What if the biggest opportunity in AI isn’t more compute but the ability to put it to work?

Our FII Institute’s latest op-ed, “Breaking the Bundle,” in collaboration with Ramez Shehadi, Global Chair of Kearney’s Digital, Analytics & AI, explores how agentic AI is fundamentally reshaping the enterprise-software stack and where the next wave of value could emerge.

As AI agents take on workflows once managed by people, the traditional software bundle is coming apart. The strategic battleground is shifting from systems of record to systems of action, with the orchestration layer becoming the critical control point where work gets done.

But technology alone will not determine who captures the upside. The missing asset is organizational absorption capacity, the ability to turn AI investment into real workflows, productivity and economic value.

The op-ed also examines why the Gulf and other emerging technology markets may have a unique opportunity to leapfrog legacy systems and build AI-native economies from the ground up.

Read the full op-ed to explore who will own the next layer of the AI economy and where the greatest opportunities may lie.