Operational Intelligence // 2025-2026

MARKET MAP: THE RECKONING

The Great Decoupling

While 88% of organizations report AI usage, fewer than 6% are capturing EBIT impact. The market is splitting between Legacy Incumbents building "Model Governance" dashboards and Autonomous Disruptors building "Mission Governance" systems.

01

Market Phase

Accountable Acceleration

Transitioning from exuberant exploration (2023-24) to value-driven rigor.

02

High Performers

6%

Only a fraction of enterprises are scaling GenAI to capture significant EBIT impact.

03

Dominant Shift

Model to Mission

Replacing passive governance dashboards with active, self-healing autonomy.

04

Primary Risk

Human-in-Loop

Manual approval steps creating latency bottlenecks in high-speed operations.

Value vs. Hype Matrix

Scatter Analysis

Layer Saturation

Density Map
0 PROTOCOLS INDEXED
Vendor Layer Feature Protocol Function Description Imp (1-10) Dem (1-10)