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Agentic AI Will Break the Internet (ClawdBot, OpenAI & the AI Demand Delusion)

Agentic AI Will Break the Internet (ClawdBot, OpenAI & the AI Demand Delusion)

More or Less · Jan 30, 2026

Agentic AI like Moltbot will automate the web, potentially breaking internet economics, while a narrative of infinite demand drives AI investment.

Misinformation Makes Discerning Truth Too 'Expensive' for the Average Person

The modern information landscape is so saturated with noise, deepfakes, and propaganda that discerning the truth requires an enormous investment of time and energy. This high "cost" leads not to believing falsehoods, but to a general disbelief in everything and an inability to form trusted opinions.

Agentic AI Will Break the Internet (ClawdBot, OpenAI & the AI Demand Delusion) thumbnail

Agentic AI Will Break the Internet (ClawdBot, OpenAI & the AI Demand Delusion)

More or Less·20 days ago

Agentic AI's True Threat Is Its Accessibility, Not Its Novelty

Tools like Moltbot make complex web automation trivial for anyone, not just engineers. This dramatic drop in the barrier to entry will flood the internet with bot traffic for content scraping and social manipulation, ultimately destroying the economic viability of traditional websites.

Agentic AI Will Break the Internet (ClawdBot, OpenAI & the AI Demand Delusion) thumbnail

Agentic AI Will Break the Internet (ClawdBot, OpenAI & the AI Demand Delusion)

More or Less·20 days ago

AI Investment Success Hinges on Narrative Strength, Not Technical Truth

The AI boom can sustain itself as long as its narrative remains compelling, regardless of the underlying reality. The incentive for investors is to commit fully to the story, as the potential upside of being right outweighs the cost of being wrong. Profitability is tied to the narrative's durability.

Agentic AI Will Break the Internet (ClawdBot, OpenAI & the AI Demand Delusion) thumbnail

Agentic AI Will Break the Internet (ClawdBot, OpenAI & the AI Demand Delusion)

More or Less·20 days ago

CEOs Prioritize Short-Term Revenue Hits Over Long-Term Brand Health

Corporate leaders, aiming for a three-year tenure and a stock option payout, often accept detrimental long-term deals. They willingly sacrifice brand control to aggregators for immediate revenue gains, repeating historical mistakes seen in industries like media.

Agentic AI Will Break the Internet (ClawdBot, OpenAI & the AI Demand Delusion) thumbnail

Agentic AI Will Break the Internet (ClawdBot, OpenAI & the AI Demand Delusion)

More or Less·20 days ago

Retailers Risk Repeating Media's Google Mistake with AI Chatbot Front-Ends

Just as newspapers ceded their audience to Google for traffic, retailers are being tempted to let AI chatbots handle customer interactions. This trade sacrifices brand identity and direct customer relationships for short-term volume—a historically catastrophic move that leads to commoditization by an aggregator.

Agentic AI Will Break the Internet (ClawdBot, OpenAI & the AI Demand Delusion) thumbnail

Agentic AI Will Break the Internet (ClawdBot, OpenAI & the AI Demand Delusion)

More or Less·20 days ago

AI's 'Infinite Demand' Narrative Ignores The Risk of Profitless Commoditization

AI infrastructure leaders justify massive investments by citing a limitless appetite for intelligence, dismissing concerns about efficiency. This belief ignores that infinite demand doesn't guarantee profit; it can easily lead to margin collapse and commoditization, much like the internet's effect on media.

Agentic AI Will Break the Internet (ClawdBot, OpenAI & the AI Demand Delusion) thumbnail

Agentic AI Will Break the Internet (ClawdBot, OpenAI & the AI Demand Delusion)

More or Less·20 days ago

AI Agents Can Build Internal Apps for $150, Replacing Costly Engineering Sprints

An AI agent was used to build a functional internal CRM iPhone app in just two hours for approximately $150 in API costs. This highlights a massive ROI compared to traditional development, which would have required tens of thousands of dollars and months of work from an engineer.

Agentic AI Will Break the Internet (ClawdBot, OpenAI & the AI Demand Delusion) thumbnail

Agentic AI Will Break the Internet (ClawdBot, OpenAI & the AI Demand Delusion)

More or Less·20 days ago

Developers Should Build Memorable Viral Projects, Not Another SaaS Product

In the current AI hype cycle, a developer's reputation is built on memorable work. Creating a clever, viral, or even prank-like project serves as a better 'calling card' for one's career than pitching another generic SaaS idea. The era rewards playful and unexpected uses of technology.

Agentic AI Will Break the Internet (ClawdBot, OpenAI & the AI Demand Delusion) thumbnail

Agentic AI Will Break the Internet (ClawdBot, OpenAI & the AI Demand Delusion)

More or Less·20 days ago

Tech's 'Apolitical Workplace' Strategy Fails When National Crises Escalate

The tech industry's attempt to create apolitical workplaces, championed by leaders like Coinbase's CEO, is proving unsustainable. Major national events are making this stance untenable, as the external world forces its way in and compels responses from employees and executives alike, showing the limits of the approach.

Agentic AI Will Break the Internet (ClawdBot, OpenAI & the AI Demand Delusion) thumbnail

Agentic AI Will Break the Internet (ClawdBot, OpenAI & the AI Demand Delusion)

More or Less·20 days ago