The AI agent revolution is real. The adoption numbers are not. Less than 1% of enterprises have meaningfully integrated AI agents into their core operations .
Strong framing on the compute differential. Maybe double-check those opening figures, because they read low by an order of magnitude — Anthropic was ~$30B annualized by April (not $1.4B) and OpenAI ~$25B (not $4B). Worth fixing because it strengthens you: the bulk of Anthropic's is Claude Code, an agentic product, so your thesis is already in the numbers.
Strong framing on the compute differential. Maybe double-check those opening figures, because they read low by an order of magnitude — Anthropic was ~$30B annualized by April (not $1.4B) and OpenAI ~$25B (not $4B). Worth fixing because it strengthens you: the bulk of Anthropic's is Claude Code, an agentic product, so your thesis is already in the numbers.
Thank you! Done and done :)