AI agents are ruthless; boring infrastructure will win
every · x · 2026-08-22
Tina He argues that AI agents, as rational actors, will ruthlessly optimize for value and switch services in milliseconds, leading to scenarios where a $30k contract is canceled at 2 AM. She predicts that winners will be companies building 'headless' infrastructure for machine-to-machine communication, as well as regulated sectors like banking and compliance that prioritize efficiency over design polish.
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