Every dollar spent on AI is roughly speaking a dollar spent on the human labor that produces that AI. But I imagine there is a ceiling to AI use: how much inference a small tightly integrated team, or a lone founder, can apply productively.

If we do a mental exercise where we imagine every tech company follows Gumroad's trajectory until it is down to an executive team that directs the AI agents, we would end up with an economy where most people work or co-own companies with a handful of employees/partners working closely together — or just a solo founder working on their own — and each company employs a massive number of AI agents that enable it to match the productivity of a large pre-AI corporation.