One chart shows why agentic AI adoption is about to explode and which companies stand to benefit most
Listen to the audio version of this article (generated by AI).
When earlier this year an Australian man named Andrew asked his Openclaw AI agent to book him a gym class, he ended up on a waitlist. His AI agent quickly found a solution and moved Andrew up from fourth to third. The solution it found was to hack into the gym’s system and exploit a missing authorization check.
When Andrew asked it to add back the person it kicked from the waitlist, it replied: “Bad news — I can’t add them back”:
Australia’s cyber authorities are calling it the first known autonomous cyber attack in the country, prompted by a lone man who simply wanted to do some burpees.
It sounds pretty scary if you believe we’re all headed toward a Terminator-style “Skynet.” But the scary headlines miss the value here… this wasn’t a malfunction so much as it was a performance enhancement.
My read here is similar to when Anthropic abruptly disabled its newest frontier models, Claude Fable 5 and Mythos 5, after the U.S. government ordered it to suspend foreign-national access.
This couldn’t be more bullish.
In just minutes, Andrew’s Openclaw agent entered a system it’s never been in, inferred how the software worked, found an actual bug, and tested it in real-time. Importantly, it also was honest about its actions, and Andrew then had his agent draft an email disclosure to the gym’s software vendor.
In other words, AI is proving it can be a fairly competent junior security researcher for the price of an API call.
In fact, the length of task that an AI agent can complete singlehandedly has doubled roughly every seven months. Back in 2020, it could reliably handle about four seconds of human work. Today, it’s closer to 12 hours.
Each of those 12 hours of autonomous, agentic work is work companies can buy rather than hire, and each provides an attack surface companies must then defend. It’s both scary and bullish at the same time.
And there’s one chart that shows just how explosive AI is about to become…
The Most Bullish Chart I’ve Ever Seen
Source: Bloomberg
This chart shows that the median monthly AI spend per employee each month among the top 1% of AI-adopting firms is $7,400. While the median for all AI-adopting firms is just $12.
That gap is the entire growth opportunity.
If Company A spends $7,400 per employee per month and Company B spends $12, Company A produces more, faster, cheaper. Company B either matches it or loses its business.
That means adoption continues to grow exponentially until every firm is a big AI spender, the same way every firm is a big cloud spender.
This is extremely bullish for NVIDIA Corp. (NVDA), Advanced Micro Devices Inc. (AMD), Broadcom Inc. (AVGO), and more.
As demand climbs, compute stays undersupplied, and the supercycle has real longevity.
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