What does it mean to manage when the org chart includes agents?

That question sat at the center of Jazz Computing CEO, Dr. Lamia Youseff's guest lecture last week in Prof. Gregory LaBlanc's AI Strategy course at UC Berkeley's Haas School of Business with a room full of MBA candidates who will be making exactly these decisions within the next few years.

The session got a boost from Neil Hoyne, Chief Strategist at Google and bestselling author of Converted, who joined remotely to cover data strategy. A natural complement: one can't talk about agentic enterprise without confronting the data infrastructure underneath it.

Three ideas that generated the most traction in the room:

• Management theory has a gap. When reporting flows from humans to agents and back again, traditional management science doesn't hold. We need an entirely new discipline and it doesn't exist yet.
• The agentic AI value chain compresses margins over time. Where value concentrates in the stack today is not where it will concentrate in three years. Vertical integration is becoming a strategic imperative, not a nice-to-have.
• The Agentic Enterprise has economy-wide implications. This isn't an IT story. It's a labor, organizational design, and macroeconomic story  and most investors are still underwriting it as the former.

The next generation of operators is asking the right questions. The investment community needs to keep pace.

Thank you to Prof. LaBlanc and UC Berkeley Haas for creating the platform for this discussion.