Brief

Autopilots Eat the $500B Services Stack

• $500B implementation market (ServiceNow, SAP, Salesforce) is most undisrupted enterprise sector. Auctor
• Autopilots capture work budgets, not tool budgets; QuickBooks → $120K accountant is the template. Services: The New Software
• WithCoverage cuts insurance spend 30%; Sandstone kills 62-step manual legal extraction. WithCoverage
• Pace runs tens of thousands of tasks/month at live regulated insurers, not demos. Pace

AGI Crossed in 2026 — Compress Your Roadmap

• Claude Code marks the AGI iteration threshold; METR: task ability doubles every 7 months. 2026: This is AGI
• Block eliminates middle management entirely; Cash App + Square two-sided data is the moat. From Hierarchy to Intelligence
• Best AI startups hit $0→$100M in 2025; the $0→$1B club forms in 2026. AI in 2026
• $10T opportunity: founders, not incumbents, become the Rockefeller/Carnegie of AI. The $10 Trillion AI Revolution

Agentic Infrastructure Is the Platform Bet

• LangChain $125M Series B; 35% of Fortune 500 already building on it. LangChain
• Scanner drops petabyte S3 log queries from hours to seconds; AI drives 80% of queries. Scanner
• Edra mines tickets and email to build knowledge bases enterprise agents can actually use. Edra
• Firetiger agents detect, scope, and remediate production issues before users notice. Firetiger