Rihard Jarc(@RihardJarc):I published my article on the Agent Economy and how I think personal agents like $META Muse will reshape industries and business models. 1. Explaining how AI agents browse and connect to the world 2. Revenue layers at risk (friction, attention, search arbitrage, etc.) 3. Where we might see a positive boost in usage/revenue from the use of personal AI agents 4. Shared a list of over 30 public companies I analyzed and rated according to the risk of full or partial business model disruption (including my view on $AMZN and $GOOGL) 5. Explained how incumbents can play it and defend/keep their moats I had a great time researching, analyzing, and putting this piece together; I hope you will too.

2026.09.30 12:43

I published my article on the Agent Economy and how I think personal agents like $META Muse will reshape industries and business models. 1. Explaining how AI agents browse and connect to the world 2. Revenue layers at risk (friction, attention, search arbitrage, etc.) 3. Where we might see a positive boost in usage/revenue from the use of personal AI agents 4. Shared a list of over 30 public companies I analyzed and rated according to the risk of full or partial business model disruption (including my view on $AMZN and $GOOGL) 5. Explained how incumbents can play it and defend/keep their moats I had a great time researching, analyzing, and putting this piece together; I hope you will too.