AI shifts the firm's boundary: cheaper in-house plus AI-amplified security risk may spell the death of B2B

cocktailpeanut · x · 2026-10-26

Invoking Coase's 1937 'The Nature of the Firm,' the author argues AI lowers the cost of doing things in-house while AI-amplified security breaches raise the cost of external dependencies. An illustrative cost-curve chart shows the intersection shifting right, making more activities economically viable to internalize. The endgame: every firm does everything — the death of B2B.

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