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The money never leaves the AI table. The house gets paid whether anyone wins.
AI made the pieces of a job cheaper than the person. The only thing left to pay for is the assembly.
Agents will do every task in your company except the one you were never allowed to delegate. Nadella, Sosin and Horowitz all said "own your own intelligence" this week. Anthropic's S-1 shows what happens when you don't: a landlord with a landlord. Sovereignty isn't owning the model. It's owning the scorecard, and that's a job.