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Founders Call: The 2026 Agentic Pivot

The world has spent the last two years talking about chatbots. But in 2026, the global economy has moved on. We aren't just "prompting" anymore; we are deploying.

The industry is witnessing a massive shift from Generative AI to Agentic AI. This transition marks the first time in history we’ve created digital labor that doesn't just assist with a task, but owns the entire lifecycle of it.

Imagine a warehouse of 100 medium-skilled workers, available 24/7, for free. They don’t just write emails; they book the travel, fix the broken code, soothe the irate customer, and file the taxes—all while you sleep.

This is fueled by a $2 trillion global AI spending surge currently re-engineering the world’s digital infrastructure.

The Two Camps: Efficiency vs. Displacement

The global economy is currently splitting into two distinct camps:

• Camp 1: The Multipliers. They believe AI will take a good employee and make them 10x better. It’s the ultimate tool for economic expansion.

• Camp 2: The Replacers. They see a "Race to Zero." If an agent can do in 20 minutes what used to take a human 6 days, the traditional cost of labor is facing a ferocious, deflationary collapse.

In reality, it’s likely a mix of both.

Identifying the Infrastructure of Autonomy

Data confirms that tracking the technology is only half the story; the real catalyst is the explosion in adoption intent.

With over 80% of organizations now moving toward autonomous agents, we are entering a new phase of the market.

This surge in agentic deployment is forcing a massive re-valuation of entire industries—rewarding those that can orchestrate this "AI Warehouse" and punishing those whose business models rely on the very tasks agents now perform for free.

Industry Segments to Watch

1. The Large Cap Giants: Massive tech platforms that are already saving thousands of years of manual labor in single internal projects.

2. The Specialist Disruptors: The "Specialist Layer" companies building the voice assistants and "self-healing code" that make human middle-management obsolete.

3. The Legacy Targets: Companies in the freelance and education sectors currently sitting on an "AI Losers" watchlist as their business models face a headwind of free digital labor.

In today’s founders call we’re breaking down these specific winners and losers and share the exact tickers we expect to be most impacted by the Agentic Revolution.

Watch Andy and Landon break this down in detail below:

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