Thinking in Markets

S1E35 - When the AI Agent Replaces the Queue, Not the Department


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Customer service is where agentic AI looks most real, but the labor story is less dramatic than the sales pitch. Michelle and Vox unpack why routine tickets can disappear fast while headcount, trust, and complex cases move much more slowly, and what investors should watch in software, BPOs, and service-heavy businesses.

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Thinking in MarketsBy Vox