Portfolio
Current Forecasts
Six structured hypotheses with evidence, counter-evidence, and signals to watch. Forecasts are hypotheses, not facts.
Agent spend-control policy engines become a distinct enterprise buyer line ('treasury-for-agents')
Within 1-3 years, enterprises buying agentic-commerce capability procure a standalone agent-spend governance layer (per-agent budget caps, merchant rules, velocity limits, approval…
HYPOTHESIS EVIDENCE-LED
WEAK_SIGNALSTRENGTHENINGAI-agent-authored code provenance attestation becomes a procurement-gated supply-chain control
Within 1-3 years (first procurement actions inside 3-12 months), enterprises and registries gate AI-agent-published packages behind agent-identity attestations: 'which agent, under…
HYPOTHESIS EVIDENCE-LED
PRE_SIGNALSTABLEHuman agent-exception handling becomes a commercial labor category (agent supervision/exception desks)
Within 1-3 years, enterprises operating production agents formalize 'AgentOps exception handling' as distinct staffing, and a commercial service layer (supervision desks: human rev…
HYPOTHESIS EVIDENCE-LED
WEAK_SIGNALSTRENGTHENINGIndependent teleoperation-labor and demonstration-data licensing form a distinct market layer between robot OEMs and embodied-AI buyers
Within 1-3 years, a merchant layer forms between robot OEMs and the human-labor/data layer: independent teleoperation labor supply (marketplace/agency form), licensed demonstration…
HYPOTHESIS EVIDENCE-LED
PRE_SIGNALSTABLEContinuous-conformity data pipelines (EU AI Act post-market monitoring) become a distinct infrastructure layer for agent/robot fleets
Within 1-3 years (anchored on the Aug 2, 2027 high-risk deadline), providers of high-risk AI systems — including agent platforms and robot fleets — procure continuous post-market-m…
HYPOTHESIS EVIDENCE-LED
WEAK_SIGNALSTABLEVoice AI-caller attestation infrastructure (verified 'AI-generated call + initiating entity') becomes a compliance product category
Within 3-12 months to 1-3 years, voice-agent platforms and carriers adopt standardized attestation/branding for AI-generated calls — a voice-layer analog of Web Bot Auth — plus dis…
HYPOTHESIS EVIDENCE-LED