Beyond Coatue's Fantastic 40: Why Architectural Resilience Trumps Growth Projections in the Agentic Era

Introducing the Agentic Resilience Assessment Framework: In Defense of Google, Apple, Visa and Disney

Credit: Thomas Kelley

The next 18 months will determine which trillion-dollar companies survive the agentic revolution. While sophisticated analyses like Coatue's Fantastic 40 provide valuable insights into AI's potential winners by 2030, they may be solving for the wrong variables.

Traditional valuation frameworks that were built for human-operated software are about to become obsolete.

The emergence of agentic AI systems represents a paradigm shift that demands an entirely new analytical framework. These autonomous agents can reason, plan, and execute complex workflows. We are entering what we call "Act II of AI." Act I gave us predictive and generative systems that enhanced human decision-making. Act II introduces truly autonomous agents capable of pursuing complex objectives with minimal oversight.

This discontinuity transcends technological enhancement; It represents an architectural transformation that will reshape how value is created across every sector. Agentic AI resets the fou…