Chapter 1 showed what dies. Chapter 2 shows what compounds. Together, they form the complete framework for understanding the biggest structural shift in enterprisesoftware since the cloud transition.
Identity & Access — Okta, CyberArk. The new chokepoint.
Deterministic Systems — SAP, Oracle, Palantir, ADP, FICO, Veeva, Wolters Kluwer. The regulatory fortress.
The Key Asymmetry
Destruction is linear: one agent replaces one human, one seat lost, one revenue event.
Expansion is multiplicative: one agent deployed creates demand across data + security + observability + identity + compliance simultaneously.
The Bottom Line
The winners already have the right pricingmodel. Consumption-based revenue aligned with machine usage, not human seats. The pricing transition that threatens Tier 2 was already completed by the expansion categories years ago.
The new commanding heights: whoever controls how agents access data, how agents are secured, how agents are monitored, how agents are authenticated, and how agents interact with deterministic systems of record — controls the infrastructure of the agentic economy.
Gennaro is the creator of FourWeekMBA, which reached about four million business people, comprising C-level executives, investors, analysts, product managers, and aspiring digital entrepreneurs in 2022 alone | He is also Director of Sales for a high-tech scaleup in the AI Industry | In 2012, Gennaro earned an International MBA with emphasis on Corporate Finance and Business Strategy.
