Model routing becomes agent infrastructure
Aaron Levie uses Brian Armstrong’s cost forecast to sharpen a practical AI-infrastructure thesis. If most workloads can move to much cheaper models while the hardest tasks still need frontier systems, the scarce layer is no longer just model access; it is reliable orchestration.
The valuable product surface becomes deciding which model should handle which step, without destroying task quality. That makes routing, evaluation, and cost controls part of agent architecture rather than finance afterthoughts.
Agent orchestration that can cost optimize while still performing the task successfully will be in a strong position.