AI agents are poised to transform consumer tech businesses by creating advanced operating systems for AI-powered devices. Major players like Meta and OpenAI are leading this shift, expected to gain traction by 2026. These AI systems allow users to request tasks—like booking travel or ordering food—without navigating apps. This transition could challenge traditional business models, particularly for companies such as Uber and DoorDash, which rely on in-app engagement for advertising and upselling.
As AI agents streamline services, the emphasis on core functionality may reduce user dependency on apps, impacting revenue streams. Anjney Midha of Sesame highlights that firms lacking “deep control” over their products may struggle. While partnerships for AI development are emerging, challenges persist, including legal battles and apprehensions from major developers. Although early-stage integrations exist, user adoption remains low; only 2.1% of ChatGPT users sought product purchases, indicating uncertainty in the evolving AI app ecosystem. Effective monetization strategies are still under exploration.
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