The next battle in consumer technology is over which AI agent acts for you when you shop, travel or order dinner.
By Vlad from Bastion on
When an assistant chooses what to buy, the company controlling it gains power over advertising, commerce and delivery.
Morgan Stanley estimates that AI agents could influence ~$30T of consumer spending.
The payoff could be meaningful. For Meta, every 100m users of its AI assistant could add about 1% to 2028 EPS.
The advantage belongs to platforms that already have massive reach and proprietary user data.
🎯 Morgan Stanley’s thesis: Own Meta, Alphabet, Apple and Amazon. Their scale puts them between the shopper and the purchase.
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