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  • 1.  Agentic AI

    Posted 29 days ago
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    New research from the team at Citi: 'Agentic AI Finance & the 'Do It For Me' Economy' (Citi GPS: Global Perspectives & Solutions) - Jan 2025

    https://ir.citi.com/gps/PxQa3WS0aYzkxqKotCbV0SBGhZ1K5O%2FrMHyDjODXrspQmnDDpp6qZw%3D%3D



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    Todor Kostov
    Director
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  • 2.  RE: Agentic AI

    Posted 28 days ago

    Interesting topic to highlight here Todor

    What I enjoy is that this is something moving now. I do regular check-ins with with RPA SIs and the whole story of last year was a build in demand for AI tools but no available solution. AgenticAI changes that and license growth is expected to reignite this quarter - will be interesting to keep an eye on UIPath and others and I'd recommend their Forward even from last quarter

    I do wonder what implications this has for Cx BPO players where genAI has already caused massive disruption. Spelling the end of a human agent?



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    Philip Atkinson
    Sector Analyst
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  • 3.  RE: Agentic AI

    Posted 27 days ago

    Hi Philip,

    Thanks for the feedback. Things have started to move really fast now in that space. Appreciate the feedback on $PATH, this is a company which I follow closely as well. I recommend viewing the latest podcast appearance by Daniel Dines with Harry Stebbings at 20VC (it's available on YouTube).

    $NVDA has just released their Agentic AI roadmap for Enterprose at CES 2025 last week which gives a good overview of where things are moving to (I think this closely resembles their work with $CRM, i.e. Agentforce, and $NOW). Definitely, this should have a big impact on Cx BPOs down the road (interesting to see to what extend).

    https://www.cxtoday.com/customer-data-platform/nvidia-ceo-jenson-huangs-vision-for-agentic-ai-in-2025-the-rundown/

    What I closely monitor now is the big developments in humanoids (especially in China). This should definitely move the needle significantly for accelerated productivity gains for the next couple of decades, I think.

    Will be good to see what's your overview on this topic?

    Best,

    Todor



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    Todor Kostov
    Director
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  • 4.  RE: Agentic AI

    Posted 27 days ago

    Hi Todor,

    Thanks for the links think I've found what I'll be listening to today

    I'll be honest humanoids (or robotics in general) are outside the scope of what I've been looking at - I've typically focused on Teleperformance, Transcom, and Foundever. What names would you suggest I read up on? My initial thoughts are that they could hold a lot of potential, we've already seen the impact of robotics on warehousing and with a more human touch I think use-cases can quickly expand to various services. Another question I would have is the impact of a physical presence (and associated costs) vs a terminal like approach powered by an AgenticAI or something similar  

    best,

    Phil



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    Philip Atkinson
    Sector Analyst
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  • 5.  RE: Agentic AI

    Posted 27 days ago

    Great! 

    Thanks Phil. I think the companies you have mentioned will see a significant impact by AgenticAI going forward.

    On the topic of Robotics and Humanoids I suggest you follow the companies below:

    • Apptronik
    • Robotera
    • Agibot
    • NEURA Robotics
    • Fourier
    • Boston Dynamics
    • Agility Robotics
    • Figure
    • 1X Technologies
    • Galbot
    • Mentee Robotics
    • Unitree
    • XPENG
    • Sanctuary AI

    On the topic of robotics in warehousing and similar applications, NVIDIA just introduced Mega, their Omniverse Blueprint for robotics software, which has been adopted by Kion Group. Companies which feature here are such as Locus Robotics. This ecosystem should feature AMRs, robotic arms, autonomous forklifts, etc.

    https://techcrunch.com/2025/01/06/nvidia-details-mega-warehouse-robot-fleet-management-simulator/

    I hope this helps,

    Todor



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    Todor Kostov
    Director
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  • 6.  RE: Agentic AI

    Posted 25 days ago

    Thanks for sharing; an interesting report that illustrates the potential of Agentic AI … however trust is always critical to success, particularly when it comes to delegating decision-making. Current technological limitations and ethical considerations suggest to me that Agentic AI is perhaps still quite far from being robust enough to handle high-stakes applications autonomously, especially in a highly regulated sector like financial services. Although, for sure an area to monitor closely in 2025!



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    Prabhjot Bajwa
    Senior Digital Asset Risk Officer
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  • 7.  RE: Agentic AI

    Posted 25 days ago

    Hi Prabhjot,

    Great feedback and all these are valid points to monitor going foward.

    Best,

    Todor



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    Todor Kostov
    Director
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  • 8.  RE: Agentic AI

    Posted 18 days ago

    Good one Todor. Thanks for the City piece.

    I have recently read this paper on a related topic: https://arxiv.org/abs/2402.15585

    Basically it show how naively treating AI- and ML-generated variables as "data" leads to biased estimates and invalid inference i.e. the increasingly common practice of using regressors generated by AI or ML introduces measurement error which biases estimates and leads to invalid inference.

    Although not directly related to Agentic AI, this paper is a warning about trusting blindly the output obtained from AI agents when used to obtain investment research insights. 

    Once again, despite the paper conclusions are focused on ML regression problems and not Agentic AI, I think it's good food for thought. 



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    Carlos Salas
    CIO, Co-Founder
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  • 9.  RE: Agentic AI

    Posted 18 days ago
    Edited by Todor Kostov 18 days ago

    Hi Carlos,

    Thanks for the great input and the link to the paper from Cornell Uni.

    I will look into it in detail but I completely agree that we have to treat AI and ML generated data quite cautiously when applyng it to different use cases, in this example investment research insights.

    On the Agentic AI focus, I think the use cases will be heavily skewed towards implementation in retail banking (virtual financial assistants/tax planning agents), corporate banking (custom lending offers/real-time KYC and onboarding) and insurance (adaptive claim management/real-time underwriting models) going forward. That is where the 'easy' gains could materialise, in my opinion.

    Hope this helps.

    Best,

    Todor



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    Todor Kostov
    Director
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