6 months ago
Many people believe that only direct human needs create true wealth—and they're not entirely wrong. But if a demand indirectly flows through to serving human needs, it ultimately becomes human wealth. Think of gasoline: it's demanded by cars, yet that demand is really a proxy for human mobility. The fuel powers the vehicle, which in turn powers human outcomes. It's all part of the same value chain. Scale this idea forward, and the picture becomes clear: the primary engine of mainstream wealth in the future will be driven by the direct demands of AI agents, not by the consumer apps and human-facing products we obsess over today. Mainstream wealth—the portion that constitutes the majority of total human wealth and propels civilization forward—will originate from what AI agents themselves need: compute, data, energy, models, infrastructure, tools, and services optimized for autonomous intelligence. While these demands start as "AI-native," they will broadly and ultimately translate into human prosperity at massive scale. In other words, the next trillion-dollar economies won't be built by chasing the next human click. They'll be built by building what AI agents crave. And in doing so, they will create more human wealth than anything that came before.
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