@levie: Interesting to think about all the implications in a world where agents begin to make the best or most efficient choice…
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The tweet discusses how AI agents making optimal user choices could reduce switching costs, increase competition, and unlock economic activity in markets like healthcare and travel, fundamentally altering economic dynamics.
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Cached at: 09/28/26, 03:23 AM
Interesting to think about all the implications in a world where agents begin to make the best or most efficient choice for their users.
On one hand, there is some subset of the economy that benefits from the friction customers traditionally have changing something about their habits. In those parts of the market, switching costs will come down and competition is going to increase dramatically until some equilibrium is reached between the disruptive alternatives and the incumbents.
On the other hand, there are lots of markets that are hurt by a significant amount of friction, where agents will begin to unlock all kinds of economic activity by making it far easier to buy products or services that were too frictionful before. Healthcare, travel, local services, certain information services, and other entirely new markets probably are net beneficiaries of agents as a result.
No matter what, a future meaningfully mediated by agents that work tirelessly for us and our goals can’t possibly function exactly the same as today. Going to be wild.
Yano 🟪 (@JasonYanowitz): Fascinating.
Chief Economist at Apollo: agents could cause a bank run by sweeping household cash into accounts paying 3-5% instead of the 0.1% national average, causing banks to lose a large share of their cheap deposits.
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