AI agent adoption triples, measurable ROI emerges; agent valuations soar

Salesforce's Agentic Enterprise Index shows agents per org tripled to 13, creation time halved, 734M AWUs in April 2026. Measurable ROI emerging with 7/10 service sessions autonomous. Industry splits: retail 18X AWU growth vs regulated slower. AI agent valuations surge: Cognition at $40B on $1B ARR, OpenAI $40B ARR, SpaceX reportedly in talks to acquire Cognition AI. Stripe acquires OpenRouter for $7B (5x May valuation), signaling AI middleware consolidation. Rillet raises $100M at $1B for AI agents in ERP. This reinforces the agent economy thesis and capital concentration in application-layer AI.