Unlike traditional software that optimizes for time-in-app, the most successful AI products will be measured by their ability to save users time. The new benchmark for value will be how much cognitive load or manual work is automated "behind the scenes," fundamentally changing the definition of a successful product.

Context-aware personal agents will subsume the functions of many standalone apps, such as fitness or calorie trackers. An agent that already knows a user's location, schedule, and goals can perform these tasks more seamlessly, reducing many current apps to mere APIs for the agent to consume.

Agentic commerce isn't just a substitute for existing online shopping. It can unlock new spending from high-income individuals whose primary barrier to consumption is time, not money. By automating purchasing, agents reduce this "time cost of consumption," potentially adding new, incremental dollars to the economy.

The future of AI in e-commerce isn't just better search results like Amazon's Rufus. The shift will be towards proactive, conversational agents that handle the entire purchasing process for routine items, mirroring the "one-click" convenience of the original Amazon Dash button but with greater intelligence.

The next wave of consumer AI will shift from individual productivity to fostering connectivity. AI agents will facilitate interactions between people, helping them understand each other better and addressing the core human need to 'be seen,' creating new social dynamics.

Middlemen like retailers exist because of information asymmetry. Personal AI agents, with deep knowledge of individual needs, will aggregate demand and purchase goods directly from producers like farmers and manufacturers. This will eliminate the need for advertisers and retailers and enable hyper-efficient supply chains.

Contrary to fears of a forced, automated future, AI's greatest impact will be providing 'unparalleled optionality.' It allows individuals to automate tasks they dislike (like reordering groceries) while preserving the ability to manually perform tasks they enjoy (like strolling through a supermarket). It's a tool for personalization, not homogenization.

For the first time, a disruptive technology's most advanced capabilities are available to the public from day one via consumer apps. An individual with a smartphone has access to the same state-of-the-art AI as a top VC or Fortune 500 CEO, making it the most democratic technology in history.

The fundamental driver of AI adoption is its ability to help people do less work while gaining more economic value. This 'richer and lazier' principle explains why individuals and enterprises are rapidly embracing the technology, as it directly taps into a core aspect of human behavior.