Closelook@AI Indices · Episode 4
Agentic Winners 40 — Who Gets Paid
Forty companies in four tiers that have to show they gain from AI agents. Down 4% this year but up 36% since the 25 June low — since the June chip high the application leaders are up 50% and the control plane 41%.
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0:00 The builders got paid first. This index tracks who gets paid next.
0:04 Episode 4: Agentic Winners 40 — the applications.
0:10 40 companies in four tiers: megacap gateways, control plane, application leaders and endpoints.
0:15 Each name has to show it gains from AI agents, not just talk about them.
0:20 This year the index is still down 4%.
0:24 But since the 25 June low it is up 36%.
0:28 This year only the megacap gateways are clearly up, +18%.
0:32 The endpoints, the devices, are down 18%.
0:37 Since the June chip high the order flipped: application leaders +50%, control plane +41%.
0:41 The money moved from the chips to the software that uses them.
0:46 Next: HALO — growth AI can’t touch.
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Research diary, not investment advice. Figures as stated in the video, to the date shown.