Citrini Research's 'Agentic Utilities': why $BAND and $TWLO mark the agent-era inflection
citrini · x · 2026-09-10
Citrini Research republishes its paid piece 'Agentic Utilities' as newly relevant.
- Three-phase AI roadmap: datacenter hyperscaling, commodification, and the current integration/specialization 'Agentic Era'
- Its 26-name 'AI losers' short basket worked well, with the waterfall starting when agents actually arrived late last year
- 'Agentic Utility' names $BAND and $TWLO posted strong results, showing AI-driven earnings beats beyond semis
- Thesis: agentic AI has moved from concept to investable theme
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