George Bandarian imagines a future where software agents and robots handle supply-chain problems entirely on their own. An agent spots an issue, a nearby robot accepts the job, fixes it, takes photos as proof, and the agent pays automatically. He calls it a potential trillion-dollar opportunity.
Let's fast forward, and if everything I'm saying happens the way that I'm saying it, we'll get to a place where we'll have billion or billions of agents and billion or billions of robots out there in the world. And so let's just imagine that it's there and imagine that an agent detects a supply chain issue out in the field. It finds, puts an ad out or whatever, contacts a bunch of robots, gets a robot that says, yes, I'll go do it. It's in the area. The robot goes, takes care of it, fixes whatever needed to be fixed physically, lets the agent know, you know, the robot automatically takes a photo, submits whatever the proof is, and then the agent settles the payment all without a human being involved. That's what we're talking about, right? Just to kind of put all this in perspective. So the trillion-dollar question for us as investors is when do you guys think this will happen?
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