Growth projections from company documents through May 2025 (a flagship Google piece recruiting services firms and consultancies as “system integrators” in its ecosystem).
It nudges them to shift billing and IP toward application-layer bricks (agent libraries, connectors, data, design methodology, marketplaces).
30 use cases across six industries (tech, TMT, financial services, insurance, auto, industrial, public sector, healthcare, life sciences, retail, CPG).
As SaaS UIs age awkwardly and agents outperform, do services firms become affiliated design studios?
Includes:
• methodology and projections on exposed functions and the agentic AI market,
• a split between application-layer and services markets (still highly uncertain on services).