Giffen good: someone has a fixed agent budget they spend partly on Claude and partly on Deepseek. As Deepseek prices rise, they're forced to use Deepseek more and Claude less because Deepseek is still cheaper and the total amount of tokens they need won't get small.
In Europe in the 19th century sending letters was very expensive. But it was charged by letter, not by weight or size of the letter, so people would gather to send multiple letters in the same paper or envelope, and at the destination it would be split and distributed to the actual recipients.
I mentioned here that "pi can build itself", because that's some of the marketing I hear. I've heard similar claims from other competitors.
But in fact I never liked that some people refer to the software that runs a glorified chatbox to an LLM with access to files on disk an "agent" and then claim that it somehow acts when in fact it's either the human prompting it that acts or, at best, the LLM model itself that "acts".
Who can say that home, spouse, father/mother are more important than work? They are all ephemeral too, just like work. They all give you identity, just like work.
But it's also false that "people can't stop working", most people don't care at all about their work.