140 billion agents enter the market, the moat of 'traffic' is about to collapse
The rise of AI Agents is poised to fundamentally alter the commercial landscape, shifting focus from traditional user traffic to the trust and ecosystem of these intelligent agents. Companies like Ant Group, Google, and OpenAI are developing protocols and platforms to facilitate agent-to-agent communication and transactions. This evolution will redefine commercial decision-making, moving from human-driven searches to agent-led task completion and potentially enabling new forms of value exchange beyond traditional currency. AI
IMPACT AI Agents will necessitate new trust mechanisms and infrastructure, potentially disrupting traditional traffic-based business models and creating new opportunities in agent ecosystems and AI-powered payments.