Most of the market is priced for a world that's coming to an end.
Traditional software, legacy platforms, much of the SaaS layer of the S&P 500… all built on the assumption that humans will remain the primary customers.
AI agents don't buy software the way we do. They don't need dashboards, subscriptions, or logins. And once the buyer changes, so does everything built around them.
The investable opportunity ahead is the agentic economy… what gets built for agents as customers.
That's where the next wave of capital ends up, and most people aren't positioned for it.
@RealVision Moderna stock MRNA
Down 95% since mid 2021
Volumes below stock price
Forming a daily inverse head and shoulders
If earnings surprises hopefully will fly like an alt
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