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.
Its like you read my mind You appear to know so much about this like you wrote the book in it or something I think that you can do with a few pics to drive the message home a little bit but other than that this is fantastic blog A great read Ill certainly be back
Your blog is a constant source of inspiration for me. Your passion for your subject matter is palpable, and it’s clear that you pour your heart and soul into every post. Keep up the incredible work!
I have been surfing online more than 3 hours today yet I never found any interesting article like yours It is pretty worth enough for me In my opinion if all web owners and bloggers made good content as you did the web will be much more useful than ever before
Your writing has a way of resonating with me on a deep level. It’s clear that you put a lot of thought and effort into each piece, and it certainly doesn’t go unnoticed.
Your blog is a testament to your dedication to your craft. Your commitment to excellence is evident in every aspect of your writing. Thank you for being such a positive influence in the online community.
I just could not depart your web site prior to suggesting that I really loved the usual info an individual supply in your visitors Is gonna be back regularly to check up on new posts
Hi Neat post There is a problem along with your website in internet explorer would test this IE still is the market chief and a good section of other folks will pass over your magnificent writing due to this problem
Your blog is a beacon of light in the often murky waters of online content. Your thoughtful analysis and insightful commentary never fail to leave a lasting impression. Keep up the amazing work!
I just could not leave your web site before suggesting that I really enjoyed the standard information a person supply to your visitors Is gonna be again steadily in order to check up on new posts
Your blog is a breath of fresh air in the crowded online space. I appreciate the unique perspective you bring to every topic you cover. Keep up the fantastic work!
Its like you read my mind You appear to know so much about this like you wrote the book in it or something I think that you can do with a few pics to drive the message home a little bit but instead of that this is excellent blog A fantastic read Ill certainly be back
Thank you I have just been searching for information approximately this topic for a while and yours is the best I have found out so far However what in regards to the bottom line Are you certain concerning the supply
I wanted to take a moment to commend you on the outstanding quality of your blog. Your dedication to excellence is evident in every aspect of your writing. Truly impressive!
Your blog is a treasure trove of valuable insights and thought-provoking commentary. Your dedication to your craft is evident in every word you write. Keep up the fantastic work!
Simply wish to say your article is as amazing The clearness in your post is just nice and i could assume youre an expert on this subject Well with your permission let me to grab your feed to keep updated with forthcoming post Thanks a million and please carry on the gratifying work
Hello my loved one I want to say that this post is amazing great written and include almost all significant infos I would like to look extra posts like this
Your blog is a shining example of excellence in content creation. I’m continually impressed by the depth of your knowledge and the clarity of your writing. Thank you for all that you do.
Your ability to distill complex concepts into digestible nuggets of wisdom is truly remarkable. I always come away from your blog feeling enlightened and inspired. Keep up the phenomenal work!
I simply could not go away your web site prior to suggesting that I really enjoyed the standard info a person supply on your guests Is going to be back incessantly to investigate crosscheck new posts
Hi i think that i saw you visited my web site thus i came to Return the favore I am attempting to find things to improve my web siteI suppose its ok to use some of your ideas
Your blog is a beacon of light in the often murky waters of online content. Your thoughtful analysis and insightful commentary never fail to leave a lasting impression. Keep up the amazing work!
I very delighted to find this internet site on bing, just what I was searching for as well saved to fav
My brother suggested I might like this blog He was totally right This post actually made my day You can not imagine simply how much time I had spent for this info Thanks
Your blog is a treasure trove of valuable insights and thought-provoking commentary. Your dedication to your craft is evident in every word you write. Keep up the fantastic work!
1WIN и Лаки Джет — ставь, жми кэш и забирай выигрыш!
Its like you read my mind You appear to know so much about this like you wrote the book in it or something I think that you can do with a few pics to drive the message home a little bit but other than that this is fantastic blog A great read Ill certainly be back
you are truly a just right webmaster The site loading speed is incredible It kind of feels that youre doing any distinctive trick In addition The contents are masterwork you have done a great activity in this matter
Your blog has quickly become one of my favorites. Your writing is both insightful and thought-provoking, and I always come away from your posts feeling inspired. Keep up the phenomenal work!
Normally I do not read article on blogs however I would like to say that this writeup very forced me to try and do so Your writing style has been amazed me Thanks quite great post
💡 Excellent work on this ultimate guide! every paragraph is packed with value. It’s obvious a lot of research and love went into this piece. If your readers want to put these 7 steps into action immediately, we’d be honoured to help: 👉 https://meinestadtkleinanzeigen.de/ – Germany’s fastest-growing kleinanzeigen & directory hub. • 100 % free listings • Auto-sync to 50+ local citation partners • Instant push to Google Maps data layer Drop your company profile today and watch the local calls start rolling in. Keep inspiring, and thanks again for raising the bar for German SEO content!
I have been browsing online more than three hours today yet I never found any interesting article like yours It is pretty worth enough for me In my view if all website owners and bloggers made good content as you did the internet will be a lot more useful than ever before
I have been surfing online more than 3 hours today yet I never found any interesting article like yours It is pretty worth enough for me In my opinion if all web owners and bloggers made good content as you did the web will be much more useful than ever before