Artificial Intelligence is changing—but so is its economic model.

Today, organizations measure AI in tokens. Every prompt has a cost, every response is metered, and AI success is often judged by inference efficiency and token pricing.

But history suggests this is only the beginning.

In this episode, Navveen Balani explores how every major computing platform—from Linux and Apache to Kubernetes and TensorFlow—followed the same evolution: foundational technologies became commodities, while value shifted to the reusable capabilities and business platforms built on top.

AI is entering that same transition.

You'll learn:

  • Why the Token Economy is only the first phase of AI adoption.
  • How reusable AI Skills will become the next competitive advantage.
  • Why organizations will increasingly compete on business capabilities rather than foundation models.
  • How the Value Economy will redefine AI success through measurable business outcomes.
  • Why Lean Agentic AI is about maximizing business value with just enough intelligence—not simply using more AI.

The future of AI won't be defined by who has access to the largest models. It will belong to the organizations that transform intelligence into reusable capabilities and measurable business value.

If you're building, leading, or investing in Agentic AI, this episode offers a perspective on where AI economics is headed next.

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