Part 1 mapped what the incumbents are building for. This piece looks for the holes they leave. The door is free and the meter is going free, so I'd back what agents buy and the risk of what they do, at prices a realistic exit can repay.
The agent-payment protocols are free, and the open ones carry almost no money. The return sits with whoever issues the agent's credential and writes the rule for who eats a bad payment, mostly card networks and issuers, and with whoever owns the shopper's attention.
A ground-truth read on the fuel, the generation, and the equipment behind the AI build-out: what's physically available, where the constraints exist, and where capital can earn a return
Here's a few recommended posts to get you started:
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