[lorepieri]

I really like this analysis. But what about companies allowing agents to interact natively (via API or similar) getting more of the agents inbound since agents are more optimised to go there? If people want to use agents it will cause a lot of lost revenue for companies not allowing agents to interact natively.

[klabb3]

It’s only lost revenue if the interactions were providing revenue in the first place. And for consumer tech, if you take away the ability to control the ad-funnels and engagement knobs, there is no revenue to gain. Why do you think all APIs got locked down? Nowadays even pure html delivery is getting locked down to prevent scraping. You think the SEO optimized recipe click holes are incentivized to deliver the content without the ads?

I mean, it’s not impossible that consumers will ignore sites and services that don’t play with their AI. But even so, the content providers would need to find alternative revenue streams – otherwise they’d be bleeding money.

My prediction is that tech companies will continue to compete for dominance over the entry points, apps and human interactions. It will be an adversarial space where coalitions of vertically integrated walled gardens can work. Basically how it is already.