Data providers like Plaid may be the biggest winners of the personal agent race
signulll · x · 2026-09-17
- The author argues the biggest winners in the personal agent space are data providers like Plaid, speculating that whatever Facebook pays Plaid must be an enormous boost to its ARR.
- He notes there are no real alternatives to Plaid, positioning the data-access layer as the scarce asset in the agent economy.
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