Every Monday we read the publications from McKinsey to IDC and condense them into themes that at least three houses raise independently. Every statement sourced.
89 percent of organisations use AI in at least one function, up from 88 percent a year ago. Generative AI realises only about 38 percent of its expected value, and the top 20 percent of companies capture 74 percent of AI-driven value.
Theme rotation
Each cell shows how many houses raised a theme in that week. This measures attention in strategy departments, not capital flows and not price movements.
| KW 36 | 37 | 38 | 39 | 40 | 41 | |
|---|---|---|---|---|---|---|
| Agentic AI | 7 | 9 | 8 | 9 | 10 | 6 |
| AI value, leadership | – | – | – | – | 5 | 6 |
| Health economics | – | – | – | 4 | 6 | 5 |
| AI infrastructure, power | 6 | 5 | 5 | 4 | 4 | 5 |
| Cyber and resilience | 6 | 7 | 7 | 6 | 6 | 4 |
| Work and skills | 4 | 4 | 5 | 5 | 6 | 4 |
| M&A, capital markets | – | – | – | 4 | 5 | 4 |
| Consumer and retail | 2 | 4 | 4 | 4 | 5 | 4 |
| Digital sovereignty | 3 | 4 | 2 | 2 | 3 | 4 |
| AI cost, agent budgets | 6 | 5 | 5 | 4 | 4 | 3 |
| Insurance | 3 | 4 | 5 | 2 | 4 | 3 |
| Payments, stablecoins | 2 | – | 4 | 5 | 2 | – |
Note: the number of robust signals rose from 5 (KW 34) to 21 (KW 41). Part of the risers reflects a maturing method, not market movement. Gartner (indirect) is not counted. KW 41 with limited Deloitte access.
Weekly chronicle · free
A short chronicle per calendar week, in our own words, with house counts and direction. The full chain of evidence is in the report.
Six houses describe that almost all companies use AI but few achieve measurable value. At the same time, two thirds overspend their AI agent budgets.
Five houses describe India as a growth market, a location for global capability centres and an AI research partner at the same time.
Reshoring, AI in plants and large capital projects appear as a robust theme for the first time, carried by seven houses.
Three ways
Chronicle, theme rotation, one fully sourced signal every week and a sample report.
All signals with evidence, week-on-week update, methodology and URL catalogue.
The same data as JSON, versioned and with terms of use. Currently on request.
Reports and pricing
The four most recent reports (currently KW 38–41)
The 13 most recent reports; until KW 43 all published so far (currently KW 31–41)
Multiple users, archive, JSON and API
EnquireFinal prices. No VAT shown in accordance with § 19 UStG (German small-business rule). After payment you receive the download link by email (valid 48 hours, 3 downloads per PDF).
For agents · in preparation
Research agents will be able to query themes, house counts and signals via API. Catalogue and theme history will be free; sourced signals will be deducted from a prepaid balance. Until then on request.
GET /v1/themes/agentic-ai-governance/history { "week": "2026-W41", "house_count": 10, "status": "robust", "trend_vs_prev_week": "strengthened", "usage_terms": "not-investment-advice" }
Method and limits
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