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The world of commerce has always been one of great change, from the industrial revolution to e-commerce. Today, we’re entering yet another new era, with implications that will extend across all industries.

Since the previous edition, we've reviewed hundreds of the latest agentic and gen AI best practices, case studies, and innovation insights. Here’s the top 1%...

In today’s edition:

• Cognizant: The agentic enterprise emerges.

• Microsoft’s building the open agentic web.

• The state of AI tech in 2025.

• Google’s relentless innovation continues

• Transformation and technology in the news.

• Career opportunities & events.

Read time: 4 minutes.

OPPORTUNITY INSIGHT

Cognizant: The agentic enterprise emerges

Brief: Cognizant published 45-pages report of customer research and economic modeling with Oxford Economics to show how AI-friendly consumers are set to become a multitrillion-dollar force driving agentic consumption.

Breakdown:

• AI is transforming how people search, buy, and engage with products and services, and it’s set to reshape mainstream customer behavior.

• This customer-led shift can’t be ignored. By 2030, AI-friendly consumers are expected to drive 55% of all purchases, $4.4T in the U.S. alone.

• There will be a marked shift from buying being facilitated by manual searches and interactions with websites and apps to an agentic internet.

• AI agents acting on behalf of consumers work with business AI agents to orchestrate complex tasks across the purchase journey.

• While the impact is obvious in consumer-facing businesses, downstream effects will impact all (e.g. banks handling agent-to-agent payments).

Why it’s important: At best, leaders have less than five years to grapple with this change. They will need to rethink strategy, operations and more to become agentic enterprises, ready to compete in a world where human consumers, along with their AI agent counterparts, dictate the rules of engagement.

INNOVATION INSIGHT

Microsoft’s building the open agentic web

Brief: At Build 2025, Microsoft introduced new releases to support its vision of the internet as an “open agentic web,” where AI agents make decisions and act on behalf of users or organizations.

Breakdown:

• Magentic-UI is a prototype for a human-centered interface powered by a multi-agent system that can browse and take actions across the web.

• NLWeb is an open project aiming to be HTML for the agentic web, simplifying the addition of chat interfaces to websites.

• Copilot expands with new tuning, allowing enterprises to train models on company data, alongside multi-agent orchestration capabilities.

• Coding agents are now in the hands of developers as GitHub Copilot evolves from an in-editor assistant to an asynchronous agentic AI partner.

• The company is also adding xAI’s Grok 3 and Grok 3 mini models to Azure AI Foundry, enabling developers to choose from over 1,900 models.

Why it’s important: Over 230,000 organizations, including 90% of the Fortune 500, use Copilot Studio to build AI agents and automations. Microsoft’s latest releases show its intent to expand this ecosystem further, enabling a world where agents operate across broader business contexts.

MARKET INSIGHT

The state of AI tech in 2025

Brief: Artificial Analysis released its latest quarterly report, a 29-slide overview of AI tech and trends in 2025, covering key players' performance, market coverage, the impact of reasoning models and applications finding value.

Breakdown:

• AI value chain players vary in vertical integration. Artificial Analysis highlights Google’s depth, from TPU accelerators to Gemini models.

• OpenAI maintains its lead in Artificial Analysis’s Intelligence Index, despite strong competition from Google and other reasoning model challengers.

• Analysis covers how open-weight reasoning models from DeepSeek, Meta, and others narrowed the performance gap with proprietary models.

• Intelligence cost per token continues to fall, though reasoning models use "~10x more tokens" than non-reasoning models.

• Coding agents are consistently finding value and evolving far beyond code autocompletion and chat assistance.

Why it’s important: Intense competition is driving gains across the AI technology stack, from smaller, smarter models to hardware and inference optimizations. As the cost of intelligence drops, computationally intensive reasoning models and AI agents become increasingly economical at scale.

INNOVATION INSIGHT

Google’s relentless innovation continues

Brief: At its flagship I/O 2025 event, Google unveiled a series of releases across its AI models, agent ecosystem, and search experience, reinforcing its push to shape the future of enterprise and consumer AI.

Breakdown:

• Gemini 2.5 Pro, already topping leaderboards like LMArena, now features upgraded reasoning capabilities in a new mode Google calls Deep Think.

• Jules, Google’s agentic coding assistant, enters public beta. It performs asynchronous tasks and integrates directly with repositories.

• Google's Project Mariner adds computer-use capabilities to the Gemini API, part of its broader agent ecosystem including the Agent2Agent protocol.

• Agent Mode is coming to both Gemini and Search, enabling autonomous completion of up to 10 tasks in parallel on behalf of the user.

• AI Mode in Search is now powered by Gemini 2.5 and live in the U.S., featuring Deep Search and Gemini Live for real-time voice interaction.

Why it’s important: Over 7 million developers now build with Gemini, 5x more than last year, and usage of Google’s enterprise platform Vertex AI has surged 40x. These I/O releases elevate Google’s agentic ecosystem for enterprise and showcase its progress in reinventing consumer search.

Capgemini published a 29-page report on agentic systems, covering autonomy, agency, authority, and multi-agent system potential.

IBM’s 28-page report shows how CFOs can propel precision, prowess and performance by transforming finance operations with AI.

PwC shared a 15-slide report on the critical role of governance frameworks for data privacy, data management and around AI itself.

BCG’s 15-page report reveals why banks aren't prioritizing transformative AI investments, why they can’t afford to wait, and how to reclaim advantage.

IBM outlined how AI agents are evolving into components of application architecture, complementing, extending or replacing traditional microservices.

Capgemini detailed how it delivered a custom gen AI assistant to create more personalized, compelling RFPs for a global insurance company.

BMW shared how it built ‘AIconic Agent’, a multi-agent system to enhance information retrieval and decision-making across its supplier network.

IBM emphasized the need for gen AI partner ecosystems over silos, enabling cross-domain expertise to scale AI responsibly.

Anthropic launched Claude Opus 4 and Sonnet 4 with stronger reasoning and the ability to think through problems while using external tools.

Anthropic announced general availability of Claude Code and new API capabilities for developers building agentic workflows using its models.

OpenAI acquired Jony Ive’s AI device startup, io, in a $6.5B all-stock deal to create a new class of AI-native consumer hardware.

Mistral launched Document AI, an enterprise tool that extracts text from docs and images with 99% accuracy and fast throughput.

Sergey Brin said at Google I/O that the company “fully intends that Gemini will be the first AGI,” believing it will come before 2030.

Nvidia introduced NVLink Fusion at Computex 2025, an initiative that enables rival CPUs and GPUs to connect with Nvidia hardware.

OpenAI expanded its agentic app-building Responses API to support remote MCP servers, Code Interpreter, image generation, and more.

Google announced new creative models and tools at I/O: Veo 3, Imagen 4, Lyria music upgrades, a filmmaking platform, and more.

CAREER OPPORTUNITIES

PwC - AI Operations Director

J.P. Morgan - AI Transformation Director

Pfizer - AI Strategy Director

EVENTS

Databricks - Data + AI Summit - June 9-12, 2025

Apple - WWDC 2025 - June 9-13, 2025

AI Con USA - AI Leadership Summit - 12-13 June

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