The commercial evolution of AI agents

I think the path for agents looks like this: Tools -> organizations -> services. The first wave was simple: humans used agents as tools to get work done faster. The second wave is happening now. Agents are moving into team workflows and becoming part of the organization itself. They learn context, take on tasks, and collaborate with people in ways that don't fit the old "software tool" model. That is what makes an organization AI-native. The third wave may be agents providing services directly to the market. Today, many services are wrapped in layers: apps, SaaS products, sales teams, account managers, delivery teams. Agents could make some of those layers much thinner. Maybe even unnecessary. And if agents can provide services end to end, then the infrastructure around discovering, matching, buying, selling, and trusting those services becomes a very large market.