EXCLUSIVE: Google And Meta May Have The Most To Lose In The AI‑Agent Era, Says Founder Who Rejected OpenAI

The article argues that AI agents could disrupt major internet platforms by reducing direct human interaction. Alphabet’s Google and Meta are highlighted as especially vulnerable because their core businesses depend on users searching, clicking, and engaging with ads. If AI agents increasingly handle research, shopping, booking, and navigation on behalf of users, Google’s search advertising model and Meta’s attention-based ad model could face pressure. The piece also says Uber and Airbnb may need to pivot for the same reason. In contrast, the AI infrastructure layer could benefit, with Nvidia, TSMC, and Qualcomm described as relatively safer bets because AI agents still require computing power regardless of which platform wins. Overall, the article is a strategic AI industry outlook with negative implications for ad-driven consumer platforms and a more positive view on chipmakers and compute suppliers.