Bot traffic has surpassed humans on the Internet. The winners in the next infrastructure cycle are the companies building trust rails for machines: agent identity, intent verification, API-native content delivery.
This is, consequently, also why all these AI companies are talking about selling computers to agents now. Its obvious the math doesn’t work when an agent costs more than a person does.
… but if agents were selling agents to agents while agenting… the math works similarly to company n increasing its market cap exponentially by “investing” in another company… o which promises really hard to invest that back in company n…
Look: its totally logical and all of this makes perfect sense. 🫧
This is such a dumb reference, but I cannot believe MumboJumbo’s current "mini"game project kind of perfectly predicted this… Bots trading to bots who are trading to bots all to boost the economy while the people are either starving to death within the system they robbed from us or living in the fringes and scrapping by
Theres a certain amount of inevitability in this… If its expected every single quarter you somehow produce better numbers than your last numbers… you are incentivised to make the sand castle taller by digging around its foundation spill more on the top. This applies to not only individual companies but the market at large - its practically fractal in nature.
Most of the market by now is aware AI and its promises are bullshit. Its just about passing that hot potato nuke around until it explodes. Nobody is worried about each pass making it a bigger bomb… they’re worried about not being the guy holding it when it blows.
This is, consequently, also why all these AI companies are talking about selling computers to agents now. Its obvious the math doesn’t work when an agent costs more than a person does.
… but if agents were selling agents to agents while agenting… the math works similarly to company n increasing its market cap exponentially by “investing” in another company… o which promises really hard to invest that back in company n…
Look: its totally logical and all of this makes perfect sense. 🫧
This is such a dumb reference, but I cannot believe MumboJumbo’s current "mini"game project kind of perfectly predicted this… Bots trading to bots who are trading to bots all to boost the economy while the people are either starving to death within the system they robbed from us or living in the fringes and scrapping by
Theres a certain amount of inevitability in this… If its expected every single quarter you somehow produce better numbers than your last numbers… you are incentivised to make the sand castle taller by digging around its foundation spill more on the top. This applies to not only individual companies but the market at large - its practically fractal in nature.
Most of the market by now is aware AI and its promises are bullshit. Its just about passing that hot potato nuke around until it explodes. Nobody is worried about each pass making it a bigger bomb… they’re worried about not being the guy holding it when it blows.
Venture capital?! Is that you?