AI agent capability is abundant right now, but a seamless experience built on top is still scarce. Just as blockchains disappeared behind the interface, agents will too. Users won't care whether stablecoins or USD settle the transaction, or whether an agent compared bridging costs or ran compliance checks. They'll just want the job done. Just like today, I expect value will accrue to whoever owns the interface (i.e. the app users keep coming back to). That won't change even in the era of AI agents.