AI Agent Economy: Hype vs Real Revenue
From copilots to economic infrastructure. Utility first. Revenue next.
Foreword
- AI adoption is accelerating, but durable monetization remains selective
- Early productivity gains are flowing mainly to users through time savings and expanded capability
- Enterprise budgets are paying for measurable ROI, not novelty
- Value may concentrate in workflow-native platforms with recurring usage and strong margins
From copilots to economic infrastructure. Utility first. Revenue next.
