The biggest AI Agent opportunities are going to be in categories of work where there could be a 10X or 100X increase in demand if the cost of executing certain tasks went down dramatically. The key is to find categories of work where there’s a significant amount of non-consumption simply because doing the work before... See more

AI Agents have the potential to democratize knowledge work in the same way that SaaS democratized software. And as we've seen in the past couple of decades with software, every time you make a service cheaper and more available, you dramatically increase the size of the total addressable market.  Let's take, for... See more