One thought I've had recently around AI is that if we move toward a Chatbot-style interface with the Web, far fewer requests will be made to third-party websites. This will negatively impact some cloud services, and companies like Cloudflare, Akami, any traffic-based company really. I had been thinking of AI as purely additive to infrastructure, but with further thought that may not be the case. .
At least Cloudflare has inference and AI products that could compensate for lost business elsewhere, but other companies that are more focused on just that one thing could certainly suffer
There may be a business model where they support and secure agentic workflows as we transition from primarily human to agentic interactions.
Thinking about a world where agents generate the majority of traffic is also super interesting. Agents won't view ads, so we could end up back where we were in the teens with the bot/scraping issue, but it will be flipped to where the big corps are the ones botting/scrapping the small sites.
The pricing models also will likely be completely upended. I can't see how the frontloaded subscription-based model continues to work in that world. A toll-based single transaction model seems much more likely.
I can see machine-to-machine-based marketplaces where services advertise workload fees to agents. It's interesting to think about. The workflows now are frontloaded, I sign up for a service and get a set of API keys, but in an agentic world that doesn't realy make sense.
MS isn't going to have some agreement with every service provider, and an individual isn't going to pay a monthly subscription for a one-off workflow task.
It seems like we're going to end up with a slightly different flow for most interactions where the agent has to dry run to build a workflow cost quote first, and then, if it is accepted, the agent does a live run, where each service is paid with some machine-to-machine payment system, crypto seems likely.
There's a whole other angle to agentic flows that I've been thinking about, as well as which brand receives the goodwill when an agent does the work. If your assistant has your suit dry cleaned and done well, do you give the goodwill to the dry cleaner or the assistant? 😬
It could be wholly anecdotal, but the options for air travel seem to have just gotten shitter. I have three international airports within reasonable driving distance, and I rarely find a flight with a reasonable departure, arrival or layover times.
Leaving for the airport at 3 or 4 in the morning to catch a flight, having a 3 or 4 hour layover, and spending 16+ hours traveling for a 2 or 3 hour flight is pretty exhausting.
On a positive note, at least security in many airports has gotten faster, and you no longer have to strip down or piecemeal out every electronic device into totes. However, that's like only having to each one shit sandwich after being made to eat two.
One thought I've had recently around AI is that if we move toward a Chatbot-style interface with the Web, far fewer requests will be made to third-party websites. This will negatively impact some cloud services, and companies like Cloudflare, Akami, any traffic-based company really. I had been thinking of AI as purely additive to infrastructure, but with further thought that may not be the case. .
That's interesting 🤔
At least Cloudflare has inference and AI products that could compensate for lost business elsewhere, but other companies that are more focused on just that one thing could certainly suffer
There may be a business model where they support and secure agentic workflows as we transition from primarily human to agentic interactions.
Thinking about a world where agents generate the majority of traffic is also super interesting. Agents won't view ads, so we could end up back where we were in the teens with the bot/scraping issue, but it will be flipped to where the big corps are the ones botting/scrapping the small sites.
The pricing models also will likely be completely upended. I can't see how the frontloaded subscription-based model continues to work in that world. A toll-based single transaction model seems much more likely.
I can see machine-to-machine-based marketplaces where services advertise workload fees to agents. It's interesting to think about. The workflows now are frontloaded, I sign up for a service and get a set of API keys, but in an agentic world that doesn't realy make sense.
MS isn't going to have some agreement with every service provider, and an individual isn't going to pay a monthly subscription for a one-off workflow task.
It seems like we're going to end up with a slightly different flow for most interactions where the agent has to dry run to build a workflow cost quote first, and then, if it is accepted, the agent does a live run, where each service is paid with some machine-to-machine payment system, crypto seems likely.
There's a whole other angle to agentic flows that I've been thinking about, as well as which brand receives the goodwill when an agent does the work. If your assistant has your suit dry cleaned and done well, do you give the goodwill to the dry cleaner or the assistant? 😬
It could be wholly anecdotal, but the options for air travel seem to have just gotten shitter. I have three international airports within reasonable driving distance, and I rarely find a flight with a reasonable departure, arrival or layover times.
Leaving for the airport at 3 or 4 in the morning to catch a flight, having a 3 or 4 hour layover, and spending 16+ hours traveling for a 2 or 3 hour flight is pretty exhausting.
On a positive note, at least security in many airports has gotten faster, and you no longer have to strip down or piecemeal out every electronic device into totes. However, that's like only having to each one shit sandwich after being made to eat two.
Yea, it is all pretty exhausting.
When traveling alone I can kind of zone out, read my books, listen to my podcasts, and silently bear it.
Btu when traveling with my family it all feels much worse..
I do the same, and passing the time is easy today, which may very well be aggravating the issue 😂