in the australian market theres often comparison between how BYD/(chinese brands) may unseat Tesla (as the scale EV first mover), but I haven't seen what I think is the prize, which is BYD want to take on Toyota as the de facto king of global car making. They want the whole car market, not just EV and are already setup to take that on.
the AI umbrella has been helpful to my BigCorp to justify more machine learning work, or discrete optimisation and scheduling problems
agentic ai which is a huge buzz in enterprise feels more like workflow and rpa (again) and people misunderstanding that getting the happy flow working is only 20% of the job.