Agents don't need to be daily habits to be billion-dollar businesses  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

Chain of Thought

The Magic Minimum for AI Agents

Agents don't need to be daily habits to be billion-dollar businesses

by Dan Shipper

Midjourney/Every illustration.

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A good rule of thumb for a good software business is the toothbrush test: Is your product good enough for people to use at least twice a day?

But AI agents are creating a new test, what I’m calling the magic minimum: Can your product periodically deliver enough unexpected value to be irreplaceable, even if users only engage with it once or twice a month?

In the allocation economy, the universe of viable software businesses expands: an entire ecosystem of specialized agents quietly working in the background, earning their keep through occasional moments of delight.

The origins of the toothbrush test

Larry Page created the toothbrush test early on at Google to filter new product bets like Gmail, and acquisitions like YouTube and Android.

It’s useful because it filters for high-upside products. The biggest software businesses are daily habits. They become indispensable tools people reflexively turn to multiple times a day.

This constraint—that great software businesses need to be a daily habit—is driven by human psychology: You only remember things you use a lot.

The toothbrush test constrains the universe of software businesses

This constraint has shaped the entire software industry.

We can only remember to use so many products, which kills the upside in the long tail: Even if a specialized tool would be perfect for your need, if it’s something you’re only going to use every once in a while, you'll probably use a feature in Notion or Excel. It's not that better tools don't exist; it's that you'll forget they exist. So they can survive in the corners of the internet, but their growth is limited. (Of course, daily-use specialized tools flourished pre-AI, and will continue to.)

The market consolidates around a few giant Swiss Army knife products rather than an ecosystem of focused, occasional-use tools.

The magic minimum: proactive value, periodically

AI agents change this dynamic. In an agentic world, it’s still valuable to be a daily-use product. (Exhibit A: The money-printer called ChatGPT.) But there’s much more opportunity for a long tail of products that you only use a few times a week or a few times a month.

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There’s a simple reason: Agents can be proactive. As we get closer and closer to AGI, agents will be able to do more and more on their own. Rather than waiting for you to remember to open them, they’ll be able to work on their own and pop up when they’ve done something valuable.

Recently we implemented an internal version of Spiral, our agentic ghostwriter, inside of the Every Discord server. Once a day, it reads everything we talk about in all of our channels and pings me with a few pitches for tweets I could write about our internal conversations.

Before this feature, Spiral could only survive as a daily-use product. Otherwise, you’d drift back to ChatGPT even if it was worse. But a proactive agent is much harder to forget about.

If you can build a product that hits the magic minimum, you can build a great business even if it’s not something users open every day.

A good analogy is professional services: You probably spend a lot of money on experts that you don’t see every day, like your therapist. You also don’t forget they exist—your therapist remembers you and reaches out if you start missing sessions. Your dentist pings you when it’s time for your yearly cleaning. Same with your accountant.

AI agents will work the same way—and they already are. For example, Sparkle, our AI file cleaning app, runs in the background keeping your Mac organized for you. You rarely actually use it, but it’s always working for you.

More of these businesses will emerge over time, and they’ll be able to grow much larger than occasional-use tools were able to in the past.

In an allocation economy, the toothbrush test still applies, but it’s not definitive. As long as you meet the magic minimum, you’ll earn your right to exist.


Dan Shipper is the cofounder and CEO of Every, where he writes the Chain of Thought column and hosts the podcast AI & I. You can follow him on X at @danshipper and on LinkedIn, and Every on X at @every and on LinkedIn.

We build AI tools for readers like you. Automate repeat writing with Spiral. Organize files automatically with Sparkle. Deliver yourself from email with Cora.

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