西蒙顾和：2026创新驱动营收增长：生成式AI与AI智能体变现指南（英文版）-三个皮匠报告

1、simon-Abde TambawalaAlix Nepveux Alexander AmmerDriving revenue growth through innovationA how-to guide to monetizing GenAI and AI agentsContentsWelcome to the Agentic AI era 3How to drive profitable revenue growth through AI innovation 8Outcome-based pricing&packaging 21How to adjust operations for

2、 agentic AI and GenAI 33Turning into action 37Authors 403Welcome to the Agentic AI eraA year ago,most conversations were about large language models,foundation models,or copilots.These were still framed as assistive tools:things you prompt,things that augment human effort,things that sit alongside y

3、ou.Now the narrative is shifting:not just tools that help,but agents that act.Instead of being reactive to prompts,agents can be proactive,goal-oriented,and autonomous across workflows.The projections are staggering,almost doubling the size of the market in just four or five years.Agents promise to

4、swallow entire categories of repetitive,operational work,serving as the connective tissue that sits between“ideas”and“outcomes.”This shift to agents isnt happening in a vacuum.Its the next step in a much longer journey of how businesses adopt and value software.Each prior era reshaped not only the t

5、echnology but also the mental model of what software is for and how it is paid for.In the on-premise era,software was essentially infrastructure.Customers bought big systems,paid heavy upfront CAPEX,and installed them in their own servers.They were back-office enablers,not frontline drivers of growt

6、h.Scalability was limited,innovation cycles were slow,and value was captured mainly by the vendors who could sell big license deals to enterprises.Then came the SaaS era,roughly from 2010 through today.This was the breakthrough that turned software into a utility customers could scale flexibly.Inste

西蒙顾和：2026创新驱动营收增长：生成式AI与AI智能体变现指南（英文版）（39页）.pdf

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