I don't want to buy car insurance any more. I want my AI agent to handle it, dealing with the insurer's AI agent. The share of the economy that works that way is the best early-warning indicator we have for the AI revolution hitting markets. The Agent Economy Index is a way to measure it, with a first reading and the thresholds that mean take-off.

Earlier this summer I gave the keynote at the Cottingham & Butler CEO Summit in Chicago. This is the argument I made, and why I think most mid-market CEOs are doing the second half of their AI job without ever doing the first.