TLDR Tech / Opinion
AI's next economy: shifting from inference to execution
The author posits that the upcoming era of the artificial intelligence economy will see value and influence transfer from pure infrastructure and model providers to companies that assemble agents and manage workload execution. As AI agents evolve from basic conversational inference to continuous, autonomous operations across standard computing environments, applications will be able to dynamically assign tasks to various models and services. This transition could lead to margin compression for suppliers and altered purchasing behaviors, mirroring patterns seen in past infrastructure booms.
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