Something was different at #NYTechWeek this year—in the best way possible.
Over the week of dinners, demonstrations, and conversations, leaders moved beyond pilots, focusing instead on how AI is creating measurable ROI and how to govern agents at scale.
A few standouts: 👇
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Thanks for organizing @a16z, @andrewchen, @_CallMeMacy, and @speedrun among many others.
#AI #AgenticEconomy #EnterpriseAI #NYTechWeek #AI #investors
@nikil Huge milestone on the $1T in annual volume.
With the Mastercard Agent Pay for Machines launch, smart accounts are here to scale. Now, the real accelerant for institutional adoption is moving agent-driven activity past the risk/compliance bottleneck.
The infra that clears that bar unlocks the next trillion.
Something was different at #NYTechWeek this year—in the best way possible.
Over the week of dinners, demonstrations, and conversations, leaders moved beyond pilots, focusing instead on how AI is creating measurable ROI and how to govern agents at scale.
A few standouts: 👇
————
Thanks for organizing @a16z, @andrewchen, @_CallMeMacy, and @speedrun among many others.
#AI #AgenticEconomy #EnterpriseAI #NYTechWeek #AI #investors
Only 7% of asset managers have deployed agentic AI — even though 78% are actively exploring it. 88% cite regulatory and compliance as the single biggest barrier.
The blocker is not the model. An agent on legacy infrastructure cannot be given bounded authority, an auditable decision trail, or the sign-off a compliance officer needs to let it touch client assets.
Autonomy in asset management is an infrastructure problem before it is an intelligence problem.
via @EYnews
https://t.co/PLPkamu1zi
@RobinhoodApp launched agentic trading across its ≈27 million funded accounts and an Agentic Credit Card for its Gold cardholders yesterday. Agents can make purchases and trade equities within user-set guardrails.
Enter the retail preview of what asset managers will want internally—78% are already piloting agentic AI. The institutional version needs an authority-and-settlement substrate that the firm cannot build itself, at a fiduciary grade. That is the decisive layer that no one has shipped yet.
https://t.co/4LrBcMptfv
Responsible AI: Cost center, or competitive advantage? 🛡️
At the AI Hot 100 Summit with @Mastercard, @FICO_corp, @MorganStanley, @OneCarlyle & @Experian, it was clear: trust, explainability, auditability & continuous monitoring grow adoption, scale, and ROI—not overhead. 📈
Trust is especially critical as agentic systems proliferate & go live in production.
Your build-vs-buy decisions across the full AI stack (especially auditable workflows with human-in-the-loop + immutable provenance) determine whether enterprise AI initiatives stall in pilot or deliver real business value. 🚀
How are you turning Responsible AI into ROI? 👇
Full post + framework: https://t.co/4YvzlmLhaA
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Thanks to the @theaifurnace for the personal VIP invite.
#ResponsibleAI #AgenticAI #AIGovernance
@AnthropicAI is no longer just creating frontier models. It just launched a $1.5B funded enterprise AI services firm in partnership with @GoldmanSachs, @blackstone, and Hellman & Friedman.
Concurrently, @OpenAI just launched a competing $10B joint venture—“The Deployment Company”—with @tpg, @Brookfield, @adventintl, and @BainCapital.
This marks traditional model labs shifting into the arena of strategic service providers. What lies ahead—or does not— for consultancies and systems integrators will unfold rapidly in the coming months. Share your thoughts! 👇
1️⃣ Anthropic’s formation of a new enterprise AI services company with @GoldmanSachs, @blackstone, and Hellman & Friedman marks a material advance in scaled deployment. The company will embed Anthropic engineers directly into its backers’ portfolio companies to deploy production Claude agents at scale, turbocharging AI adoption and efficacy.
2️⃣ This move builds directly on Goldman Sachs’ six-month embedded pilot, during which Anthropic engineers collaborated internally to develop Claude agents for trade accounting, client onboarding, and compliance. The playbook is now being extended across Blackstone and Hellman & Friedman portfolios to deliver production-grade agentic workflows to mid-market firms.
3️⃣ With @OpenAI announcing its $10B “Deployment Company”, a private equity joint venture the same day, the two frontier labs are explicitly prioritizing the services and integration layer over pure model access. Private equity networks are becoming the fastest distribution channel for the first wave of integration, moving AI from pilot to portfolio-wide infrastructure.
4️⃣ For those of us driving AI product strategy and enterprise adoption, this underscores a key reality: sustainable competitive advantage now hinges on execution speed, seamless integration, and proven operational outcomes more than ever.
With the acceleration of deployment and projected adoption of AI, the agentic age may well be here far sooner than anyone thought.
#AI #EnterpriseAI e
Standout conversations from @Alchemy CoBuild:
@nikil + @thejoelau announcing the launch of AgentPay + AgentCard (@agentcardai)
@danmorehead (Pantera Capital) on the next decade of AI + crypto + the macro impacts
Bill Platt (Alchemy COO) moderating the future of payments + the underlying infra stack
@nikil + @shayne_coplan on prediction markets as the thermometer for truth
I enjoyed the thoughtful discussions with the team, including @gponcin (Alchemy’s CTO).
After @Alchemy’s CoBuild, one thing is clear: the agentic economy for institutional finance is here. 150 execs from JP Morgan, Mastercard, Coinbase, Pantera & beyond all in one room mapping agentic AI + the future of onchain finance.
@nikil and the team launched AgentPay live: protocol-agnostic payments so that agents can pay any merchant, anywhere. This is the infrastructure layer that turns pilots into enterprise revenue at a global scale.
The momentum here is unmatched. This is exactly how we turn it into the revenue engine for the agentic economy.
Who else is ready for this wave of institutional adoption? 🚀
@Alchemy
Proud to be an alum of @CarnegieMellon, where interdisciplinary excellence and philanthropy have been at the heart of its work since 1900. #AI#Innovation
At CMU, we know that education is a lifelong process that must evolve quickly.
Rooted in decades of research in learning science and AI, CMU equips classrooms and workforce development programs with a blend of high-tech tools and evidence-based courses.
https://t.co/xkozAZ0ptL
Software vulnerabilities can be notoriously time-consuming for developers to find and fix.
Today, we’re sharing details about CodeMender: our new AI agent that uses Gemini Deep Think to automatically patch critical software vulnerabilities. 🧵
𝗪𝗵𝗮𝘁 𝗱𝗶𝗱 @Google 𝗹𝗲𝗮𝗿𝗻 𝗳𝗿𝗼𝗺 𝗮𝘀𝗸𝗶𝗻𝗴 𝟯,𝟱𝟬𝟬 𝗲𝘅𝗲𝗰𝘂𝘁𝗶𝘃𝗲𝘀 𝗮𝘁 𝗴𝗹𝗼𝗯𝗮𝗹 𝗲𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲𝘀, “𝙄𝙨 𝗔𝗜 𝗺𝗮𝗸𝗶𝗻𝗴 𝙮𝙤𝙪𝙧 𝗖𝗼𝗺𝗽𝗮𝗻𝘆 𝙖𝙣𝙮 𝗺𝗼𝗻𝗲𝘆?” Interested in turning AI into ROI? Keep reading.
Below, I have summarized and enriched @googlecloud’s new report on the business impact of AI and how AI Agents (Agentic AI) are unlocking the next wave of AI-driven revenues, efficiency, and more.
BUSINESS IMPACT OF AI
As a direct result of generative AI (GenAI) and/or Agentic AI initiatives deployed, executives surveyed reported:
⬆️ 𝗥𝗢𝗜 (Agentic AI): 𝟴𝟴% of early adopters reported positive ROI within the first year
⬆️ 𝗥𝗢𝗜 (GenAI): 𝟳𝟰% reported ROI within the first year
⬆️ 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 (Both): 𝟱𝟯% noted increased revenue from AI (+6% to +10% Y-o-Y)
KEY INSIGHTS
1️⃣ 𝟮𝟬𝟮𝟱 𝗚𝗲𝗻𝗔𝗜 𝗜𝗺𝗽𝗮𝗰𝘁 𝗛𝗼𝘁𝘀𝗽𝗼𝘁𝘀: Employee productivity (+70%), Customer Experience (+63%), Business Growth (+56%), Marketing (+55%), and Security Ops & Cybersecurity (+49%)
2️⃣ 𝗔𝗜 𝗮𝘁 𝗦𝗰𝗮𝗹𝗲: 52% of executives whose organizations use GenAI have adopted AI Agents in production
3️⃣ 𝗔𝗜 𝗗𝗲𝗽𝗹𝗼𝘆𝗺𝗲𝗻𝘁 𝗔𝗰𝗿𝗼𝘀𝘀 𝗗𝗲𝗽𝗮𝗿𝘁𝗺𝗲𝗻𝘁𝘀 ➜ 𝗥𝗢𝗜: 39% of executives saw ROI on GenAI use cases
4️⃣ 𝗗𝗮𝘁𝗮 𝗣𝗿𝗶𝘃𝗮𝗰𝘆 & 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆 𝗖𝗼𝗺𝗲 𝗙𝗶𝗿𝘀𝘁: Data privacy and security are the top considerations when evaluating AI model providers
5️⃣ 𝗘𝘅𝗲𝗰𝘂𝘁𝗶𝘃𝗲 𝗕𝗮𝗰𝗸𝗶𝗻𝗴 ➜ 𝗦𝘂𝗰𝗰𝗲𝘀𝘀: 78% of leaders with C-level AI sponsorship report seeing ROI on one or more GenAI use case(s)
INDUSTRY INSIGHTS: AGENTIC AI
The top Agentic AI use cases vary by industry:
🔹 𝗖𝘂𝘀𝘁𝗼𝗺𝗲𝗿 𝗦𝗲𝗿𝘃𝗶𝗰𝗲 & 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲: Financial Services; Retail & CPG; Manufacturing & Automotive
🔹𝗧𝗲𝗰𝗵 𝗦𝘂𝗽𝗽𝗼𝗿𝘁: Healthcare & Life Sciences; Public Sector
🔹 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀 & 𝗖𝘆𝗯𝗲𝗿𝘀𝗲𝗰��𝗿𝗶𝘁𝘆: Telecom; Media & Entertainment
ENTERPRISE SUCCESS
🔹 @GeneralMills: $100ᴍᴍ+ saved with internal GenAI Q&A tools
🔹 @Wayfair: 99.7% decrease in GTM time for new features (1 year ➜ 1 day)
🔹 @seattlechildren’s: 50% reduction in monthly hospital length-of-stay per patient
@seattlechildren
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The most significant financial wins come from building AI Agents that can automate repeatable tasks to deliver clear ROI, especially in the areas of employee productivity and customer experience.
To successfully deliver positive impact at scale, enterprise leaders must fund AI explicitly (including workforce upskilling), codify governance early on, and securely integrate AI Agents into core systems.
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#AI #Innovation #artificalintelligence #TechNews
Thanks to @neilhoyne for sharing the full report.
𝗪𝗵𝗮𝘁 𝗱𝗶𝗱 @Google 𝗹𝗲𝗮𝗿𝗻 𝗳𝗿𝗼𝗺 𝗮𝘀𝗸𝗶𝗻𝗴 𝟯,𝟱𝟬𝟬 𝗲𝘅𝗲𝗰𝘂𝘁𝗶𝘃𝗲𝘀, “𝗪𝗵𝗲𝗿𝗲 𝗶𝘀 𝗔𝗜 𝗺𝗮𝗸𝗶𝗻𝗴 𝘆𝗼𝘂 𝗺𝗼𝗻𝗲𝘆?”
If you’re curious about what’s generating returns in AI right now, check out the slides below.
𝗞𝗘𝗬 𝗜𝗡𝗦𝗜𝗚𝗛𝗧𝗦
1️⃣ Executives are seeing ROI on ≥1 GenAI use cases, especially 88% of early adopters of Agentic AI
2️⃣Data privacy and security are the #1 consideration for companies when evaluating LLM providers
3️⃣Google Cloud’s playbook for deploying AI Agents that deliver positive ROI is on Page 4
#AI #ArtificialIntelligence #Innovation
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𝘛𝘩𝘢𝘯𝘬𝘴 𝘵𝘰 @neilhoyne 𝘧𝘰𝘳 𝘴𝘩𝘢𝘳𝘪𝘯𝘨 𝘵𝘩𝘦 𝘧𝘶𝘭𝘭 48-𝘱𝘢𝘨𝘦 𝘳𝘦𝘱𝘰𝘳𝘵, 𝘸𝘩𝘪𝘤𝘩 𝘪𝘴 𝘦𝘯𝘵𝘪𝘳𝘦𝘭𝘺 𝘵𝘩𝘦 𝘱𝘳𝘰𝘱𝘦𝘳𝘵𝘺 𝘰𝘧 𝘎𝘰𝘰𝘨𝘭𝘦 𝘢𝘯𝘥 𝘎𝘰𝘰𝘨𝘭𝘦 𝘢𝘭𝘰𝘯𝘦.