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AI, Applied Benchmarks | Wave 3

Canada Doubled its AI Runners in a Year but Fell Behind on Agentic AI

How Canadian B2B Tech Decision Makers are catching up on AI maturity while falling further behind on the operating stack that makes agentic AI work.

Findings from Wave 3 of Georgian + NewtonX AI, Applied Survey. Canadian Tech Decision Makers, n=72. Survey May 2026.

In Wave 2 of our AI, Applied Benchmarks Report published in June 2025, we reported that only 7% of Canadian B2B software companies operated as Runners (the most AI-mature tier in Georgian’s Crawl, Walk, Run framework), and 48% of Canadian Tech Decision Makers called absence of technical talent their top barrier to getting AI into production.

In Wave 3, the Canadian Runners share more than doubled to 17%, with more than 56% (up from 31% a year ago) of Canadian Tech Decision Makers saying they’ve moved beyond AI experimentation (Joggers + Runners).

But one gap widened: Canada is now 23 points behind the rest of the world in company-wide implementation of agentic AI (the gap was only 13 points in Wave 2).

Wave 3 at a glance: Canadian Tech Leaders

Three numbers that frame the Wave 3 Canadian story: AI maturity rising sharply while the agentic operating stack falls further behind the rest of the world.

Runner-tier share
Canada, Wave 2 → Wave 3 (+10 pts)
7% → 17%
Past experimentation (Joggers + Runners)
Canada, Wave 2 → Wave 3 (+25 pts)
31% → 56%
Agentic implementation gap vs ROW
Company-wide agentic AI; gap widened
13 → 23 pts
Data table for Wave 3 at a glance: Canadian Tech Leaders
IndicatorGap / valueDetail
Runner-tier share7% → 17%Canada, Wave 2 → Wave 3 (+10 pts)
Past experimentation (Joggers + Runners)31% → 56%Canada, Wave 2 → Wave 3 (+25 pts)
Agentic implementation gap vs ROW13 → 23 ptsCompany-wide agentic AI; gap widened

Canada is catching up on AI maturity

Runner share: Canada vs Rest of World

Share of Leaders classified as Runners under Georgian’s Crawl, Walk, Run framework. Wave 1 uses open markers to flag the smaller Canadian sub-sample (n=73; Canadian Runners n=4).

Canada’s Runner share grew from 7% in Wave 2 to 17% in Wave 3, narrowing the gap to Rest of World Runners (24%).

Runner share: Canada vs Rest of World5%7%17%12%17%24%
Wave 1 (Nov. 2024)
Wave 2 (Jun. 2025)
Wave 3 (May 2026)
% of Runners
CanadaRest of World
Data table for Runner share: Canada vs Rest of World
PeriodCanadaRest of World
Wave 1 (Nov. 2024)5%12%
Wave 2 (Jun. 2025)7%17%
Wave 3 (May 2026)17%24%
Runner share map view: Canada vs Rest of World (aggregate) — Wave 3 (May 2026)Canada17%Rest of World (aggregate)24%

Wave 3 (May 2026): Canada 17 percent, Rest of World 24 percent, gap 7 points.

Data table for Runner share map view: Canada vs Rest of World (aggregate)
WaveCanadaROWGap (ROW - Canada)
Wave 1 (Nov. 2024)5%12%7 pts
Wave 2 (Jun. 2025)7%17%10 pts
Wave 3 (May 2026) (selected)17%24%7 pts

Canada’s AI Runner share grew from 7% in Wave 2 to 17% in Wave 3, reducing the gap to Rest of World (ROW) Runners (24%). The Canadian companies that have moved past experimentation (Joggers and Runners combined) climbed from 31% to 56%, a 25-point gain.

Source: Georgian + NewtonX AI, Applied Survey. Wave 1 (Nov. 2024): Canada n=73, ROW n=528. Wave 2 (Jun. 2025): Canada n=201, ROW n=433. Wave 3 (May 2026): Canada n=133, ROW n=368.

The talent crunch flattened

The talent crunch the Wave 2 data highlighted appears to have flattened in Wave 3. When asked about their blockers in acquiring or upskilling technical talent, Canadian Decision Makers report the same pattern as their global peers, except when it comes to losing AI talent to Big Tech, where they are significantly less worried than ROW.

Top-2 talent blockers: Canada vs Rest of World

Share of Tech Leaders selecting each as a top-2 blocker to acquiring or upskilling technical AI/ML talent. Wave 3 (May 2026). Canada n=72; ROW n=180. Ordered by Canada-vs-ROW gap: only competition from Big Tech diverges materially; all other blockers sit within ~5 points of ROW.

Only competition from Big Tech / startups diverges materially: 17% Canada vs 30% ROW. Every other blocker sits within ~5 points of the rest of the world.

Top-2 talent blockers: Canada vs Rest of World0%25%50%75%100%
Competition from Big Tech / startups
17%30%
Limited candidate pipeline
44%40%
Lack of time / resources for upskilling
40%37%
Internal processes (hiring, approvals)
22%20%
Employer brand not strong enough
21%19%
Budget constraints
47%46%
CanadaROW
Data table for Top-2 talent blockers: Canada vs Rest of World
MeasureCanadaROW
Competition from Big Tech / startups17%30%
Limited candidate pipeline44%40%
Lack of time / resources for upskilling40%37%
Internal processes (hiring, approvals)22%20%
Employer brand not strong enough21%19%
Budget constraints47%46%

Automated coding solutions converted to production

Automated coding solutions may have helped Canadian companies increase their AI maturity and manage their tech talent challenges in the last year. Last year, 47% of Canadian Tech Decision Makers were piloting automated coding tools versus 38% globally. Those pilots now appear to have converted to production.

Automated coding adoption (e.g. Claude Code, Cursor, Copilot in production systems) by Canadian Tech Decision Makers climbed from 36% to 71%, putting Canadian engineering teams at parity with the global rate of 66%.

Automated coding: pilots converting to production

Share of Tech Leaders with automated coding tools (Claude Code, Cursor, Copilot) in pilot vs production. Wave 2 (Jun. 2025) → Wave 3 (May 2026). Production bars rise to parity as pilot bars fall, showing pilot-to-production conversion.

Canadian automated-coding adoption in production climbed from 36% to 71%, reaching parity with the global rate (66%) as Wave 2 pilots converted.

Automated coding: pilots converting to production0%25%50%75%100%
Canada: in production
36%71%
Rest of World: in production
35%66%
Canada: pilot / testing
47%19%
Rest of World: pilot / testing
38%21%
Wave 2 (Jun. 2025)Wave 3 (May 2026)
Data table for Automated coding: pilots converting to production
MeasureWave 2 (Jun. 2025)Wave 3 (May 2026)
Canada: in production36%71%
Rest of World: in production35%66%
Canada: pilot / testing47%19%
Rest of World: pilot / testing38%21%
Vibe coding: Canada at parity with global adoption

Share of Tech Leaders using citizen-developer vibe-coding tools (Replit, Bolt, Lovable), which debuted in Wave 3 (May 2026). Canada tracks the global rate at both stages.

Vibe coding (Replit★, Bolt, Lovable: citizen-developer-friendly tools that debuted in Wave 3) also reached parity: 44% Canada vs 48% globally in production.

In production
44% vs 48%
Canada vs ROW
Pilot / testing
31% vs 27%
Canada vs ROW
Data table for Vibe coding: Canada at parity with global adoption
IndicatorGap / valueDetail
In production44% vs 48%Canada vs ROW
Pilot / testing31% vs 27%Canada vs ROW

One place Canada is behind: Agentic AI

The 23-point company-wide agentic AI implementation gap (44% vs 67%) is the largest single Canada-vs-ROW operational gap in the Wave 3 dataset.

Company-wide agentic AI implementation

Tech Leaders reporting agentic AI already implemented and expanding, or in the process of implementing. Wave 2: Canada n=100, ROW n=226. Wave 3: Canada n=72, ROW n=180.

Canada’s rate of agentic implementation increased from 22% in W2 to 44% in W3 (+22% WoW) while the ROW rate increased from 35-67% (+32%). The 13 point gap that Canada saw vs ROW in W1 has now increased to a 23 point gap in W3.

Company-wide agentic AI implementation22%44%35%67%
Wave 2 (Jun. 2025)
Wave 3 (May 2026)
% implemented or implementing
CanadaRest of World
Data table for Company-wide agentic AI implementation
PeriodCanadaRest of World
Wave 2 (Jun. 2025)22%35%
Wave 3 (May 2026)44%67%

The deployment that does exist in Canada skews toward individual users rather than company-wide rollout. 32% of Canadian Tech Decision Makers say their organization has agentic AI in the form of individual users but no company-wide adoption, twice the rate of the rest of the world at 16%.

How agentic AI is deployed: individual users vs company-wide

Tech Leaders reporting agentic AI in individual-user form only (no company-wide adoption) versus full company-wide implementation. Wave 3 (May 2026). Canada n=72; ROW n=180. Canada’s deployment skews to solo pilots at roughly 2× the ROW rate.

How agentic AI is deployed: individual users vs company-wide0%25%50%75%100%
Individual users only (no company-wide adoption)
32%16%
Company-wide agentic AI implemented
44%67%
CanadaROW
Data table for How agentic AI is deployed: individual users vs company-wide
MeasureCanadaROW
Individual users only (no company-wide adoption)32%16%
Company-wide agentic AI implemented44%67%

What patterns are we seeing?

Skepticism isn’t the story.

We expected to see signs that Canadian Tech Decision Makers were more skeptical about agentic AI. The data doesn't support that assumption. Canadian Tech Decision Makers want the same things from agentic AI as global peers, accept the same autonomy levels, worry about the same threats and use the same guardrails.

Canada is building AI products slower.

The pilot-to-production timeline shows this pattern: 35% of Canadian Tech Decision Makers take 7-12 months to ship an AI feature from pilot to production, versus 19% globally. Only 62% of Canadian Tech Decision Makers ship pilot-to-production in under six months, versus 75% globally. Canadian companies have the pilots, but are slower to ship them.

Pilot-to-production speed: shipping AI features

Time from pilot to production for AI features among Tech Leaders. Wave 3 (May 2026). Canada n=72; ROW n=179 (excludes “unsure”). Canada has the pilots but is slower to ship them.

Ship in under 6 months
Canada vs ROW
62% vs 75%
Take 7–12 months to ship
Canada vs ROW, nearly 2×
35% vs 19%
Ship in under 3 months
Canada vs ROW
17% vs 28%
Data table for Pilot-to-production speed: shipping AI features
IndicatorGap / valueDetail
Ship in under 6 months62% vs 75%Canada vs ROW
Take 7–12 months to ship35% vs 19%Canada vs ROW, nearly 2×
Ship in under 3 months17% vs 28%Canada vs ROW
Pilot-to-production timeline: Canada vs Rest of World

Share of Tech Leaders by time from pilot to production for AI features. Wave 3 (May 2026). Canada n=72; ROW n=179 (excludes “unsure”).

Only 62% of Canadian Tech Decision Makers ship in under six months, vs 75% globally. The 7-to-12-month band is nearly 2× ROW (35% vs 19%).

Pilot-to-production timeline: Canada vs Rest of World0%25%50%75%100%
Less than 3 months
17%28%
3 to 6 months
46%47%
7 to 12 months
35%19%
More than 12 months
3%6%
CanadaROW
Data table for Pilot-to-production timeline: Canada vs Rest of World
MeasureCanadaROW
Less than 3 months17%28%
3 to 6 months46%47%
7 to 12 months35%19%
More than 12 months3%6%

Where the agentic gap shows up

Canadian companies are roughly on par with the rest of the world in terms of the number of infrastructure components being used as well as foundation model types and AI techniques. The agentic infrastructure deficit is in two specific components, both associated with a higher rate of implementation of agentic AI. In our view, this pattern of infrastructure adoption is consistent with Canada's agentic implementation being at an individual rather than organizational level.

Agentic infrastructure gaps: the two diverging components

Canada is roughly on par with the rest of the world on the number of infrastructure components, foundation model types, and AI techniques used. The agentic deficit concentrates in two specific components, both linked to higher rates of agentic implementation. Wave 3 (May 2026).

Agentic infrastructure gaps: the two diverging components0%25%50%75%100%
Large reasoning models (LRMs)
32%49%
Durable workflow engines
11%27%
CanadaROW
Data table for Agentic infrastructure gaps: the two diverging components
MeasureCanadaROW
Large reasoning models (LRMs)32%49%
Durable workflow engines11%27%

Canadian Tech Decision Makers also flag that integrating with legacy systems is a top barrier to agentic implementation (22% Canada vs 11% globally cite it as a top-3 agentic barrier).

Canadian Tech Decision Makers report AI is making code changes more likely to fail in production at twice the global rate (17% vs 8%).

Why the agentic gap is operational, not strategic

Three operational-friction signals where Canadian Tech Leaders trail the rest of the world by roughly 2×. Wave 3 (May 2026). Canadian Tech Leaders want the same things from agentic AI as global peers, and the gap is in execution.

AI code changes more likely to fail in production
Canada vs ROW, roughly 2×
17% vs 8%
Legacy-system integration a top-3 agentic barrier
Canada vs ROW, roughly 2×
22% vs 11%
Take 7–12 months from pilot to production
Canada vs ROW, nearly 2×
35% vs 19%
Data table for Why the agentic gap is operational, not strategic
IndicatorGap / valueDetail
AI code changes more likely to fail in production17% vs 8%Canada vs ROW, roughly 2×
Legacy-system integration a top-3 agentic barrier22% vs 11%Canada vs ROW, roughly 2×
Take 7–12 months from pilot to production35% vs 19%Canada vs ROW, nearly 2×

Canada has yet to seize the agentic opportunity

We believe there is an opportunity for Canadian companies to build and ship new agentic products. Canadian Tech Decision Makers currently appear to be building new AI products at a significantly lower rate than their global peers (19% vs 31%). Since Wave 2, there has been a shift away from enhancing existing products with AI with Tech Decision Makers preferring either a mixed strategy (new products + enhancement of existing products) or using AI to predominantly build new products.

How AI has reshaped product strategy

Share of Tech Leaders by how AI has affected their product strategy. Wave 3 (May 2026). Canada n=72; ROW n=180. Canada under-indexes on predominantly building net-new AI products (Canada +5 pts from Wave 2; ROW +12 pts).

Canada under-indexes on predominantly building net-new AI products (18% vs 31% ROW) and over-indexes on a mixed strategy.

How AI has reshaped product strategy
Canada
18%64%18%
Rest of World
31%54%15%
0%100%
Predominantly new productsEqually new + enhancingPredominantly enhancing existing
Data table for How AI has reshaped product strategy
MetricPredominantly new productsEqually new + enhancingPredominantly enhancing existing
Canada18%64%18%
Rest of World31%54%15%

We believe the next phase of AI value creation is increasingly going to be about net-new AI-native products and the agentic systems that power them. In our view, Canadian tech companies appear to be behind the global trajectory on this next phase. They’re past experimentation and ready to move from pilot to deployment.

We will be watching the Canadian benchmarks next year to see whether Canadian companies follow the global trend and turn agentic experiments into agentic systems or whether the infrastructure deficit and the slower shift to net-new product strategy creates a structural lag for Canadian tech companies.

Methodology

Wave 3 of Georgian’s AI, Applied Benchmarks Survey was fielded in April and May 2026 in partnership with NewtonX, surveying 501 Decision Makers, including 252 Tech Decision Makers, at B2B growth-stage software and enterprise companies in 4 countries (US, Canada, UK, Israel). The survey is one of a series of waves (Wave 1: Nov. 2024, n=601; Wave 2: Jun. 2025, n=634).

Definitions

  • Tech Decision Makers: Director level and above employees who responded to any wave of the AI survey administered by NewtonX with decision-making authority at B2B technology companies, including engineering, security product and data leadership. In Wave 1 and Wave 2, we referred to this cohort as R&D Respondents, but have adjusted our terminology to more accurately reflect the make-up of these survey participants.
  • ROW (Rest of World) Tech Decision Makers: Technical decision-makers at non-Canadian B2B software companies who responded to any wave of the AI survey administered by NewtonX (United States, United Kingdom, Israel). Wave 3, n=180.
  • Runners: Decision Makers whose organizations qualify as Runners under Georgian's Crawl, Walk, Run framework: AI projects in production at scale, with significant budget commitment. Used for the wave-over-wave Runner share comparison only.
  • All Canadian Decision Makers (Tech + GTM combined): Wave 1 n=73; Wave 2 n=201; Wave 3 n=133 — used for the headline Canada Runner share trend (5% → 7% → 17%).
  • All ROW Decision Makers (Tech + GTM combined): Wave 1 n=528; Wave 2 n=433; Wave 3 n=368 — used for the ROW comparison line in the Runner share trend.
  • Canadian Tech Decision Makers, all: Wave 2 n=100; Wave 3 n=72 — base for the agentic AI implementation, pilot-to-production, infrastructure, talent blocker, and product strategy findings.
  • ROW Tech Decision Makers, all: Wave 2 n=226; Wave 3 n=180 — ROW comparison base for the same findings.

Wave-over-wave comparisons compare Wave 2 (Jun. 2025) and Wave 3 (May 2026) unless noted. The Wave 1 Canadian sub-sample (n=73) is materially smaller and differently composed than later waves and is rendered visually for context only. Statistical significance has been tested at the 95% confidence level using a two-proportion z-test where indicated.

Key definitions

  • Crawl, Walk, Jog, Run framework: Georgian’s four-tier AI maturity classification. Agentic AI: AI systems that take autonomous actions across multi-step workflows.
  • Automated coding: professional-developer tools (Claude Code, Cursor, GitHub Copilot).
  • Vibe coding: citizen-developer-friendly tools (Replit★, Bolt, Lovable).
  • LRMs: foundation models optimized for multi-step reasoning.
  • Durable workflow engines: orchestration infrastructure for long-running multi-step AI workflows.

★ Indicates a Georgian portfolio company.

These materials, including the AI, Applied Benchmarks Wave 3 results and any related stories (the "Information"), are prepared by Georgian Partners Growth LP Inc. and its affiliates (collectively, "Georgian") for discussion and informational purposes only. The Wave 3 Survey was administered on a blind basis by NewtonX, Inc. ("NewtonX") and sent to individuals at B2B software companies identified and selected by NewtonX. Georgian was not involved in the selection of companies or Respondents may be individuals who work for current or former portfolio companies of Georgian. Respondents were compensated by NewtonX for their work in connection with the Survey, and NewtonX was compensated by Georgian; while the anonymous nature of the Survey mitigates against any conflicts, such compensation may subject Respondents to potential conflicts of interest in connection with their responses.

While the Information may be based on third-party sources Georgian believes to be reliable, Georgian has not independently verified all such information and does not guarantee that it is accurate, complete, or up to date. The Information is not an offer to sell securities, nor should it be deemed to imply an offer of securities, and may not be relied upon for making any investment decision with respect to any fund, vehicle, or product managed by Georgian. Nothing herein is intended to be representative of Georgian's prior or current investments or of the firm's investment experience or performance as a whole.

Logos or company names of third parties are the trademarked property of the respective companies and do not suggest any affiliation, endorsement, or sponsorship of Georgian or any managed investment vehicle.

This document may contain forward-looking statements identified by words such as "believe," "anticipate," "expect," "may," "will," and similar expressions. These statements are based on Georgian's expectations and are not guarantees of future performance; actual outcomes may differ materially. Readers should not place undue reliance on forward-looking statements. Nothing herein constitutes investment, tax, financial, business, legal, or other advice. Past performance is not indicative of future results.

All currency in US dollars (USD) except as otherwise indicated. All Information is as of May 2026 except as otherwise indicated.

About NewtonX: NewtonX is the research and insights platform that empowers businesses to solve their toughest challenges with confidence. Visit newtonx.com to learn more. About Georgian: Georgian is a growth equity firm investing in B2B technology companies. Georgian’s in-house AI Lab works with portfolio companies on production AI deployment. Visit georgian.io for more information.