NEWSLETTER

A 98% renewal rate can reveal more than customer satisfaction. For venture and private equity investors, strong retention often signals workflow embedding, economic clarity, trust-based stickiness, and real operating quality. In a market full of narrative, retention remains one of the most honest indicators of whether a company has built something durable.

Agentic AI is becoming a real B2B investment category. The winners will be companies that connect autonomous capability to enterprise workflows, governance, defensible IP, and repeatable operational value.

Most companies do not have an AI strategy problem. They have an AI operations problem. Real value comes when AI is governed, supported, measurable, and built to run inside the business.

The AI companies worth backing are not the ones with the best models. They are the ones with the best delivery. That distinction is becoming clearer across enterprise markets. AI adoption is broad, but durable value creation is still narrow. McKinsey’s 2025 global survey found that 88% of organizations report using AI in at least one business function, yet only a minority have scaled it in ways that materially change enterprise economics. High performers separate themselves n

The market is rewarding AI exposure. It is not yet rewarding AI durability. That distinction matters. In the last two years, enterprise AI adoption has expanded quickly, but the economic picture remains uneven. McKinsey’s 2025 global survey found that 88% of organizations report regular AI use in at least one business function, yet only about one-third say they have begun to scale AI across the enterprise, and just 39% report EBIT impact at the enterprise level. In other word