Musings About the Agentic Future

The rapid adoption of the AI app Muse signals a potential shift in how consumers interact with big tech, challenging established business models built on advertising and walled-garden ecosystems. While companies like Meta leverage Muse to harvest data and expand market share, incumbents like Amazon are actively blocking access to protect their dominant positions. This competition highlights a broader tension between AI-driven disintermediation and traditional aggregator platforms. Although consumer-facing AI agents remain speculative and prone to slow adoption, B2B applications—such as integrating AI into enterprise resource planning for inventory management—offer more immediate, tangible value. Ultimately, the long-term impact remains uncertain, as the rapid commoditization of AI technology suggests that current market leaders may face intense competition from fast-following incumbents or new, more efficient entrants.