Who Owns the Network (Agentic AI)
The real competitive advantage in agentic AI won't go to those controlling customer interfaces -- it will go to whoever controls the supply networks AI agents depend on.
17 March 20265 min readsurface area stack
Strategy frameworks, market observations, and things I had to write to understand.
The real competitive advantage in agentic AI won't go to those controlling customer interfaces -- it will go to whoever controls the supply networks AI agents depend on.
Organisations won't choose between AI and humans. The winners will run a rigid core of experienced staff alongside a fluid swarm of AI and specialist agents -- at the same time.