Menlo Ventures 2025 annual report on generative AI in the enterprise - $37B market, adoption, startups vs incumbents, PLG - menlovc.com
Tim Tully · Joff Redfern · Deedy Das · Derek Xiao (Menlo Ventures)
Agentic AI Foundation Launch - Linux Foundation - OpenAI Anthropic Block - Open Standards for AI Agents - AGENTS.md MCP goose - Interoperability
OpenAI
Wharton study (Generative AI Labs): expert personas don't improve LLM factual accuracy - GPQA Diamond and MMLU-Pro benchmarks - SSRN
Savir Basil · Ina Shapiro · Dan Shapiro · Ethan Mollick · Lilach Mollick · Lennart Meincke (Generative AI Labs, The Wharton School, University of Pennsylvania)
Anthropic Interviewer - AI Workforce Study - Professional Perspectives - AI Adoption - Workplace Transformation - Creative Industries - Scientific Research - Economic Impact - Sociological Research - AI Sentiment Analysis
Anthropic Research Team
**Matt Kamelman** publishes on the **Thoughtworks blog** on **December 3, 2025** a conceptual pivot article that formalizes the major economic shift in intellectual services: ***"Service-as-Software" (SaS)*** as the **new economic model** succeeding **SaaS**. **Pivotal distinction**: ***"Traditional SaaS is about tools: software that enables humans to solve problems. Service-as-Software (SaS), meanwhile, sells outcomes."*** SaS is *"a new class of tool that doesn't just enable work but instead automates the reasoning process itself"*. **Pricing shift**: ***"Companies will no longer pay for an agent based on seats or features. Instead they'll pay based on its demonstrated alignment and impact."*** **Three archetypal examples of SaS agents**: marketing agents (end-to-end campaigns), financial agents (forecasting modeling), operations agents (request triage). **Three capabilities** of agentic SaS systems: (1) operate dynamically on **goals**, not fixed workflows; (2) retain **memory** across interactions; (3) autonomously coordinate across tools and APIs. **The "Cognitive Contract" — three principles**: (1) **Interpretable and auditable** — *"users need to be able to understand why the system made a decision"*; (2) **Aligned with human goals** — *"the system's objectives must match human intent and ethical boundaries"*; (3) **Trained and iterated in real time** — *"systems continuously refine behavior based on feedback"*. **New organizational role**: the ***"cognitive orchestrator"***, with three operational functions: (a) **feedback loop design** (step-by-step review); (b) **managing uncertainty with guardrails** (business rules + circuit breakers); (c) **measuring alignment** (quantifiable alignment score). **Structuring historical analogy**: *"mainframes → client-server → web/cloud, where the cognitive contract remained the same: humans had to instruct the machine"*; today this contract **evolves toward collaboration** between humans and machines. **Major relevance**: this is the clearest **Anglo-Saxon conceptual formalization** of the empirically observed shift from **billable hours / per-seat → outcome-based** at **McKinsey/Sternfels** (60,000 = 40,000 humans + 20,000 agents, January 2026), **VoxComm/Mandese** (March 2026, agencies), **Bain Rule of 40** (April 2026, SaaS), **Bain cross-system labor $100B** (May 2026). The term ***"Service-as-Software"*** is poised to become **canonical**, as *"Software-as-a-Service"* was in the 2000s-2010s. To be leveraged for **2026 strategic vocabulary** in executive committee presentations, agentic business cases, pricing models.
**Matt Kamelman** — auteur de l'article publié sur le blog Thoughtworks le 3 décembre 2025. **Thoughtworks** est un cabinet de conseil en technologie et software engineering global · fondé en 1993 · fortement associé à des figures emblématiques du software engineering (Martin Fowler, Rebecca Parsons, Sam Newman, etc.) et à des contributions historiques majeures (continuous delivery, microservices, expansion XP/Agile). Le blog Thoughtworks est une référence de premier plan dans l'écosystème software engineering et architectural.
Anthropic Research - AI Work Transformation - Claude Code Impact - Software Engineering - AI Adoption - Productivity Study - Workplace Evolution - AI Collaboration - Skills Development - Future of Work
Anthropic Research Team (132 engineers and researchers surveyed, 53 in-depth interviews conducted)
Lee Robinson - cursor.com CMS migration to AI coding agents, complexity budgets
Lee Robinson
World Bank: Generative AI and Education in Nigeria - RCT with Transformative Results
Martín De Simone · Federico Tiberti · Maria Barron Rodriguez · Federico Manolio · Wuraola Mosuro · Eliot Jolomi Dikoru (World Bank Education Global Department)
MIT Study - Iceberg Index - AI Workforce Impact - Labor Market Disruption - Policy Simulation - Economic Modeling - Workforce Transformation - Automation Risk - Skills Mapping - Regional Analysis
MacKenzie Sigalos (CNBC) · Research by Massachusetts Institute of Technology and Oak Ridge National Laboratory
Werner Vogels - Tech Predictions 2026 - All Things Distributed - Amazon CTO - AI Trends - Companionship Revolution - Education Transformation - Healthcare Innovation - Human-AI Collaboration
Werner Vogels · CTO and Vice President of Amazon.com
Building GenBI at a Fortune 100 Company Averse to Risk (Northwestern Mutual): Small Bets, Incremental Rollout, Specialized Agents and Data Democratization
Asaf Bord (Engineering Leader, Northwestern Mutual)
Future of Autonomous Coding - Vision and Implementation at Replit - VP AI Automated Development
Michele Catasta
Building durable coding agents that survive model cycles: Harness architecture, Codex SDK, and terminal Computer Use — OpenAI's experience report
Bill Chen (Product Manager, OpenAI) · Brian Fioca (Engineering, OpenAI)
Stanford Research - AI ROI Measurement - Developer Productivity - Metrics Framework - AI Adoption Gap
Yegor Denisov-Blanch (Researcher, Stanford)
QodoAI (Codium) - AI Code Quality - Code Review Agents - Context Engine - SDLC Automation
Itamar Friedman (CEO, QodoAI - formerly CodiumAI)
McKinsey - Software Delivery - Agile Transition - AI Native Workflows - Spec-driven Development
Martin Harrison (Partner, McKinsey) · Natasha Maniar (Partner, McKinsey)
Engineering Compensation - Story Points - Outcome-based Pay - 10x Engineers - Incentive Alignment
Arman Hezarkhani (Co-founder, 10x)
Capital One - Developer Experience (DevX) - AI Agents - Legacy Code - Code Review - No Regrets Investments
Max Kanat-Alexander (Executive Distinguished Engineer, Capital One)
Google Labs - Proactive Agents - Project Jules - Developer Experience - Async Agents
Kath Korevec (Director of Product, Google Labs)
Building Powerful Agentic Systems with Claude - Architecture and Implementation Patterns - Anthropic
Katelyn Lesse