Last updated Nov 29, 2025
Chamath @ 00:37:52Inconclusive
aieconomy
Over the long term as AI agents and conductors mature (on a decadal timescale), the number of distinct operating companies globally will grow to at least many millions and potentially into the billions, driven by one-person or very small-team AI-leveraged businesses.
I think you find that there will be millions and millions and millions and maybe billions of companies. And I think that that's really exciting.View on YouTube
Explanation

Chamath’s prediction is explicitly framed on a decadal timescale (“over the long term as AI agents and conductors mature”). Adding ~10 years to the podcast date of March 15, 2024 points to roughly 2034 as the earliest point at which the prediction should reasonably be evaluated. As of today (November 30, 2025), we are only about 1.5 years into that window, far too early to assess whether there will eventually be “millions and millions and millions and maybe billions” of mostly one-person or very small AI-leveraged companies. Current statistics on global business counts and the maturity of AI agents do not yet speak to the eventual decadal outcome, so the prediction’s truth value cannot be determined at this time.