This blog is a monster 25 pages. Hence the executive summary

Transformation seldom starts at the core of an existing market or business, but rather starts in edge use cases of unmet needs and price performance (ie, Innovators Dilemma). Edge UCs may be the biggest economic opportunity for Agentic, organizing hyperlocal, DTC and the food chain to create a new kind of market. If these edge UCs can be addressed in the US, it also greatly expands the global market opportunity as small regional needs resemble the edge.

The consumer benefit of this approach is an awareness of the very different “purpose” of agentic platforms vs Amazon or Walmart.  Imagine identifying which businesses and service providers could address your needs locally.