309 Thanks to the rise in low-cost satellite-driven Internet connectivity / access, the potential for the 2.6B (or 32% of the world’s population) that is not online to come online is increasing. These new users will start from scratch with AI functionality. Wow! When these new users come online, they likely won’t be met by browsers and search bars. They’ll start with AI – and in their native language. Imagine a ‘first experience’ of the internet that doesn’t involve typing a query into a search engine but instead talking to a machine that talks back. Imagine skipping the traditional application layer entirely, with an agent-driven interface managing disparate tech platforms from one place while understanding users’ local language, context, and intent. An agent-first internet experience could upend existing tech hierarchies, disintermediating dominant platforms and redistributing value. In this model, the winners wouldn’t be those who own the app, but those who own the interface. Global Internet User Ramps Powered by AI from Get-Go = Growth We Have Not Seen Likes of Before