Lex Sokolin on machine economy decks: who is the customer and what do they pay?

LexSokolin · x · 2026-10-28

Investor Lex Sokolin pushed back on the wave of "machine economy" pitch decks: he likes the thesis that AI agents represent a new kind of customer and says so in most replies — but he has one follow-up question: what is the customer actually buying, and how much is it paying? A pointed reminder of the gap between agent-economy narratives and real willingness to pay.

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