Instead of pre-negotiating revenue splits, Uber's CEO proposes allowing AI companies to integrate for free initially. This "experience first, economics later" approach prioritizes proving user value and measuring customer incrementality before determining a take rate. It’s a strategy focused on innovation speed over immediate monetization.

The "DoorDash Problem" posits that AI agents could reduce service platforms like Uber and Airbnb to mere commodity providers. By abstracting away the user interface, agents eliminate crucial revenue streams like ads, loyalty programs, and upsells. This shifts the customer relationship to the AI, eroding the core business model of the App Store economy's biggest winners.

Intercom's CEO predicts that companies will abandon separate AI agents for sales, service, and onboarding. A single, coordinated "customer agent" is necessary to avoid conflicting goals and create a seamless, high-touch experience for every user.

The initial impact of AI agents is cost reduction in customer service. However, the second-order effect is more profound: AI agents will become the primary interface for brands, driving sales and creating personalized concierge experiences. Companies that embrace this will gain a significant competitive edge in customer lifetime value.

Agentic AI will evolve into a 'multi-agent ecosystem.' This means AI agents from different companies—like an airline and a hotel—will interact directly with each other to autonomously solve a customer's complex problem, freeing humans from multi-party coordination tasks.

The evolution of search won't stop with LLMs. The next stage involves autonomous AI agents that complete tasks like booking travel on a user's behalf. Marketers must shift their focus from answering human queries to ensuring their products and services are discoverable and selectable by these agents.

AI travel agents will likely focus on top-of-funnel search but will still need an aggregator like Amadeus to access complex, fragmented industry data. Amadeus's core IT backbone remains mission-critical in any AI-driven travel world, securing its position.

A previously failed startup idea—a digital concierge for hotels—is now viable due to the widespread adoption of QR codes and advancements in AI. This creates a timely opportunity to build a platform that automates repetitive guest inquiries, handles bookings, and partners with local businesses, addressing a persistent pain point for hotel managers.

Similar to how mobile gave rise to the App Store, AI platforms like OpenAI and Perplexity will create their own ecosystems for discovering and using services. The next wave of winning startups will be those built to distribute through these new agent-based channels, while incumbents may be slow to adapt.