UiPath leads AI-driven automation revolution

The Automation Stocks Hedge Funds Are Watching (And Why You Should Too)

Author

James Brooks
February 28, 2025

While the world obsesses over conversational AI, some of the most durable bets in this space are happening behind the scenes in the automation layer.

UiPath (PATH) is proving that while large language models drive headlines, workflows drive revenue. And hedge funds are taking notice.


👉 Today’s Issue:

  •  Why UiPath’s agent-first automation strategy is catching fire

  • What rising ETF flows signal for enterprise AI adoption

  • How founders can combine RPA with agentic AI for deep leverage


AI News

➔ Featured Story


UiPath’s software bots don’t just respond to prompts, and they take action. Across supply chains, healthcare systems, financial institutions, and industrial operations, they’re handling real business work at scale.

While investor hype floods into generative AI, automation ETFs like BOTZ and ROBO are quietly outperforming. Hedge funds are betting big on companies like UiPath that drive bottom-line impact, not just top-of-funnel engagement.

Key Points:

  • 90% of IT leaders now prioritize AI-driven automation

  • Global professional service robot sales: +30% YoY (205K units shipped)

  • UiPath ARR hits $1.61B (+17% YoY)

  • Hedge fund interest in automation stocks surging vs. general AI index


Why It Matters: Agentic automation is where AI meets leverage.

UiPath is building an ecosystem where AI agents, software robots, and human operators collaborate in complex workflows, not just single tasks. This is where future enterprise stacks are headed:

→ LLMs generate insights

→ Agents orchestrate decisions

→ RPA bots execute actions in production systems

This isn’t “RPA 1.0.” It’s intelligent, composable automation that compounds over time.

Founders: If you’re not thinking about how agent-based orchestration and automated execution can transform your operations, your competitors will.

➔ Other Notable AI News

  • Meta adds agentic customer support to WhatsApp Business globally
    👉 Meta Blog

  • Siemens expands partnership with NVIDIA for AI-driven industrial automation
    👉 TechCrunch

  • US AI ETFs hit record inflows as enterprise adoption accelerates
    👉 Bloomberg

That's it for today!

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See you soon,

James Brooks—The Leader’s Leverage editorial team

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