Generative AI and agents. Language and reasoning models move from chat to autonomous work: tutoring, companionship, coding, customer service, diagnosis.
Scaling Compounding now. Evidence is visible in company results and data. Largest effect expected 2024–2032.
Second-order effects
Cheap cognition collapses the price of advice-shaped services (tutoring, tax prep, basic legal, therapy triage) while raising the value of the physical work it cannot do. Electricity, not chips, becomes the binding constraint. Concentration risk in the index rises as a handful of firms fund the build-out.
Its neighbourhood
Everything this entry connects to directly. Click any point to follow it.
Frictions it intensifies
These pressures get worse, or reach more people.
Solutions it accelerates
- AI tutors
- AI companions
- Robo-advisors
- Tax preparation software and services
- Nurse lines and pediatric telehealth
- Dementia diagnosis and treatment
- Content moderation and reporting systems
- Remote and hybrid work
- Meditation and mental-wellness apps
- Language schools and apps
- Digital identity and verification
- News media
Solutions it threatens
Sectors it reshapes
How to track it
If this trend is real, these are the numbers that will show it first.