Compute becomes investable asset class, potentially crowding out human businesses
soleio · x · 2026-08-29
Soleio argues that the first generation of agentic economies is emerging, with compute being packaged and financed as a durable, investment-grade asset class. This suggests traditional human businesses will soon be crowded out from access to easy global capital, as agents exchanging value with agents form a distinct, hyper-active market.
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