1. AI as an Investment or a Liability? The technology market is currently witnessing a profound dichotomy. While Reuters reports that AI investments have already surpassed the $600 billion mark, investor anxiety is mounting at the same pace. The core concern has shifted: it is no longer about whether AI works, but whether it is financially sustainable. The Uber-Anthropic case serves as the "canary in the coal mine"—a tech giant seeing a projected two-year budget evaporate in mere months. This demonstrates that true AI disruption will not be defined by who trains the largest model, but by who can orchestrate this intelligence in an economically sustainable way. 2. The Agency Multiplier and Invisible Inefficiency Why did Uber’s budget burst? The answer lies in what I call the "Agency Multiplier." In traditional software models, costs are linear and predictable. In the new Agentic economy, a single business objective can trigger hundreds of autonomous interactions.…