The End of GB per Month Era
sebastianbarros.substack.com
Sept. 10, 2025, 3:31 p.m.
Yet a new source of demand is emerging — not from humans but from machines. AI agents are beginning to transact thousands of times per second, executing trades, scheduling deliveries, authenticating identities, and negotiating contracts with no human in the loop. Connected vehicles already generate terabytes of sensor data daily, and while most of it will be processed locally, even a fraction flowing through networks represents a seismic shift. Industrial robots on factory floors, drones in the airspace, and smart energy grids will all rely on constant streams of verified, low-latency interactions.This machine-driven internet is not about how many gigabytes are consumed. A drone monitoring an oil pipeline doesn’t care if it sends twenty megabytes or two hundred; what matters is that the signal arrives in five milliseconds, not fifty, and that it can prove the device on the other end is genuine. A trading algorithm won’t choose a network based on marketing, but on whether its transaction is cleared deterministically with zero packet loss. An AI-powered medical device doesn’t care about “unlimited data,” but whether the network can guarantee integrity, trust, and compliance in real time.