Investors are flyingblind in the agent economy; companies must disclose AI-driven revenue to reveal concentration risks.
When AI agents buy your software, traditional metrics fail. Their revenue shifts unpredictably with model updates.
Track and segment revenue: human, agent-driven, and hybrid. Estimate exposure across foundational models.
Transparent reporting reduces risk and directs capital to truly understanding users — human or AI.
The finance world needs new disclosure standards.
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