Agentic AI Emerges as the Next Wave in Technology
OpenAI’s “ChatGPT” sparked a rapid growth in artificial intelligence applications since its launch roughly four years ago, becoming one of the fastest-growing consumer applications ever with millions of users and significant impacts on Wall Street. Key players in this burgeoning market include Advanced Micro Devices (AMD), Micron (MU), and Nebius (NBIS), all having recorded triple-digit returns over the past year.
In September 2023, notable AI product releases included OpenAI’s “GPT-6,” Anthropic’s “Claude Opus 5.5,” and Google’s updates. However, Meta’s “Muse” has taken the spotlight, achieving 1.1 million installs within just ten days, surpassing the launch rate of ChatGPT. This rapid adoption reflects the growing demand for AI applications.
As the industry shifts from generative AI to Agentic AI—which autonomously plans and executes workflows—Meta, OpenAI, and Anthropic dominate the competitive landscape. Meta is well-positioned with its 3.6 billion active users, extensive data, and the ability to offer Muse for free, potentially allowing it to capture a significant market share.
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