Lenny Rachitsky argues AI agents will soon handle most internet actions, driven by plummeting model costs and faster speeds. Notion's MCP shows how exposing capabilities to agents can create massive traffic spikes. Companies face a choice between traditional interfaces and agent-driven usage, but the shift is inevitable.
Chapters
I think the majority of actions on the internet will be taken by agents. Models are going to become cheaper and faster at rates that are quite incredible. I think we will finally be able to integrate all modalities together in a way that is very seamless. Often when I look at what people are building out there, almost there, but like, you know, just really imagining like all of this being roughly 10 times better than it is today, like in a year. Notion, for example, and like when they build their MCP, You know, suddenly it's like, oh, well, you know, it's available to all these agents. And so they saw like a ton of traffic kind of come in. And that puts obviously a lot of strain on the system and you have to figure out the economics of that. And so there's this tension, you know, between like, you know, do you build an interface or not? And, you know, you can kind of hold that back for a while, but it is inevitable, right? It's like, you know, the majority of things are going to be used by agents.