When will AI agents no longer just be a regular internal tool, but start making market usage costs so low that they shrink the boundaries of businesses?
AI can reshape businesses before it replaces labor.
The interesting part is not whether AI is better than humans. The more interesting part is: when will the market become cheap enough, reliable enough, and verifiable enough to replace part of the coordination work that companies used to keep in-house?
Think of a purchasing manager. His job is not just to ask for prices. He has to find suppliers, compare terms, renegotiate, track deliveries, and then handle issues when they arise.
That role exists in part because using the market for these tasks is still expensive.
If AI agents only help to speed things up, the company remains almost the same. But if they can compare, negotiate, track, and verify at a low enough cost, the boundaries of the business start to push back.
Businesses may not disappear. But a part of them may only exist because the market was previously too expensive to use.
AI can reshape businesses before it replaces labor.
The interesting part is not whether AI is better than humans. The more interesting part is: when will the market become cheap enough, reliable enough, and verifiable enough to replace part of the coordination work that companies used to keep in-house?
Think of a purchasing manager. His job is not just to ask for prices. He has to find suppliers, compare terms, renegotiate, track deliveries, and then handle issues when they arise.
That role exists in part because using the market for these tasks is still expensive.
If AI agents only help to speed things up, the company remains almost the same. But if they can compare, negotiate, track, and verify at a low enough cost, the boundaries of the business start to push back.
Businesses may not disappear. But a part of them may only exist because the market was previously too expensive to use.