Kevin Simback 🍷(@KSimback):Personal agents will be as ubiquitous as email - everyone will have at least one When email first came on the scene it was highly fragmented, and it took a long time for everyone to get on board ISPs like EarthLink and AT&T gave them to users, then AOL, Yahoo and Hotmail become popular, and lots of people funnily used their uni address for a long time It wasn’t until 5-10 years later when Gmail went GA that the market started to consolidate I suspect we see the same action in the agent space - for the next few years it’s proliferation and fragmentation, then we start to see consolidation So think carefully before throwing down at $10b for something that could just be a Prodigy or EarthLink

2026.09.17 18:55

Personal agents will be as ubiquitous as email - everyone will have at least one When email first came on the scene it was highly fragmented, and it took a long time for everyone to get on board ISPs like EarthLink and AT&T gave them to users, then AOL, Yahoo and Hotmail become popular, and lots of people funnily used their uni address for a long time It wasn’t until 5-10 years later when Gmail went GA that the market started to consolidate I suspect we see the same action in the agent space - for the next few years it’s proliferation and fragmentation, then we start to see consolidation So think carefully before throwing down at $10b for something that could just be a Prodigy or EarthLink