THE COMMODITIZATION OF SERVICES

Summary from the TLDR Founders newsletter

Before electrification, light was scarce and expensive. When it became cheap, people stopped thinking about the cost of turning on a switch. We're at the same moment with AI agents. Services that cost hundreds of thousands will cost tens to hundreds. The current agency model and vertical SaaS both rely on friction that's disappearing. If the cost of production drops to near zero, price must follow.