprise spending is expected to cross $1.3 trillion globally (Goldman, McKinsey projections). Agent platforms could grab 15–20% of that pie.
Usage-based APIs, infra subscriptions, and automation-as-a-service could deliver 70%+ gross margins (hello SaaS 2.0).
Today’s rounds (Anthropic $170B whispers, xAI $24B+) are being priced at 30–40x forward revenue. If adoption accelerates like the cloud, multiples compress to ~20x, but revenues 10x. Still a win.
Expect mega-IPOs and acquisitions by cloud giants. AWS, Azure, and Google Cloud Platform cannot afford to miss this wave.
Early bets in 2025 could see 10–15x returns by 2030. For context, early SaaS gave 5–7x, and EVs gave 8–10x. GenAI has better unit economics and faster adoption curves.
Why do I think it’s not another bubble?
Unit economics are real. Replacing human labor with AI agents directly improves EBITA.
Infrastructure demand (Nvidia, AMD, cloud compute) ensures a hardware-software flywheel.
Global adoption: Unlike crypto, regulators want AI to succeed (with guardrails).
Open-source players (Mistral, LLaMA derivatives) are making sure innovation isn’t locked in walled gardens. But even there, the business play is services + infra monetization.
For investors, this isn’t just tech FOMO. It’s a generational opportunity. Agentic AI is shaping up to be the Google + AWS moment combined, and those who get in early will ride the compounding wave.
Agentic AI is the new GDP multiplier. If you’re not looking at this sector in your portfolio, you’re already behind.
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