The economy is clearly shifting in ways that require business models to follow suit. Agentic commerce will undermine any model that relies on inertia, human friction, or inconvenience to survive. Machines have infinite time and patience to optimize costs, plan itineraries, recalibrate portfolios and eliminate overpriced subscriptions. If AI can spot a recurring source of cash flow that’s not delivering a return on investment for its user, it will eliminate it. That’s good for those who have money to spend.
The viral ‘Ghost GDP’ essay predicting a devastating AI doom loop is a warning to CEOs as they decide how much work to automate
