Don’t Sell AI Agents, Sell AI Infrastructures Instead — The Billion-Dollar Opportunity

Julio Pessan

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4 min read

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3 days ago

The AI Mirage — And the Fortune Few See Coming

AI agents are everywhere. They write, talk, trade stocks, automate emails, and even schedule meetings. Yet, if you’re betting your business on selling AI agents alone, you’re already losing.

Why? Because AI agents are like apps — replaceable, commoditized, and easy to clone. The real goldmine isn’t in selling AI-powered chatbots, virtual assistants, or workflow automation tools. It’s in owning the infrastructure that makes AI work — the scaffolding that powers agents, not the agents themselves.

Google, OpenAI, and Microsoft aren’t just selling AI products; they’re selling the platforms AI runs on. And if you’re still selling agents instead of infrastructure, you’re leaving billions on the table.

The AI Gold Rush — And the Race to the Bottom

We’ve seen this pattern before. Think back to the App Store boom. Early iPhone apps made millions — until everyone started making them. The result? A flooded market, razor-thin margins, and endless competition.

The same thing is happening with AI agents. Companies build AI chatbots, productivity tools, and assistants, thinking…