Orchestration Economics: From Disruption to Discontinuity (Chapter 1)
The software industry’s 2025 optimism masked structural transformation. When it surfaced in early 2026, the market had no framework to interpret it.
This is the latest excerpt from AGNT: The Orchestration Economics Manifesto - An Investment Framework for the Agentic Era. Each Thursday, I explore a major theme of the Manifesto and unpack the frameworks, adding extra context with more recent developments. Note: The figures and sequential references are taken directly from the larger Manifesto.
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