The podcast segment features insights from analysts Eric Bleeker and Austin Smith on agentic AI, which encompasses AI models designed to utilize tools, access data, and initiate real-world actions. This evolution could significantly enhance personalization in software, with the necessity of companies possessing proprietary data layers to unlock the full potential of agent-driven value. Analysts spotlight stocks like Snowflake, GitLab, and Synopsys as potential beneficiaries, positioning themselves as foundational elements in the rise of AI agents by leveraging their unique datasets and platforms.
Agentic AI models, trained to use tools and access data, could redefine software, enhancing personalization through real-world actions and automation.
Firms with unique data layers, such as Snowflake and GitLab, are positioned for significant agent-driven value creation in the evolving AI landscape.
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