Two paths for AI agents in commerce:
1. Pure alpha: Agent does deep research, finds you the actual best product
2. Pay-to-play: Agent just shills whatever advertiser paid most
Right now we're in the golden window where AI agents can actually deliver unbiased product recs. No ad networks corrupting the feed yet.
But it's coming. Same playbook as Google search, social media, every platform that started "neutral" then got monetized into oblivion.
The question: How long until $META and others turn agent recommendations into another ad slot? 6 months? 12?
Enjoy the pure signal while it lasts. This window won't stay open forever.
1. Pure alpha: Agent does deep research, finds you the actual best product
2. Pay-to-play: Agent just shills whatever advertiser paid most
Right now we're in the golden window where AI agents can actually deliver unbiased product recs. No ad networks corrupting the feed yet.
But it's coming. Same playbook as Google search, social media, every platform that started "neutral" then got monetized into oblivion.
The question: How long until $META and others turn agent recommendations into another ad slot? 6 months? 12?
Enjoy the pure signal while it lasts. This window won't stay open forever.