2025: AI Agent Ecosystem

I've interviewed 32+ agent leaders and made a few updates.

The 2025 AI Agent Ecosystem map outlines how AI agents are becoming dominant players in the tech world—reshaping internet applications, enterprise software, and disrupting traditional business models. This framework visualizes the key components of this rapidly evolving ecosystem, from foundational models to agent platforms, security layers, and data infrastructure.

Over the past few months, I’ve interviewed over 32+ AI agent founders (and hosted the AI Agent Congress) and tested this framework with dozens of VCs and startup leaders. The result is a comprehensive map reflecting the current landscape and future trajectory. I’ve presented this work at Nvidia HQ and most recently to an audience in Dubai, and now I want to share it more broadly with you.

What’s inside the map?

Ecosystem Layer: Anchored by foundational models (e.g., OpenAI), enterprise tools (e.g., Agent AI by HubSpot), and a mix of big tech players and emerging startups.

  • Application Layer: This is the largest sector, showcasing multimodal capabilities like input sensors, knowledge generation, and no-code tools that enable businesses to build functional agents.

  • Management Layer: Spanning orchestration, arbitration, and agent capabilities like self-healing and metacognition, this layer ensures agents can scale intelligently.

  • Data Layer: Balances exclusive enterprise data with open-source data access, creating a rich foundation for AI agent functionality.

  • The ecosystem is incredibly dynamic—constantly expanding with new players, tools, and innovations. While this slide gives a high-level view, there’s significant depth to explore. I could spend five minutes explaining the fundamentals or dive into five hours unpacking all the nuances.

This map is current for now, but in the coming future the boxes will blend, and we’ll see the discrete startups start to become features of each other. I could spend 60 seconds presenting this slide, or spend 6 hours, there’s so much more to discuss in this radically changing space.

On a related note, yesterday the new American company Stargate (backed by OpenAI, Oracle and SoftBank), read announcement from OpenAI will provide AI Infrastructure on American soil. exciting time as the US paves the way for AGI. While I’m mostly investing in the app and management layer, this rocket boost will propel the agent startups even further as they require data, energy and processing resources.

If you want more frequent commentary from me, I’m most active on Linkedin, find me here.