OpenAI (Frontier), Anthropic (Claude Cowork) — Strongest model capabilities. Architecture designed for agent orchestration from scratch. Weakness: building enterprise trust from scratch.
2. Cloud Infrastructure Giants
Microsoft (Copilot Studio + Azure), Google (Gemini Enterprise), AWS (AgentCore) — Control compute, deep enterprise relationships. Microsoft is particularly formidable: Azure + Office 365 + OpenAI partnership creates a full-stack play.
3. SaaS Incumbents Pivoting
Salesforce (Agentforce), ServiceNow, Workday — Own data and existing workflows. Risk: capabilities, culture, and revenue incentives optimized for UI-driven, seat-based products.
4. Vertical AI-Native Companies
Harvey (legal), Sierra (CX), Writer (content), Abridge (healthcare) — Deep domain specialization. Several are Frontier Partners, integrating with OpenAI’s orchestration layer.
5. Process Orchestration Specialists
Camunda, Blue Prism, UiPath — Coming from RPA, understand enterprise workflows deeply. Camunda found 73% of organizations see a significant gap between agentic AI vision and reality.
6. Emerging AI Agent Platforms
Ema, Clay, Decagon, Glean — Built agent-first without legacy constraints. Move fastest on architecture. Most likely acquisition targets for Tier 1/2 players.
No Single Category Has a Decisive Advantage
The defining characteristic is that no category has won yet. The winners will be determined by who assembles the right combination of model capability, enterprise trust, data access, and orchestration control before the market consolidates.
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.
