The Kobeissi Letter|Apr 15, 2026 21:28
AI agents are exploding in popularity.
As the AI Revolution advances, we are seeing massive growth in Agentic AI.
Between 2025 and 2030, revenue in this market is set to grow at a CAGR of 43.3%, rising to ~$48.3 billion per year.
As a result, Nvidia's CEO Jensen Huang has described current market conditions as the "inflation point" in AI.
Today, HockeyStack has announced a $50M capital raise for AI Agents that effectively run businesses as investor capital increasingly rotates into the space.
Autonomy is the future of AI.(The Kobeissi Letter)
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