The Trillion Dollar Agentic Workflow Opportunity Is Here

Full article w/ Prompts: https://natesnewsletter.substack.com/... ___________________________________ 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. CHAPTERS 0:00 Why finance, hyperscalers, and companies are converging 2:30 The trillion dollar agentic workflow opportunity 4:55 Anthropic and OpenAI stand up deployment companies 7:00 Reframing data, model, workflow, and harness value 9:30 Axis one: frontier labs moving down the stack 12:00 Axis two: consultancies moving up the stack 13:05 Axis three: systems of record exposing agent interfaces 14:28 Axis four: private equity as a distribution channel 16:00 What this means if you are a builder 19:00 Defining the implementation layer component by component 22:00 Why PE financing is reshaping the SaaS playbook 24:00 Sit closer to the business object: support and sales examples Subscribe for daily AI strategy and news. For deeper playbooks and analysis: https://natesnewsletter.substack.com/ Listen to this video as a podcast. Spotify: https://open.spotify.com/show/0gkFdjd... Apple Podcasts: https://podcasts.apple.com/us/podcast...