someone is about to raise a $100M Series A off the back of this tweet.
personal agents clearly have massive PMF, but monetizing them is a completely different problem.
i think the winning model will be one where agents are effectively free to the user while monetization happens entirely on the backend through the spend they influence.
the most obvious way to make that work is by building a network that agents can plug into and route spend through while earning a spread on every transaction.
to build this you need to:
1) onboard thousands of merchants across the most popular verticals
2) negotiate bulk pricing discounts
3) wrap all of their payment flows into one API that any agent can use
4) become the default commerce network that every agent plugs into
whoever raises the $100M Series A at a $1B valuation off this idea
i would appreciate a little equity :)