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Brett Winton and ARK analyst Jozef Soja dive deep into the rapidly evolving world of AI agents—software entities that are increasingly automating enterprise functions like customer support. They explore why AI agents are gaining traction, how they’re priced, and the potential for a new kind of agent-versus-agent arms race between companies and consumers. Later in the episode, they’re joined by Dr. Alan Bekker, founder of eSelf.ai and former Head of Conversational AI at Snap, who shares his journey from building voice agents for call centers to launching a real-time, face-to-face AI tutoring platform. Alan offers insights into how the rise of large language models (LLM) is reshaping education, what makes a great AI tutor, and why a visual, embodied presence is crucial for learning.
Key Points From This Episode:
00:00:00 What enterprise AI agents actually do and how companies like Salesforce are pricing them
00:03:41 Why $2 per AI conversation may already undercut human support costs
00:05:04 The Return On Investment (ROI) model behind agent adoption and enterprise productivity
00:06:41 Why agent-based software may retain higher pricing power than other AI tools
00:09:11 The coming arms race: AI agents negotiating with other AI agents
00:12:30 Scaling demand for customer service with intelligent automation
00:15:04 Vertical vs. horizontal Software as a Service (SaaS) in the AI agent ecosystem
00:16:43 AI’s impact across the software stack—SaaS, Platform as a Service (PaaS), a
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2025/06/26
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