What's really happening inside the AI agent implementation war?
The common story is that the AI agent battle is between OpenAI and Anthropic on raw model quality — but the reality is that private equity, hyperscalers, consultancies, and systems of record are all converging on the implementation layer where trillions of dollars actually live.
In this video, I share the inside scoop on why generic enterprise AI is getting squeezed from four directions at once:
• Why frontier labs are moving down the stack into deployment
• How private equity became a distribution channel for AI agents
• What the implementation layer actually contains for AI agents
• Where the real defensibility lives in agentic workflows
Builders, buyers, and PE all need to get specific about workflow design, data access, authority, evals, and audit trails — generic AI wrappers will not survive the squeeze that is now hitting enterprise agentic workflows.
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