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Nir Sabato
Verified account Catch@therealnirs
Co-founder and CEO at catchagent.ai
#1 AI assistant for executives at work
#1 AI assistant for executives at work
2.9K Following 27K Followers 17K Posts
Latest posts 5
One of the most fascinating battles happening right now is the one between AI agents and big marketplaces.
As more people ask their AI agents to buy things for them, major retailers like Amazon are making significant efforts to identify and block these agents from their websites.
It might seem strange at first, but the answer is straightforward. Companies want to maintain their direct relationship with customers, control the shopping experience, and retain access to valuable customer data. They want to upsell additional products, promote sponsored items, understand what people search for, and analyze how they interact with their websites. All of this is an important part of how they generate revenue.
Many people criticize major retailers for resisting this shift, arguing that they're fighting against what could become the dominant way consumers shop. But I think there's a more interesting angle: how will e-commerce evolve when the buyer is increasingly an AI agent rather than a human?
My thesis is that traditional marketplaces are going to face enormous pressure, and simply allowing agents on their sites won't solve the problem. The marketplace model was built around the idea that buyers have limited time and ability to discover and compare products (and buy them on the site). Marketplaces solve this by aggregating massive amounts of supply in one place. But AI agents fundamentally change this equation. They can search thousands of websites, compare products, prices, shipping times and return policies, and make purchasing decisions without relying on a marketplace to organize that experience.
Two types of e-commerce platforms will be particularly well positioned to survive this transition.
The first is platforms where the transaction itself creates additional value for the customer. @uber is a great example. Ordering a ride through Uber is fundamentally different from finding a random person with a car. You want the trust, screening, insurance, accountability and payment infrastructure that Uber provides. The platform itself adds value to the transaction.
The second is vertically integrated businesses that control their own supply. Airlines are probably the best example. They control their inventory and have significant influence over distribution and resellers. It's difficult to replace one airline with another when the underlying supply isn't interchangeable. The same applies to brands with differentiated products and control over their distribution.
Businesses selling standardized products, on the other hand, will find it much harder to defend their position. When multiple retailers offer the exact same SKU, with comparable shipping rates, delivery times and return policies, an AI agent has very little reason to prefer one marketplace over another.
This is why I think shopping agents could fundamentally challenge the marketplace business model, including that of the almighty Amazon.
Interesting times!
As more people ask their AI agents to buy things for them, major retailers like Amazon are making significant efforts to identify and block these agents from their websites.
It might seem strange at first, but the answer is straightforward. Companies want to maintain their direct relationship with customers, control the shopping experience, and retain access to valuable customer data. They want to upsell additional products, promote sponsored items, understand what people search for, and analyze how they interact with their websites. All of this is an important part of how they generate revenue.
Many people criticize major retailers for resisting this shift, arguing that they're fighting against what could become the dominant way consumers shop. But I think there's a more interesting angle: how will e-commerce evolve when the buyer is increasingly an AI agent rather than a human?
My thesis is that traditional marketplaces are going to face enormous pressure, and simply allowing agents on their sites won't solve the problem. The marketplace model was built around the idea that buyers have limited time and ability to discover and compare products (and buy them on the site). Marketplaces solve this by aggregating massive amounts of supply in one place. But AI agents fundamentally change this equation. They can search thousands of websites, compare products, prices, shipping times and return policies, and make purchasing decisions without relying on a marketplace to organize that experience.
Two types of e-commerce platforms will be particularly well positioned to survive this transition.
The first is platforms where the transaction itself creates additional value for the customer. @uber is a great example. Ordering a ride through Uber is fundamentally different from finding a random person with a car. You want the trust, screening, insurance, accountability and payment infrastructure that Uber provides. The platform itself adds value to the transaction.
The second is vertically integrated businesses that control their own supply. Airlines are probably the best example. They control their inventory and have significant influence over distribution and resellers. It's difficult to replace one airline with another when the underlying supply isn't interchangeable. The same applies to brands with differentiated products and control over their distribution.
Businesses selling standardized products, on the other hand, will find it much harder to defend their position. When multiple retailers offer the exact same SKU, with comparable shipping rates, delivery times and return policies, an AI agent has very little reason to prefer one marketplace over another.
This is why I think shopping agents could fundamentally challenge the marketplace business model, including that of the almighty Amazon.
Interesting times!
התחלה של משהו משהו טוב שקורה לנו בקאצ׳ לאחרונה עם ארגונים גדולים.
אנשים שלא הצלחתי לשכנע לנסות את המוצר לפני חצי שנה, חוזרים ומבקשים עכשיו סוכנים לכל חבר וחברת ההנהלה בחברה.
שימשיך ככה!
אנשים שלא הצלחתי לשכנע לנסות את המוצר לפני חצי שנה, חוזרים ומבקשים עכשיו סוכנים לכל חבר וחברת ההנהלה בחברה.
שימשיך ככה!
בשבועות האחרונים בנט חורך את השטח. מדבר עם אנשים בגובה עיניים ונותן תשובות לשאלות קשות.
לא מספר שהוא אתיופי.
לא מנסה להפחיד אותנו עם תמונות של פצצת אטום על תל אביב.
לא מספר מעשיות על קריפטו.
הוא מציע תקווה, עבודה קשה ורשימה מצוינת של אנשים.
יש לו את הקול שלי.
לא מספר שהוא אתיופי.
לא מנסה להפחיד אותנו עם תמונות של פצצת אטום על תל אביב.
לא מספר מעשיות על קריפטו.
הוא מציע תקווה, עבודה קשה ורשימה מצוינת של אנשים.
יש לו את הקול שלי.