The whole internet is funded by impulse. Agents do not have any.

I learned the first half of that in 2002, selling calling cards to Indians in America. Prepaid PINs, ten dollars for so many minutes to India, back before recharges were a thing anyone said out loud.

The best place in the world to advertise that product was not a search engine. It was Indian news websites Like eenadu.net , Andhrajytohy dainik bhaskar and so on...

Because a man in New Jersey reading yesterday's headlines from his own district is a man who wants to call his mother.

No pixel. No lookalike audience. No targeting of any kind. Just a correct guess about homesickness, bought by the impression.

Google and Meta took that guess and industrialised it. They got so good at finding the moment before the thought that we stopped calling it persuasion and started calling it relevance.

Every free thing you use is paid for by those moments.

Now watch what an agent does.

It does not open the news at 11pm. It does not remember a voice. It reads your requirement, checks a thousand options, and buys the one that fits.

Bot traffic already passed human traffic and could reach a thousand times human volume within five years.

More traffic than the internet has ever carried. Almost none of it feeling anything.

You cannot sell to something that has no bad nights. You can only be the cheapest correct answer to its question.

That is not advertising. That is procurement.

When the buyer is software, does the best product finally win, or just the one that games the ranking?

Krishna Lakamsani | Building A Foundery | We build cash-positive companies, not valuations| I write at the intersection of AI, capital, and the future of human work: lessons, reflections, and honest takes from the founder-investor seat.