Citrini Research Revisits Agentic Disruption: From Shorting Chegg to the 'Citrini Trade'
citrini · x · 2026-09-23
Citrini Research's new piece Agentic Reality updates its 2023 'Less Deus, More Machina' framework for a world where consumer-facing agents are actually removing intermediaries. Key points:
- The market's frame has shifted from 'the chatbot can show you a hotel' to agents genuinely stripping out friction — the tipping point, per the author, is behind us.
- The 'Citrini Trade' (shorting intermediary businesses) formed from their February article and the earlier '2028 Global Intelligence Crisis' scenario is being progressively validated.
- The author concedes they'll be right on some calls and wrong on more, but argues trillions in AI capex guarantee incumbent business-model disruption gets priced in gradually. Full piece is paywalled.
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