We've seen companies like Exa and Parallel already using framing like "Agents are our users". These companies have become focused on delivering the best "grounded" search experience for agents.
I expect that companies like math.inc and Harmonic will follow a similar trend:
I) One or more "verifiers for code" - such as Antithesis - get acquired for $1B+. Antithesis is one the most valuable tools for verifying distributed system correctness. Codex would be much stickier if it - and only it - could guarantee that your critical systems are working after each-and-every agent change.
II) One or more "AI insurance standards/certification" get acquired for $1B+. Companies like AIUC are building proprietary verifiers with very public certifications. I'd expect these to become increasingly valuable (and - companies like Vanta/Drata/... would will do some defensive M&A).