The AI Frontier Playbook
What if the real battle for AI isn't about productivity, but about who controls the market when your agent is the one doing the shopping? In this episode of Mastering AI with the Experts, I sit down with David Rothschild, Economist at Microsoft Research and lead author of the paper "The Agentic Economy." We explore a shift most people aren't asking about yet: what happens to competition, discovery, and consumer welfare when AI agents, not humans, become the primary interface between buyers and businesses? David brings over a decade of research in market design and information flows to explain our transition from an attention economy to a preference economy. We discuss whether we are headed for tighter walled gardens or if open protocols will finally level the playing field for small businesses and consumers alike. The choices being made right now by developers and regulators will shape the next decade of global commerce. You'll Learn: 1. The Preference Economy: Why marketing dollars are shifting from catching eyes to satisfying automated agent criteria. 2. Breaking Platform Lock-in: How AI agents could virtually eliminate switching costs for consumers. 3. Stage One vs. True Transformation: The difference between AI-assisted tasks and AI-first autonomous workflows. 4. The Small Business Advantage: How an open agent ecosystem allows companies to compete on product quality and fit instead of massive ad spends. 5. Zero Friction: Why a drop in communication friction is more disruptive to the economy than raw processing power. 6. Walled Gardens vs. Web of Agents: The high stakes of closed ecosystems for future innovation. 7. The ACP Protocol: Why businesses may soon have to rebuild their digital presence to be readable by every major agent platform. Whether you are a business leader preparing for the next wave of disruption or a consumer curious about your future shopping experience, this episode provides a research-backed framework to position yourself on the right side of the agentic shift. 📌 Resources & Links David Rothschild on LinkedIn: https://www.linkedin.com/in/davmicrot/ [https://www.linkedin.com/in/davmicrot/] David Rothschild at Microsoft Research: https://www.microsoft.com/en-us/research/people/davidmr/ [https://www.microsoft.com/en-us/research/people/davidmr/] The Agentic Economy paper: https://www.microsoft.com/en-us/research/publication/the-agentic-economy/ [https://www.microsoft.com/en-us/research/publication/the-agentic-economy/] 📬 Enjoyed this episode? Subscribe to Mastering AI for Productivity: https://samuelboulangerai.substack.com/ [https://samuelboulangerai.substack.com/] Connect with me on LinkedIn: https://www.linkedin.com/in/samuelboulanger/ [https://www.linkedin.com/in/samuelboulanger/] Visit my website: https://samuelboulanger.com [https://samuelboulanger.com] #AI #FutureOfWork #AgenticEconomy #MicrosoftResearch #AIAgents
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