Yes:
The important point is that the adoption rates are still relatively low today, especially in small to medium-sized businesses. In 2030, we forecast that 12% of knowledge workers will be using agentic AI yet by 2040 that figure will be 37%. You have this very long tail adoption.
But:
Agentic AI is expected to drive a 24-fold increase in token consumption by 2030 as consumers and enterprises adopt the technology, according to Goldman Sachs Research
The vibe I get is that a lot of that token increase is consumer and end-user oriented: replacing search, organizing inboxes.
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