AI Agents: Virtual Workers or Something Bigger?

Building the Builders

We published a piece back in February 2025 called Energy = Intelligence.

The core idea: as cost of energy drops, intelligence will become commoditized. Embodied intelligence in the form of robots will become widespread. Agents will be everywhere.

If you read Part 1, you understand the foundation.

You see the beautiful, interlocking curves. The cost of e…