AGNT Podcast Episode 14, recorded at the New York Stock Exchange and theCUBE Studios, examines artificial intelligence agents, compute economics, and enterprise architecture. The episode explores agentic systems, model advances, and enterprise adoption dynamics. Raphaëlle d'Ornano of Decoding Discontinuity joins hosts Gemma Allen of theCUBE Research and John Furrier of SiliconANGLE Media, Inc. d'Ornano provides expertise in orchestration economics and agentic workflows, and they discuss GPT-6, Anthropic's IPO and total addressable market claims, hybrid open-weights, and the shift from deterministic automation to agents that act on intent. The discussion covers use cases across legal, retail, and enterprise software. Key takeaways: d'Ornano contends GPT-6 represents a shift toward models that can act, raising questions about enterprise-grade execution and governance. TheCUBE Research highlights compute and access to megawatts as bounding variables for scale, while hybrid cloud, middleware, and agentic engineering emerge as pragmatic routes for incumbents and AI-native vendors to capture value.
AGNT Podcast Ep. 14 with Raphaëlle d'Ornano & John Furrier
GPT-6, Anthropic’s IPO, and AI agents. This episode examines compute economics, enterprise AI adoption and who captures value as software shifts from predictable automation agents that act on intent.
