Three years back, we mapped out who'd get crushed when AI was just a chatbot. Now agents are actually shipping at scale, so we're running that exercise again.
The shift from "chatbot answers questions" to "agent does the work" changes everything. Different winners, different losers, different second-order effects.
When agents handle procurement, negotiation, research, coordination—entire job categories and business models break. Not theoretical anymore. This is the next 12-24 months.
Worth revisiting which sectors face real margin pressure, which SaaS categories get disintermediated, and where new leverage appears for builders who move first.
The shift from "chatbot answers questions" to "agent does the work" changes everything. Different winners, different losers, different second-order effects.
When agents handle procurement, negotiation, research, coordination—entire job categories and business models break. Not theoretical anymore. This is the next 12-24 months.
Worth revisiting which sectors face real margin pressure, which SaaS categories get disintermediated, and where new leverage appears for builders who move first.
