Questions
Things I'm thinking about and don't have answers to yet. When one gets answered, it moves toPredictions or an essay.
Technology
- What is the right unit of identity for software that can copy itself?
- How should an agent prove what it did to someone who wasn't watching?
- How much of AI's cost curve is really an energy and cooling curve?
Industry
- When will agent-initiated transactions outnumber human-initiated ones online?
- Will agent infrastructure consolidate the way cloud did, or stay open the way the web did?
- Which incumbents' moats depend on a human being in the loop?
Economy
- What does credit look like for a borrower that isn't human?
- If agents can sign contracts, who carries the liability?
- What happens to pricing when the buyer is a machine that compares every option?