Activev3.0

AI & Knowledge Work

How AI transforms knowledge work. Why the next 3 years will reshape how expertise is created, validated, and delivered.

Signal Momentum

Supporting
+99
Challenging
-1
Trend
bullish
Accuracy
No predictions yet

Signal Momentum

Supporting (17)
Challenging (0)
Nov 21Dec 13Jan 5Jan 27Feb 19
Loading...

Thesis Evolution

Predictions Scorecard

?

Salesforce cannot sustain 10%+ revenue growth for more than one year. It is entering permanent managed decline.

high
?

Generalized growth for systems cutting across categories using Google Vertex or Microsoft Foundry will confirm the thesis

medium
?

Phase 2: advantage shifts to horizontal orchestration across the entire company

medium
?

Phase 1: specialized agentic providers replace traditional SaaS in each domain with outcome-based pricing

medium
?

Google Vertex and Microsoft Foundry adoption levels will significantly increase as indicator of agentic disruption

medium
View all 30 predictions →