AI agents are pushing markets toward max efficiency—and it's brutal for anyone selling mediocre products or overpriced services.
Three real examples:
1. Spent hours researching white leather shoes, found Crown Northampton. Quality lasted. Most brands? Trash.
2. Doctors pushed a 2nd sinus surgery. ChatGPT helped me avoid it—turned out to be migraines. Saw a neurologist instead. Problem solved.
3. Used my Hermes agent to structure an options play on $AMZN for my open-source AI thesis. Outperformed just buying the stock.
The point? AI gives everyone near-perfect information. Bad products die fast. Overpaying becomes rare. Complex trades (like options strategies) are now accessible to anyone—not just Wall Street.
Now scale this globally. Billions can express long/short views with agents handling execution. Add 24/7 trading on Hyperliquid and market pricing gets razor-sharp.
People can mass-cancel subscriptions, move from 0% checking to 6%+ accounts overnight. No friction. No excuses.
What this means:
- Subpar offerings with fat margins get crushed
- Best-in-class products get bid up hard
- Value flows back to consumers
- Market concentration accelerates
If you're not delivering real value, AI agents will route around you. If you are, you'll capture disproportionate upside.
Efficient markets taken to the extreme.
Three real examples:
1. Spent hours researching white leather shoes, found Crown Northampton. Quality lasted. Most brands? Trash.
2. Doctors pushed a 2nd sinus surgery. ChatGPT helped me avoid it—turned out to be migraines. Saw a neurologist instead. Problem solved.
3. Used my Hermes agent to structure an options play on $AMZN for my open-source AI thesis. Outperformed just buying the stock.
The point? AI gives everyone near-perfect information. Bad products die fast. Overpaying becomes rare. Complex trades (like options strategies) are now accessible to anyone—not just Wall Street.
Now scale this globally. Billions can express long/short views with agents handling execution. Add 24/7 trading on Hyperliquid and market pricing gets razor-sharp.
People can mass-cancel subscriptions, move from 0% checking to 6%+ accounts overnight. No friction. No excuses.
What this means:
- Subpar offerings with fat margins get crushed
- Best-in-class products get bid up hard
- Value flows back to consumers
- Market concentration accelerates
If you're not delivering real value, AI agents will route around you. If you are, you'll capture disproportionate upside.
Efficient markets taken to the extreme.
