The newsletter highlights a new AI divide emerging among companies — not between those that use AI and those that don’t, but between organizations that deploy AI agents at scale and those stuck running pilots.

Based on insights from McKinsey & Company, most companies have adopted AI in some form, yet only a small fraction have integrated agentic AI deeply enough to transform core workstreams.

Key Findings

• Technology companies lead in scaled agent adoption, especially in software engineering and IT

• Healthcare is seeing strong impact in knowledge management and IT operations

• Insurance has unexpectedly emerged as a leader in agent-driven marketing and sales

• Across industries, AI usage is widespread but shallow — adoption does not equal transformation

Strategic Insight

• The real competitive gap is forming around who can operationalize AI agents at scale

• Companies failing to move beyond experimentation risk losing margin, customer control, and decision power

• In sectors like banking, the biggest threat is not disruption — but hesitation and inaction

Bottom Line

AI agents are becoming decision-makers and operators, not just tools.
The winners will be CEOs who treat agentic AI as infrastructure, not innovation theater.

— From Joerg Storm, DIGITAL STORM Weekly

drstorm.substack.com

CEOs face a new AI reality: agents decide who scales, who loses profit, who controls customers, and who runs out of power first. #147b

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