Brett Winton and ARK analyst Jozef Soja dive deep into the rapidly evolving world of AI agents—software entities that are increasingly automating enterprise functions like customer support. They explore why AI agents are gaining traction, how they’re priced, and the potential for a new kind of agent-versus-agent arms race between companies and consumers. Later in the episode, they’re joined by Dr. Alan Bekker, founder of eSelf.ai and former Head of Conversational AI at Snap, who shares his journey from building voice agents for call centers to launching a real-time, face-to-face AI tutoring platform. Alan offers insights into how the rise of large language models (LLM) is reshaping education, what makes a great AI tutor, and why a visual, embodied presence is crucial for learning.

Key Points From This Episode:

• 00:00:00 What enterprise AI agents actually do and how companies like Salesforce are pricing them
• 00:03:41 Why $2 per AI conversation may already undercut human support costs
• 00:05:04 The Return On Investment (ROI) model behind agent adoption and enterprise productivity
• 00:06:41 Why agent-based software may retain higher pricing power than other AI tools
• 00:09:11 The coming arms race: AI agents negotiating with other AI agents
• 00:12:30 Scaling demand for customer service with intelligent automation
• 00:15:04 Vertical vs. horizontal Software as a Service (SaaS) in the AI agent ecosystem
• 00:16:43 AI’s impact across the software stack—SaaS, Platform as a Service (PaaS) , and Infrastructure as a Service (IaaS)
• 00:17:56 Why building your own AI apps may soon be cheaper than onboarding SaaS
• 00:20:01 ARK's  internal hackathon and how non-engineers are becoming developers
• 00:20:29 Guest: Dr. Alan Bekker joins to discuss the evolution of conversational AI
• 00:22:04 The journey from decision trees to LLMs: Lessons from Snap’s AI team
• 00:27:32 Seeing GPT’s impact from inside: OpenAI’s early partner outreach
• 00:31:47 Why face-to-face AI tutors found strong product-market fit in education
• 00:33:59 eSelf’s go-to-market strategy: Partnering with publishers as a business to business to consumer (B2B2C) wedge
• 00:36:24 Pricing real-time AI tutoring tools in a margin-conscious market
• 00:40:00 Business to consumer (B2C) aspirations: Moving toward a direct-to-student tutoring product
• 00:44:56 What’s still missing for real-time AI to match human-level teaching
• 00:48:03 The psychological impact of avatars: Building trust through embodied agents
• 00:51:43 Why personalization—not just LLM knowledge—matters in tutoring
• 00:54:20 Democratizing learning: LLMs as the end of expert-driven education