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181 posts in Agentic AI

Can Expedia Survive When AI Agents Plan and Book the Entire Trip?

Can Expedia Survive When AI Agents Plan and Book the Entire Trip?

Expedia CEO Ariane Gorin called answer engine optimisation the company's fastest-growing channel in Q1 2026. But the same AI platforms that are driving Expedia's new traffic could also enable AI agents to plan and book entire trips directly with suppliers - bypassing OTAs entirely. The disintermediation risk is structural, and it applies to every industry where a platform sits between a buyer and a supplier.

Jul 24, 2026Modi ElnadiRead article
Does Microsoft's Mistral Deal Make European Sovereign AI Commercially Viable?

Does Microsoft's Mistral Deal Make European Sovereign AI Commercially Viable?

Microsoft agreed to fund Mistral's European AI infrastructure in a multibillion-dollar deal announced on 21 July 2026. Azure customers gain access to French-hosted compute, Mistral models enter Copilot Studio and Foundry, and Azure Local enables on-premises open-model deployment. The deal makes sovereign AI commercially viable for regulated European enterprises - but does not eliminate all dependencies on US technology.

Jul 23, 2026Modi ElnadiRead article
Are Companies Creating a Corporate Demographic Crisis by Cutting Too Many Good People?

Are Companies Creating a Corporate Demographic Crisis by Cutting Too Many Good People?

AI-era restructuring is not just removing roles. It is removing the demographic layers that allow organisations to function, develop talent and sustain institutional knowledge. Middle management hollowing, junior pipeline collapse and domain expert exodus are not inevitable consequences of AI adoption. They are consequences of restructuring decisions that treat headcount reduction as the primary measure of AI transformation success.

Jul 22, 2026Modi ElnadiRead article
Why Are Agentic AI Costs Rising While Model Prices Keep Falling?

Why Are Agentic AI Costs Rising While Model Prices Keep Falling?

Enterprise AI bills are rising even as model prices fall. A July 2026 McKinsey QuantumBlack report found that 93% of enterprise AI teams exceeded their budgets, with response refinement loops alone consuming 60% of agentic AI costs. The commercially relevant metric is no longer cost per million tokens - it is cost per correctly completed and accepted business outcome.

Jul 22, 2026Modi ElnadiRead article
Were Microsoft's 4,800 Job Cuts Really Caused by AI?

Were Microsoft's 4,800 Job Cuts Really Caused by AI?

Microsoft announced 4,800 cuts on 6 July 2026. Its CPO said the roles are not being replaced by AI. The evidence points to Xbox portfolio change, capital reallocation and work redesign - not direct AI substitution.

Jul 21, 2026Modi ElnadiRead article
Are AI Layoffs Real Job Replacement or a More Investor-Friendly Restructuring Story?

Are AI Layoffs Real Job Replacement or a More Investor-Friendly Restructuring Story?

AI is contributing to job displacement, particularly in repeatable digital and administrative work. However, current technology layoffs also reflect margin pressure, portfolio restructuring, over-hiring, bureaucracy reduction and capital reallocation toward expensive AI infrastructure. The correct question is not whether AI was mentioned, but what work was genuinely automated and what capability disappeared with the role.

Jul 19, 2026Modi ElnadiRead article
Will Kimi K3 Change the Balance of Power Between Open and Closed AI?

Will Kimi K3 Change the Balance of Power Between Open and Closed AI?

Kimi K3 is the world's largest open-weight AI model. DeepSeek was the first. Llama, Mistral, and Qwen have been building the open-weight ecosystem for years. Does Kimi K3 represent a tipping point where open-weight models become the default choice for enterprise AI? Or do closed proprietary models retain structural advantages that benchmarks cannot capture?

Jul 19, 2026Modi ElnadiRead article