Description
Why the Market Is Dead Wrong About AI Disrupting RPA and the Massive Upside in Agentic Automation.
In this video, I break down a critical product demo from UiPath that reveals their "Act Two" in Agentic Automation with Maestro and Agent Builder. I explore why the prevailing narrative that "AI replaces RPA" is fundamentally flawed—instead, AI acts as the intelligent user for UiPath's decade-strong toolbox of automation bots. We also discuss how UiPath effectively competes with vertical disruptors like Lemonade, why it shares a deep strategic moat with Palantir regarding enterprise compliance, and why the stock may be significantly undervalued given its 57% market share dominance.
Watch the full PATH Q3 2026 Earnings Call Live Stream Here! https://youtube.com/live/Greev9gO-Aw?feature=share
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Chapters:
0:00 Introduction to UiPath's Agentic Automation
0:50 Overview of Maestro, Agent Builder, and IXP
2:21 Transforming Legacy Insurance Claims Processing
3:17 Reaction: UiPath vs. Lemonade and Market Disruption
5:42 Integrating Rules-Based RPA with AI Agents
7:23 UiPath's Dominant Market Share Statistics
9:16 Why AI is the User and RPA is the Tool
11:50 The Limitations of ChatGPT vs. Enterprise Workflow
13:16 The Compliance Moat: Comparing UiPath to Palantir