Latest / Today’s AI News / AI Agents Are Running Businesses Now, The A2A Future of B2B, The One-Person Billion Dollar Company
Transcript
- 0:00Welcome back to today's AI News, brought to you by 9X
- 0:02Productions. Let's just unpack this right
- 0:05away. Yeah, let's get into it.
- 0:06Imagine your AI used to be a really fast typing intern.
- 0:10You know someone who could summarize a meeting or draft a
- 0:12quick e-mail for you. Right.
- 0:14Helpful but basic. Exactly.
- 0:16But now imagine you walk into the office on a Monday morning
- 0:20and that intern just got promoted to chief operating
- 0:23officer and they're running the whole department while you
- 0:27sleep. It's a completely different ball
- 0:29game now. It really is.
- 0:31Welcome to the deep dive. Our mission today is to explore
- 0:35exactly what happens when we cross that line, when we move
- 0:38from artificial intelligence acting as a simple assistant, to
- 0:41AI functioning as a fully autonomous operator.
- 0:44Which is the biggest shift we've seen in years?
- 0:46Totally. And for our latest developments
- 0:48today, we are pulling this all apart using an exclusive Q&A
- 0:51from March 29th, 2026 with Ku Zhang.
- 0:55He's the President of alibaba.com.
- 0:57Right. And we're looking at that
- 0:58alongside the technical briefs for their new agentic system,
- 1:01which is called Ashio Work. So to really grasp the sheer
- 1:04scale of what Zhang is talking about, we kind of have to look
- 1:07at the underlying architecture that even got us here over the
- 1:10last year. Yeah, definitely.
- 1:12Because if you've been tracking the deployment of Agentic AI,
- 1:16you know that the release of the Open Claw framework just a few
- 1:19months ago, yeah, it fundamentally shifted the
- 1:21landscape. It was a massive deal.
- 1:22Well. Absolutely.
- 1:23I mean, Open essentially provided this universal
- 1:28standardized protocol for AI models to securely call external
- 1:32APIs, and it lets them manipulate software environments
- 1:36without any human middleware. Which means no human clicking
- 1:39the buttons in between steps. Exactly, it took agentic
- 1:42behavior from being this really neat theoretical research paper
- 1:46to actual real world deployment. We are no longer talking about
- 1:50chat bots here. We are looking at digital
- 1:52employees handling complex multi step, cross-platform tasks 24/7.
- 1:57But I mean, you're talking about handing over the keys to the
- 1:59operational engine of a company, yes?
- 2:01You can't just plug a quote UN quote CEO level intelligence
- 2:05into an old business model and expect it to function smoothly,
- 2:08right? No, not at all.
- 2:09The organizational psychology of that is just massive.
- 2:12I mean, how do you even begin to trust a system with that kind of
- 2:16unchecked power? Well, Zhang points out that the
- 2:18mindset shift begins by totally divorcing ourselves from being
- 2:21impressed by mere activity. We have to focus strictly on
- 2:25value. OK, Unpack that a little bit,
- 2:27Activity versus value. Right, so for the last few years
- 2:30the tech world has been completely dazzled by the sheer
- 2:33speed of generation. Like how fast a model can write
- 2:37Python code, or you know, process a 10,000 row
- 2:40spreadsheet. Or spit out a whole marketing
- 2:42campaign in 10 seconds. Exactly.
- 2:44But for an autonomy autonomous operator, those are just base
- 2:47level utilities. Generating text or code is no
- 2:50longer the metric for success. Interesting.
- 2:52Yeah, the true measure of an agentic system is its ability to
- 2:56navigate high value decisions, route around unexpected
- 2:59roadblocks, and actually Dr. measurable profit.
- 3:02That makes perfect sense actually, because if you hired a
- 3:05human COO and their only skill was typing really fast, I mean
- 3:09they'd be fired by lunch. Right.
- 3:10You want them making strategic decisions.
- 3:12Exactly. But handing over strategy to an
- 3:15algorithm that requires some serious guardrails.
- 3:19Like if an AI decides to aggressively optimize a supply
- 3:23chain, it could theoretically break three other departments in
- 3:26the process just by moving too fast.
- 3:28Which is exactly why the architecture relies heavily on
- 3:31what Zeng calls checkpoints. Checkpoints.
- 3:33Yeah, because handing over core operations requires radical
- 3:37transparency, but not in the way we usually think about like
- 3:41explainable AI. Right.
- 3:43You don't just ask the AI, hey, what are you thinking?
- 3:45No. You force the system to
- 3:46breakdown complex tasks into deterministic logic gates.
- 3:50OK, see, the AI is operating probabilistically right?
- 3:54It's basically guessing the best next step.
- 3:57But before it executes a major action, it must output its
- 4:00reasoning into structured data that hits a checkpoint.
- 4:03Oh wow, so it has to prove it. It essentially has to
- 4:05mathematically prove its work before the system allows it to
- 4:08proceed to the next node in the workflow.
- 4:10That's a huge safeguard. It is the goal is to ensure a
- 4:13minor digital hallucination doesn't just butterfly affect
- 4:16its way into a catastrophic real world supply chain collapse.
- 4:20So what is this? Does this actually mean for the
- 4:23human beings who used to, you know, manage that supply chain?
- 4:26That's a big question. It sounds like you are no longer
- 4:30the quarterback out on the field, reading the defense,
- 4:33throwing the ball and taking all the physical hits.
- 4:36Instead, you've become the head coach.
- 4:38You're standing safely on the sidelines, drawing up the
- 4:40playbook, acting as the referee, and basically setting the strict
- 4:44standards for how the game should be executed.
- 4:46And what's fascinating here is how that dynamic completely
- 4:49flips the traditional narrative of AI replacing human workers.
- 4:53Really. How so?
- 4:55Well, at this specific stage of the technology's maturity,
- 4:59people aren't being replaced, they are being upgraded to a
- 5:02supervisory layer. Oh I like that upgraded.
- 5:05Yeah, Zhang makes it abundantly clear that human workers have to
- 5:08transition from doing the grunt work of execution to designing
- 5:12the logic of the operation. Because everyone has the AI now.
- 5:15Exactly, Having the smartest AI is no longer a competitive Moat
- 5:20because through API access literally every company on earth
- 5:23has access to frontier models. Right, the playing field is
- 5:26totally levelled. So the true competitive
- 5:28advantage will belong to the humans who can identify the
- 5:31specific bottlenecks in their business and then design the
- 5:35perfect frictionless workflows around those goals.
- 5:38So you're upgrading from the person doing the heavy lifting
- 5:41to the architect of the entire system?
- 5:43Exactly. But if I'm stepping into that
- 5:45coach role, a coach still needs a team to manage.
- 5:48You can't just coach thin air. Very true.
- 5:51And that is where the rubber meets the road with
- 5:53whatalibaba.com has actually built with at you work.
- 5:56I mean, we have the theory, but how does the platform actually
- 5:59manifest this digital workforce? So at you work basically
- 6:03operates as an orchestration platform.
- 6:05It deploys A dynamic fleet of specialized agents, and they're
- 6:08powered by Alibaba's Quinn models.
- 6:11And why Quinn specifically? Is there a reason they went with
- 6:13that? Yes, and the reason is critical.
- 6:15These models aren't just optimized for like
- 6:17conversational fluency or chatting.
- 6:19They are natively trained on tool calling and API routes.
- 6:23Oh, so they're built to take action from the ground up?
- 6:26Exactly. And the platform assembles these
- 6:28agents based entirely on user described goals using a no code
- 6:32interface. Wait, no code so I don't need to
- 6:34know Python to set this up. Not a single line.
- 6:37You simply describe the business outcome you want to achieve, and
- 6:40the system dynamically pieces together the right combination
- 6:43of specialized agents, software, connectors, and skills to just
- 6:47get it done. But wait.
- 6:48How do I actually teach an AI my specific expertise if the whole
- 6:52thing is no code? Right.
- 6:54It sounds a bit vague at first, yeah.
- 6:56I just typing out like a messy Word document of my personal
- 7:00business rules and hoping the AI just sort of understands the
- 7:03vibe. Not quite.
- 7:04You are building what's essentially A semantic logic
- 7:07tree, but you're doing it using natural language.
- 7:09Under the hood, the system translates your plain English
- 7:12instructions into immutable constraints.
- 7:15Give me an example of that. Sure.
- 7:16Say you have a highly effective proprietary method for
- 7:19qualifying a sales lead. You tell the system never accept
- 7:23a wholesale price above X unless shipping is included and always
- 7:27verify the suppliers latency. OK, that's pretty specific.
- 7:30Right. And the Actua work platform
- 7:33takes that and converts that sentence into strict API
- 7:35parameters. That logic becomes a permanent
- 7:39reusable skill module in your digital workforces playbook.
- 7:42Oh wow. So you can swap agents in and
- 7:44out all day, but you're encapsulated expertise remains
- 7:48the governing law of that workflow.
- 7:50Let's ground this for the listener with the specific
- 7:53e-commerce example Zhang actually provided in the Q&A,
- 7:57because the mechanics of this are wild.
- 7:58It's a great example. So you tell the actual work
- 8:01system you want to launch a business.
- 8:02The agent goes out, pings various data brokers and
- 8:06analyzes real time market trends just to select a trending
- 8:09product. Right, doing all the market
- 8:11research instantly. Yes, then it uses its API access
- 8:15to automatically spin up a storefront.
- 8:17I mean formatting the database, setting up the UI and publishing
- 8:20it on Shopify, Amazon or TikTok shop with literally one click.
- 8:24And as impressive as that digital storefront is, the true
- 8:27operator definition really kicks in on the back end.
- 8:29Oh yeah, the sourcing. Exactly once the product is
- 8:32selected, the sourcing agent autonomously reaches out to
- 8:35global suppliers. It initiates multi round
- 8:39negotiations to secure the best wholesale price.
- 8:42It's haggling for you. It is actively reading the
- 8:45suppliers counter offers, adjusting its bids based on the
- 8:48margin requirements you set in your logic tree, and haggling
- 8:51over minimum order quantities. That is insane.
- 8:54And it only surfaces the final optimized deal to you for
- 8:57approval once the negotiation has completely plateaued.
- 9:00But here's where it gets really interesting to me.
- 9:03If my AI is conducting multi round supplier negotiations and
- 9:07the supplier is likely a modern tech forward business using
- 9:11their own agentic software. Which they probably are.
- 9:13Right, so how long until this is just two AIS haggling over the
- 9:17price of wholesale goods? Are they going to get trapped in
- 9:20some infinite loop where my AI low balls their AI by a fraction
- 9:24of a send every millisecond and their AI keeps citing micro
- 9:27fluctuations and supply chain constraints?
- 9:29It's funny you mentioned that because that specific scenario,
- 9:33two intelligent systems deadlocking in a high frequency
- 9:36negotiation work. It is a recognized
- 9:39vulnerability. I knew it.
- 9:41So how do they stop that? To prevent it, the interaction
- 9:44protocol actually requires standardizing the negotiation
- 9:47parameters. The AI's aren't haggling
- 9:50endlessly like humans might. They're exchanging structured
- 9:54data arrays that represent their hard limits, their constraints,
- 9:57and volume discounts. Ah, so it's just math to them.
- 10:00Exactly. They calculate the optimal
- 10:02overlap in a matter of seconds and notice what happened to the
- 10:05human in that entire e-commerce pipeline.
- 10:08You did almost nothing. Right.
- 10:10You didn't build the website, You didn't research the trends.
- 10:13You didn't write a single e-mail to the supplier.
- 10:15Your role shrank entirely to the final cryptographic sign off.
- 10:19Wow. You approve the initial payment,
- 10:21and later you approve the regulatory submissions.
- 10:24You've officially moved from managing the steps to defining
- 10:26the outcome. Which bridges perfectly into Ku
- 10:29Zhang's exact prediction for the next five years.
- 10:33Going back to the idea of a is negotiating with a is.
- 10:36Zhang explicitly states that the future of B2B commerce is
- 10:40entirely A to a agent to agent. The agent to agent economy is
- 10:45honestly the logical endpoint of this entire architecture.
- 10:48Within five years, Zhang anticipates that the vast
- 10:51majority of routine business to business tasks will flow
- 10:55autonomously between agents. Human initiation will be
- 10:58practically nonexistent. So it's just happening in the
- 11:01background. Totally.
- 11:02Your inventory agent realizes a specific Stu is running low, it
- 11:07automatically pings your suppliers fulfillment agent.
- 11:10They negotiate the replenishment terms based on preset structured
- 11:13parameters, draft the digital contract, and then just route
- 11:17the finalized payment order to a human for biometric approval.
- 11:20I have to challenge the reality of that, though I really do go
- 11:23for it, Zhang says. The human takes the blame if
- 11:25something goes wrong, right? Yes, he's very clear on that.
- 11:27But let's be real about the sheer speed of compute.
- 11:30If an A to a transaction happens in milliseconds, and my agent
- 11:35agrees to a terrible dynamic pricing contract that bankrupts
- 11:38my company before I've even poured my morning coffee, is a
- 11:42judge really going to care that I was, quote UN quote,
- 11:44technically the head coach? The speed of A to a commerce
- 11:49outpaces human oversight by design.
- 11:52How is that actually tenable from a liability standpoint?
- 11:55That is the ultimate accountability bottleneck, and
- 11:57it is exactly why these systems are not allowed to execute
- 12:01critical final actions synchronously.
- 12:03What do you mean by synchronously?
- 12:05So to make the a 2A economy legally and financially safe,
- 12:08agents operate in tightly sandboxed environments with
- 12:11asynchronous approval gates. OK, asynchronous, so there's a
- 12:14pause. Exactly.
- 12:15Your agent and the supplier's agent can negotiate the draft of
- 12:18that contract in milliseconds, yes, but the system places the
- 12:21finalized contract into an ESPRO like hold state.
- 12:25Ah, OK, that makes sense. Yeah, the cryptographic
- 12:28signature that legally binds your company requires a manual
- 12:31token. It requires your explicit human
- 12:34approval. Zhang is adamant about this.
- 12:37If you blindly click approve on a costly mistake without
- 12:41reviewing the summary checkpoint, the responsibility
- 12:44stays entirely with you. So you can't just point fingers
- 12:48at the tech. No, you cannot blame the
- 12:50algorithm in court because the algorithm did not authorize the
- 12:53actual execution. It really reminds me of the
- 12:55autopilot system on a commercial jet.
- 12:57Oh, that's a good comparison, right?
- 12:59Because a modern jet can fly itself entirely across the
- 13:02Atlantic Ocean, It constantly adjusts for wind shear, it
- 13:05maintains altitude, and it optimizes fuel consumption far
- 13:08better than a human physically could.
- 13:10Without a doubt. But the human pilot is still
- 13:12sitting in that seat, legally responsible for the lives on
- 13:14board. Yeah.
- 13:15They oversee the instruments. They monitor the systems, and if
- 13:18there's sudden catastrophic turbulence, they take the yoke.
- 13:21The plane flies, but the pilot commands.
- 13:24That analogy perfectly captures the dynamic.
- 13:27Autonomy and accountability are not mutually exclusive.
- 13:29They have to coexist. The architecture of actual work
- 13:32dictates that any action involving private files, real
- 13:35financial transactions, or external legal consequences, it
- 13:39just cannot bypass that human safety valve.
- 13:42And Zhang gave a really great example of this with VAT
- 13:45filings, value added tax. Oh yeah, tax compliance is huge.
- 13:49Actually, work can do all the heavy lifting.
- 13:51It scrapes the local tax regulations, which, you know,
- 13:54vary wildly by jurisdiction. It's a nightmare for humans to
- 13:57do manually. Total nightmare.
- 13:59It structures all your unstructured financial data,
- 14:02mapping your revenue to the correct tax codes, which
- 14:04drastically reduces the manual accounting burden.
- 14:07But the agent physically cannot submit the final filing to the
- 14:11government portal. That submission must go through
- 14:14an authenticated human channel. Because the core value of a
- 14:17human running an agent driven business is no longer execution,
- 14:21it is the exercise of judgement. You are the ultimate arbiter of
- 14:24risk. OK.
- 14:25So if human judgement, strategic risk assessment and just
- 14:28generally signing off on checkpoints are the primary
- 14:31roles left for us, how does this change the way we actually build
- 14:35a career? That is the big societal shift
- 14:37right there. Because if the AI is doing all
- 14:39the work, how does a company value a human employee's skills
- 14:43anymore? This brings us to a profound
- 14:45structural change Zhang points out.
- 14:47Regarding the new professional edge.
- 14:49He states definitively that headcount is no longer a proxy
- 14:53for organizational capability. Elaborate on that.
- 14:56Well, historically the power of a corporation was measured by
- 14:59its human capital, right? A company with 10,000 employees
- 15:03could effortlessly crush a company with 10 purely through
- 15:07brute force execution. Right, they just had more hands
- 15:10on deck. Exactly.
- 15:11But with agentic platforms standardizing execution, that
- 15:15metric is completely dead. Because a solo founder utilizing
- 15:19an agent platform like Atchio Work can basically mimic the
- 15:23operational footprint of a massive enterprise.
- 15:25Yes, entirely on their own. They can handle global sourcing,
- 15:29multi market regulatory compliance, and localized
- 15:31marketing all simultaneously. They are effectively competing
- 15:35with multinational corporations that have, you know, entire
- 15:38floors of skyscrapers dedicated to those specific tasks.
- 15:41Precisely So what makes a human inherently valuable in a 0
- 15:46execution environment, right? What's left?
- 15:48Zhang argues that the highest value professionals will be
- 15:51those with incredibly deep, nuanced domain expertise.
- 15:55It's no longer about knowing the mechanical steps of how to do
- 15:58the work, it's about knowing what exceptional looks like.
- 16:01Oh, I love that phrasing. Yeah.
- 16:02You need the expertise to set the precise success criteria for
- 16:06the AI's logic tree, and more importantly, you need the
- 16:10trained eye to spot the subtle, complex errors an AI might make
- 16:16before you give that final sign off.
- 16:18It's the difference between knowing how to operate a
- 16:19camera's shutter and knowing what makes a compelling,
- 16:22emotionally resonant photograph. That's spot on.
- 16:25The AI can pull focus perfectly, but you still have to direct the
- 16:28shoot. And Zhang mentioned something
- 16:30else about this domain expertise that completely shifts the labor
- 16:33model. Yeah, he said.
- 16:34This expertise becomes a portable asset.
- 16:37This is the real paradigm shift for modern careers.
- 16:40In the traditional economy, your skills were intrinsically tied
- 16:43to your labor. You traded your physical time
- 16:45for a salary. Right hours for dollars.
- 16:47But if you can encapsulate your domain expertise into reusable,
- 16:51usable AI skills like we discussed with those semantic
- 16:54logic trees, that expertise becomes a standalone product.
- 16:58Wait, so you can sell it? Exactly.
- 17:00It can be packaged into a proprietary module.
- 17:03It can be monetized in a digital marketplace.
- 17:06You can take your custom trained agent workflows and license them
- 17:09to multiple employers simultaneously.
- 17:12You're not renting out your hours anymore, you're licensing
- 17:14your digital playbook. Yes.
- 17:16That is an incredible reframing of human capital, and it
- 17:20perfectly leads us into our next section.
- 17:22Let's cover our quick hits and everything else in AI today.
- 17:24Yeah, let's jump into the lightning round from the
- 17:26interview. Toward the end of the Q&A, they
- 17:29put Zhang through this Rabbit Fire section, and there's some
- 17:32critical insights here about where the technology is actually
- 17:34headed. First, they asked him to
- 17:37identify the biggest misconception regarding AI
- 17:39agents. And his answer perfectly
- 17:41validates our entire discussion today.
- 17:43The prevailing fear is that AI agents are designed to replace
- 17:46people entirely. Which everyone is worried about.
- 17:49Of course, But he stresses that the architecture is actually
- 17:52designed to act as a dedicated team of experts Co constructing
- 17:56workflows alongside humans. It's an iterative, collaborative
- 17:59feedback loop, not just a magic button that renders humans
- 18:03obsolete. They also pressed him on what
- 18:06capability AI still fundamentally lacks, and he
- 18:09pointed specifically physical grounding.
- 18:12Which makes sense. Yeah, when you think about it,
- 18:14it is the great divide. Right now, AI reasoning is
- 18:17scaling exponentially in the digital realm.
- 18:20You can analyze massive data sets, write complex software,
- 18:23negotiate contracts at the speed of light.
- 18:25But it can't fix a sink. Exactly.
- 18:27Bridging that digital intelligence into real world
- 18:30physical execution. Like an AI physically navigating
- 18:33A chaotic warehouse to pack a customized box, or a robot
- 18:37diagnosing and fixing a leaking pipe, That translation from bits
- 18:40to atoms is still a massive unresolved bottleneck.
- 18:43And that gap between digital capability and physical
- 18:46imitation raises A vital question about where the
- 18:48immediate financial value lies in the tech sector.
- 18:50Which brings us to a somewhat spicy take from Zhang.
- 18:53Yeah, this leads directly to his most controversial belief.
- 18:57From the interview, he noted that a huge portion of the tech
- 19:00industry is hyper focused on consumer apps, building sleek
- 19:03tools designed for the general public.
- 19:05Right, everyone wants the next viral app.
- 19:07But he bluntly stated that CN or consumer end apps are
- 19:11fundamentally just about killing time.
- 19:13BN or business tools are about making money.
- 19:16Wow, shots fired. Yeah, Alibaba is clearly
- 19:20planting its flag in the B to B space, betting billions that the
- 19:24real revolution and the real profit is an enterprise
- 19:27efficiency, not consumer entertainment.
- 19:30Which brings us to his final prediction.
- 19:31And honestly, the implications of this one are just staggering.
- 19:35They asked him how far away we are from seeing the first one
- 19:38person billion dollar company. A true solo Unicorn.
- 19:42And his response? Probably just months.
- 19:44It forces a complete recalibration of what is even
- 19:46possible in business. I really want you, the listener,
- 19:49to pause and visualize the mechanics of that a single
- 19:53person sitting at a desk with an idea in a finely tuned fleet of
- 19:57autonomous agents. No HR department to manage
- 20:00conflicts. No middle management to relay
- 20:02instructions, no payroll tax to calculate and no commercial
- 20:07office space to rent. Just pure execution, just.
- 20:10Pure, unadulterated execution of our idea at a global scale,
- 20:15achieving a billion dollar valuation in months without
- 20:19hiring a single human employee. It shatters every fundamental
- 20:23law of business scaling we've relied on for the last century.
- 20:26It absolutely breaks the old models and it forces us to
- 20:30critically evaluate our own positions within this new
- 20:32economy. The immediate question for
- 20:34anyone listening is how can you start abstracting your unique
- 20:38domain expertise into these reusable workflows right now?
- 20:42This is essentially the dawn of community AI workflows where
- 20:45people will build, share, and license their encapsulated
- 20:48expertise. If the mechanical execution of
- 20:51your job is being automated, you need to identify what your
- 20:53specific high value playbook is and figure out how to codify it
- 20:57before the market simply expects you to bring your own agents to
- 21:00the table. Because if you don't define your
- 21:01playbook, you're just going to be the fast typing intern trying
- 21:05to out type the digital COO, and that is a race you will
- 21:08mathematically lose. Which leaves us with a totally
- 21:11different, much larger question to consider as we wrap up.
- 21:15Let's hear it. If we are truly months away from
- 21:18a one person billion dollar company, what happens to the
- 21:22macro economy? For centuries, wealth creation
- 21:26was inextricably linked to job creation.
- 21:29A company grew, it hired more people, and wealth was
- 21:32distributed through salaries which funded local economies and
- 21:35tax bases. Right.
- 21:36If a solo founder can generate a billion dollars in value with 0
- 21:40employees, how do government governments tax that
- 21:42effectively? How does society distribute
- 21:45resources when the concept of business success is completely
- 21:48divorced from job creation? That is the multi trillion
- 21:51dollar question and it paints a picture of a future that is
- 21:54equal parts thrilling and terrifying.
- 21:56So take some time today to reflect on what your specific
- 21:59domain expertise truly is. What is the one thing you know
- 22:02how to do better than the AI? The area where your judgement of
- 22:06what exceptional looks like just cannot be replicated by a logic
- 22:09tree because that is your new most valuable asset.
- 22:11Thank you so much for joining us on this deep dive.
- 22:13If you want to make sure you're always staying ahead of seismic
- 22:15shifts like this, hit that subscribe button to stay
- 22:18updated. And please take a second to rate
- 22:19the show 5 stars. It really helps us keep bringing
- 22:22you these deep dives. Remember, the intern just got
- 22:25promoted to COO. It's time to figure out what
- 22:29kind of head. Coach you want to be.
- 22:30We'll see you. Back here for tomorrow's
- 22:32episode.