🔮 What AI is doing to the company #608

AI agents may fundamentally change the economics of the firm by lowering coordination and handoff costs, enabling larger, more vertically and horizontally integrated organizations that can scale faster across multiple markets. For CIOs and technology leaders, this suggests AI will not just automate tasks but reshape operating models, governance, and the boundary between what should be built inside the enterprise versus sourced from outside vendors, with potential implications for concentration, control, and regulation.