In an AI-dominated future, the structure of the American economy is poised for a seismic shift. As AI slashes coordination and transaction costs, the Coase Theorem suggests a fascinating outcome: an economy teeming with smaller, more agile firms. This reduction in costs disrupts the very essence of firm size, allowing nimble players to enter the... See more

The economics of expertise are shifting. Firms that continue to price on inputs—time, headcount or pedigree—could lose to those that price on outputs: accuracy, speed and defensibility.

I think AI-native firms will operate on radically different cost bases. Their leverage won’t come from junior associates but from compounding machine intelligence.... See more

He breaks down the shift toward context engineering, agentic workflows, and human-supervised AI Pods, showing how companies are already using these systems to automate procurement, streamline e-commerce returns, and migrate legacy code. Migoya also unpacks model orchestration, AI guardrails, and the future of Globant’s token-based pricing for... See more