Real Alpha

Lenny's Podcast · 2 min instead of 37 min · Oct 4, 2026

Most internet actions will soon be taken by agents

TS

Tibo Sottiaux

Head of ChatGPT, OpenAI

  • Lenny RachitskyHost · Host, Lenny's Podcast

    Spent seven years at Airbnb; his product newsletter has over 1M subscribers.

About this segment

Tibo says most internet actions will come from agents, and products must be built to handle that scale. Notion's MCP launch shows the traffic strain and the economics it creates.

From “OpenAI’s Head of ChatGPT: We’re entering a new era of AI (again) | Tibo Sottiaux”, Oct 4, 2026. Watch the full episode

“I think the majority of actions on the internet will be taken by agents. Models are going to become more cheaper and faster at rates that are, you know, quite incredible.”
TSTibo Sottiauxat 30:55 · Lenny's Podcast30:55

Takeaways

  1. Build as if models are 10 times better in a year
  2. Agent traffic strains systems and changes your economics
  3. Plan for agent users while also building richer human experiences
Watch 2:12 from 30:45

In this episode

Full episode

  1. 30:45Most internet actions will soon be taken by agents2:12

  2. 11:39OpenAI will rev-share with plugins and recommend by retention2:54Up next
  3. 20:23A Dot warned Tibo of a production outage before a live demo2:15

Transcript

Transcribed by machine (Whisper) from the episode’s audio, so a word may be off here and there.

  1. 30:49

    what do you think people aren't pricing in in terms of where things are going and what will change that they're not just like seeing as clearly as they should? I think there's so many things that I feel are not yet priced in. I think the majority of actions on the internet will be taken by agents. Models are going to become more cheaper and faster at rates that are, you know, quite incredible. We will finally be able to integrate all modalities together in a way that is very seamless.

  2. 31:16

    I think, you know, those three, I feel like, you know, often when I look at what people are building under, it's just like not, you know, it's just like, you're not quite getting it. So, you know, you're almost there, but, you know, if you were just like pushing yourself and just really imagining like all of this being roughly 10 times better than it is today, you know, like in a year, you would build in a different way.

  3. 31:34

    Do you see any kind of second order effects that come from that from this world where most actions are being from agents, agents are probably most traffic is going to come from agents. That's right. You think about some second order effect that emerges out of that. There are many. First of all, if you want your product to be successful for agents you have to build for a certain level of scale. We've worked very closely with Notion for example and when they build their MCP, suddenly it's like oh well you know it's available uh to all these agents that you know can actually do the work and like use that mcp and so they saw like a ton of traffic kind of come in um and that puts obviously a lot of strain on the system and you have to figure out the economics of that and so there's like this tension you know between like you know if you're building products it's like you

  4. 32:18

    know do you build an interface or not and you know you can kind of hold that back for a while but it is inevitable right it's like you know you're the majority of things are going to be used by agents. Building towards that future, I think, is very important. The other thing is, you know, on the flip side, you know, building like, you know, absolutely delightful new experiences for humans that, you know, really benefit from all the modalities is something that I, you know, I feel like is underinvested in. Is there something you've changed your mind about in the past, let's say, year? Just something that you used to believe that you see differently?

  5. 32:49

    I was expecting us to reach the level of capabilities of the models that we have today,