In the fourth installment of the AlphaSense and Morgan Stanley Quarterly AI Update, we examine two of the key developments shaping the AI landscape this quarter: the rise of AI agents and the release of GPT-5.
We begin with AI agents, exploring how agent-driven interfaces may reshape SaaS applications and user experience, what agentic computing might ultimately look like, and how close we are to fully autonomous enterprise workflows. We also tackle the competitive implications of increasingly capable code-generation agents.
We then turn to GPT-5. Was it a turning point or a more incremental step? We discuss what the release signals about the limits of scaling, investor sentiment, and where real opportunities lie.
Watch Keith Weiss, Head of US Software Research at Morgan Stanley, and Sarah Hoffman, Director of Research, AI at AlphaSense, as they break down these developments and look ahead to what’s next.
