Entering the trillion-agent economy (ft. Rohit Krishnan)
Azeem Azhar's Exponential View
EPIIPLUS 1 Ltd / Azeem Azhar
5.0 • 1.1K Ratings
🗓️ 19 February 2026
⏱️ 53 minutes
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| 0:00.0 | On Wednesday, Rohit, I fell just shy of 100 million tokens. |
| 0:06.4 | You know, it is intelligence on a tab. |
| 0:08.8 | Computer used to be a job that people did. |
| 0:11.6 | There used to be like a room full of people who were computers. |
| 0:14.0 | They would compute things. |
| 0:15.2 | And now it's machine. |
| 0:16.3 | The next up is analyst. |
| 0:17.6 | I think it's not unreasonable to think that we will have hundreds of millions |
| 0:21.4 | and then billions and then tens of billions and hundreds of billions of agentic systems |
| 0:26.3 | running around the internet as automated infrastructure in a few years' time. In that world, |
| 0:33.0 | that what do you think an agent meaningfully is? I called it homoagenticus. Suddenly the world becomes one where |
| 0:39.5 | agents are the ones that are interacting mostly with each other. Going to websites for us or like |
| 0:44.0 | doing transactions for us using your credit card. All of these things are the things that agents need |
| 0:47.8 | to be doing. Which means like when you have a trillion of them, we need different coordination |
| 0:51.8 | guardrails for them to be able to do tasks for each other. |
| 0:54.8 | Agents will need some mechanism to exchange value between themselves, where it won't so much be |
| 1:01.5 | about transaction costs and communication costs between employees, but it will be about security |
| 1:06.6 | and verifiability costs. I get LLMs to review all of my essays, and I throw away almost all of the comments that it gives me. I can see that it pushes it towards a mean. It's like, oh, you were too colloquial here. Take it out. It's like, no. Like, without that, you know, it'll read like the back of a breakfast cereal. Armini Arnold actually moves house this weekend into a new Mac Mini. It can see my lights |
| 1:30.4 | and I can turn them on as I walk to my studio from the house and a few other things. The hardest |
| 1:34.7 | leaps for my wife was, I don't need to think about what I need to ask it before I ask it. It's like, |
| 1:40.4 | don't worry about it. Just talk to it like, you know, it's your analyst and it'll just do things for you. |
| 1:44.8 | Or your husband. |
... |
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