244 | Breaking Analysis | How Agentic Platforms Will Redefine Enterprise Applications
AI Summary
Summary of Video Transcript
Current State of Enterprise Applications
- Enterprise applications are collections of bespoke systems with data, business logic, and metadata locked inside proprietary platforms.
- They address narrow business challenges and are connected through a separate data platform, which is asynchronous and falls short of real-time insights.
- These compartmentalized systems hinder end-to-end automation within an enterprise.
Future of Enterprise Apps and AI Impact
- Agentic systems with multiple agents will transform applications, data access, and business operations.
- Agents will automate routine business processes, potentially reducing headcount requirements by 5 to 10 times.
- The transformation will be evolutionary, not a rip-and-replace, and will occur over the next 5 to 10 years.
The New Application Stack
- The new stack will connect to operational apps and backend analytic systems.
- A unified and centralized metadata model will emerge, harmonizing disparate data elements.
- A framework will be developed to orchestrate multiple agents working towards business outcomes.
Agent Operations and Business Metrics
- Agents will work in coalitions, responding to market changes and optimizing for top-level business goals.
- They will learn from existing systems and human actions, performing tasks that cannot be hand-coded.
- The agent operations layer will be valuable, requiring new tooling and keeping humans in the equation.
Time Frame and Industry Transition
- Salesforce and Microsoft are expected to announce frameworks for deploying agents at their respective conferences.
- The transition to agentic systems is profound, affecting both software demand and productivity across the software development lifecycle.
- The data platform remains critical, with pressure to innovate and harmonize data for agent navigation.
ETR Data Insights
- Various enterprise application and data platform firms are shown with their Net score and market penetration.
- Companies like Salesforce, ServiceNow, OpenAI, Snowflake, and DataBricks are prominent in the data.
- The chart reflects different approaches to the market and the role in agentic systems.
Closing Thoughts
- The trend toward agentic systems will evolve with key milestones, including connecting to legacy data and emerging multi-agent orchestration.
- Governance and harmonization of data will be ongoing challenges.
- The vision of a digital representation of the enterprise will drive improvements in productivity and response times.
Detailed Instructions and URLs
- No specific CLI commands, website URLs, or detailed instructions were provided in the transcript.