• Enterprises are deploying AI agents faster than they can measure them. • In our Q4'25 survey of 59 executives, 80% said AI agent adoption is a priority, but 40% can’t track or don’t know their ROI. • This disconnect creates opportunity at the infrastructure layer. • As AI agents move into production, the companies building measurement and performance tools will define how enterprises evaluate, budget for, and scale agent deployments. • Leveraging CB Insights data, we surfaced 3 emerging markets (with a median Commercial Maturity of 3 or below) central to measuring and improving AI agent ROI. • We then assessed what’s next for them using CB Insights Mosaic scores, our proprietary measure of company health and success potential.

Article Summaries:

  • Enterprises are accelerating AI‑agent deployment, yet 40 % of executives report they cannot track ROI, according to a Q4 ‘25 CB Insights survey of 59 leaders. This gap is driving demand for infrastructure tools that measure agent performance, cost, and business impact. CB Insights identifies three emerging markets: observability & evaluation (the most active genAI sector, with acquirers like Snyk and Coralogix integrating monitoring), memory management (a 19‑company niche focused on persistent context), and AI cost‑management software (linking agent activity to revenue). High‑Mosaic startups in each space are poised to shape how firms budget, scale, and optimize AI agents.

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