01 · The Customer Question
02 / 07

Who is actually buying anything?

Agents are starting to mediate every purchase. The role of "customer" splits into three readers, each with different incentives.

01

The human

Source of intent and money. Wants belonging, taste, experience. The only party that can want anything in the first place.

02

The agent

The actual interface. Reads structured claims, ranks options, negotiates terms, closes transactions. Loyal to whoever controls its weights.

03

The platform

Sets defaults, takes fees, decides what surfaces. Whether today's platforms stay structurally dominant is now an open question.

"If you can prove what you say to a higher degree of certainty, that's the one that wins discovery."