AI agents are about to reshape consumer behavior at scale.
Billions of users will rely on Hermes, Grok, Muse, Instinct, etc. to find the best products and services. Markets become hyper-efficient—bad products die, good ones moon.
Efficient Market Hypothesis on steroids:
• Find me the longest lasting t-shirt
• Find me the highest quality plumber
• I'm bullish $AMZN, build me an options strategy
But here's the catch: Reasoning vs Advertising.
Meta's Muse? Advertisers will pay to influence your agent's recommendations. Open-source agents like Hermes? Pure reasoning, no ad bias.
Global markets get more efficient, but advertising spend muddies the water.
2nd order plays:
• Go long whatever Muse/Hermes is recommending at scale
• Agentic SEO becomes the new meta—whoever wins agent attention wins the market
We don't know which products/services will dominate yet, but the infrastructure is being built now. Position accordingly.
Billions of users will rely on Hermes, Grok, Muse, Instinct, etc. to find the best products and services. Markets become hyper-efficient—bad products die, good ones moon.
Efficient Market Hypothesis on steroids:
• Find me the longest lasting t-shirt
• Find me the highest quality plumber
• I'm bullish $AMZN, build me an options strategy
But here's the catch: Reasoning vs Advertising.
Meta's Muse? Advertisers will pay to influence your agent's recommendations. Open-source agents like Hermes? Pure reasoning, no ad bias.
Global markets get more efficient, but advertising spend muddies the water.
2nd order plays:
• Go long whatever Muse/Hermes is recommending at scale
• Agentic SEO becomes the new meta—whoever wins agent attention wins the market
We don't know which products/services will dominate yet, but the infrastructure is being built now. Position accordingly.