> what happens to scaling of the businesses?

This is a fundamentally political question. When different customers demand different new features, and other customers demand particular bug fixes, who do you satisfy first? The one with a small but growing account, or the old account who has been with you from the beginning? I would challenge anybody who thinks agents mean you can just do everything, immediately - by all means, prove me wrong and build Google again overnight.

And how is growth financed? Reinvestment, equity, debt? I would challenge anybody who thinks this can be reduced to a calculation, because money ultimately flows between humans; even if somebody grants an agent access to a current account (and some are, experimenting with vibe day-trading), a human always retains final control and can liquidate that account whenever they like.