Hamiz Awan, Co Founder & Managing Partner
Growth gets expensive when every new customer requires more people, more coordination, and more management attention. AI agents give companies an opportunity to change those economics. We see an opportunity to increase the amount of work a team can handle while making better use of the expertise already inside the business.
This month we look at the State of AI Agents: where agents are producing measurable results, how a company stays in consideration when a customer’s shortlist is drawn up by an agent, and what it takes to establish who an agent represents once they work across organizations.
Join us on Thursday, 19 November at 3:00 PM CT / 4:00 PM ET.
Agents can take on portions of this work when they have access to the right knowledge and systems. The potential benefit is a team that can serve more customers while giving its most capable people more time for decisions that need their judgment.
For operators already using AI, the next investment should address what limits performance. Where is work getting completed correctly? Where does it still stop for missing information or repeated review? Improving an existing deployment may create more value than adding another tool. We would measure the full cost of completing the work, including the time people spend supervising agents and correcting mistakes.
For investors, the question extends to who keeps the gains. Lower costs can produce stronger margins, lower prices for customers, or both. Competition will influence how those benefits are shared. As agent capabilities become more widely available, we expect company knowledge, customer relationships, distribution, and execution to carry greater weight in determining who retains an advantage.
That makes the connection between operations and growth especially important. As customers delegate more research and comparison to agents, companies will need to earn consideration through another channel. We would look at how well a business can put agents to work internally and how effectively it reaches buyers whose research is increasingly assisted by AI. Greater capacity has more value when the company can fill it with profitable demand.
The infrastructure underneath
We also see opportunity in the infrastructure that allows agents to work across organizations. Businesses need ways to establish who an agent represents, define its authority, and verify what it has done. Blockchain offers one approach to shared records and agreements enforced through code. We see potential in systems that reduce the cost and friction of coordinating this work.
Our conviction is that improving capabilities will keep expanding what companies can delegate. The strongest opportunities will combine useful technology with a clear business advantage. We would put time, talent, and capital behind applications that improve service, create capacity, and give a company room to grow profitably.
Hamiz Awan
Managing Partner, Plutus21
