Ben Todd: Billions of competing AI agents, not assistants, will drive AI revenue past any plateau
ben_j_todd · x · 2026-10-25
Pushing back on the "how smart does your assistant need to be?" argument for an AI revenue plateau, Ben Todd argues most future demand will come from companies running billions of agents.
For businesses, agent intelligence has no ceiling: being smarter than competitors is what wins. Trading, ad auctions, litigation, and drug development are all tournament dynamics with winner-take-most payoffs, giving companies a constant incentive to pay for more capable AI.
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