The agent stack is being capitalized faster than the workers running it can be retrained out of jobs.

tokens/day processed inside Google on agent-developer tools

In March 2026 Google was processing half a trillion tokens a day across internal AI developer tools, doubling every few weeks; the company now processes more than three trillion a day. (Source)

This week the agent buildout stopped being a story about models and became a story about capital allocation. Google is spending what a mid-sized country spends to make agents the default surface; Meta is funding that same buildout by cutting 8,000 humans and saying so on the record; Andreessen Horowitz is paying $2.2 billion for a search engine that won't ever be loaded by a person. The cumulative bet is that within two years, the median web request will be made by software acting for someone, not a person acting for themselves — and every contract, headcount plan, and procurement clause is being rewritten against that assumption whether or not the spreadsheet says so yet. The companies still pricing AI as a productivity SKU rather than a substitution line item are the ones who will get re-priced first.

— Agentic desk