Tech analyst compares AI agent adoption to dot-com's shift from websites to social media

The author argues the dot-com era correctly foresaw the internet's scale but wrongly assumed everyone would build websites; instead usage "collapsed" into social media and video streaming, simpler, safer formats. Instagram's TAM is 100x GoDaddy's, and 90% of traffic became video. Social media succeeded because it is 100% sandboxable, usable with zero attention, unlike HTML/JavaScript. Applied to AI: everyone will use agents, but under 1% will use coding agents. Agents must be made failure-proof—impossible, not merely unlikely, to make unintended purchases or leaks. The author also suspects autonomous industrial agents will outgrow business agents.

✨ AI summary of the linked source — not editorial content.

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