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March 19, 2026

Agents Over Bubbles — AI the News That's Fit to Prompt

AI the News That's Fit to Prompt
Thursday, March 19, 2026 · Vol. 1, No. 14 · 21 stories
Analysis · AI Strategy
Agents Over Bubbles

Ben Thompson reverses his bubble call: AI agent spending is warranted because agents change the math on everything. On the same day, Jensen Huang envisions 100 AI agents per human worker, and Cognizant doubles its disruption estimate to $4.5 trillion.

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+11 more stories, including a cartoon, a word search, and The Big Picture digest with podcast.
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