Agent-Driven Internet: Google and Amazon's Business Models Under Threat
The internet landscape is set to undergo significant changes in 2027 as AI agents become increasingly prevalent, potentially disrupting the business models of major aggregators such as Google and Amazon.
These companies have built their power on controlling the point of interaction between users and products. However, with AI agents handling tasks on behalf of humans, this control may no longer be necessary.
Amazon's advantage lies not in its website but in the infrastructure that enables transactions, including inventory management, logistics, and delivery. The company could transition from a customer-centric to an agent-centric model, providing services to these AI agents rather than individual users.
Other companies with unique supply chains, physical infrastructure, or hard-to-replicate data may also find themselves in a better position as the internet shifts towards agent-driven interactions.