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Agents Over Bubbles

Nobody is talking about this: agents just killed the AI bubble narrative.

Reporting by Stratechery (Ben Thompson) 1 min brief
Illustration of independent geometric mechanisms passing paper tasks along branching amber tracks.
AI agents and the coordination of work.AI illustration by KeyNews
The KeyNews take

Why it matters

A prominent tech analyst argues that agent adoption is fundamentally reshaping compute demand and justifying AI valuations—shifting the debate from 'bubble or not' to 'what does post-bubble growth look like.'

The key facts

4 to know

  1. Agent capability cited as reason to reject bubble thesis

  2. Compute demand patterns shifting due to agent workloads

  3. Implication: AI infrastructure valuations have fundamental economic justification

  4. Published March 2026 — suggests agents are entering deployment phase

Go to the source

Stratechery (Ben Thompson)stratechery.com

Publisher excerpt: Agents are fundamentally changing the shape of demand for compute, both in terms of how they work and in terms of who will use them. They're so compelling that I no longer believe we're in a bubble.
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