Aaron Levie(@levie):The monetization potential of personal agents that are transacting on your behalf you is quite significant. If you imagine agents that are perfectly capable of handling an arbitrarily complex task end to end, then eventually a substantial amount of commerce inevitably goes through them. You’ll start by slinging your daily simple and annoying tasks at the agent. Then as people get used to it, they’ll just start to throw more complex tasks at the agent, ultimately leading to even more spend through these systems than what they were doing before. If you can bring down the friction for commerce and services, then you end up spending even more. This thus creates a ton of opportunity for the agent providers (Muse, etc.), but also completely new opportunities to build the layer that the agents want to interact with (commerce, local, b2b services, etc.). Win/win for multiple layers.

2026.09.22 04:26

The monetization potential of personal agents that are transacting on your behalf you is quite significant. If you imagine agents that are perfectly capable of handling an arbitrarily complex task end to end, then eventually a substantial amount of commerce inevitably goes through them. You’ll start by slinging your daily simple and annoying tasks at the agent. Then as people get used to it, they’ll just start to throw more complex tasks at the agent, ultimately leading to even more spend through these systems than what they were doing before. If you can bring down the friction for commerce and services, then you end up spending even more. This thus creates a ton of opportunity for the agent providers (Muse, etc.), but also completely new opportunities to build the layer that the agents want to interact with (commerce, local, b2b services, etc.). Win/win for multiple layers.

Nicolas Bustamante@nicbstme

2026.09.20 18:21

It’s funny, Meta went from having my Instagram and WhatsApp data to now having access to my email, calendar, DoorDash, Amazon and pretty much everything. In the last 24 hours, it bought me socks, ordered my Whole Foods groceries, booked a cleaning service and got me a burger for dinner. Meta’s last disclosed North American Facebook ARPU was around $227/year, largely from ads. I suspect it can push that number significantly higher now that it understands not only what I look at, but what I need, what I buy and what I’m planning to do. Also the much bigger opportunity might be becoming the aggregation layer between me and the entire internet. If Meta can take even a tiny percentage of the commerce it facilitates, or of the money it saves me, this could become enormous! It already saved me $200 by canceling subscriptions and services I no longer needed. This feels much bigger than better ad targeting. Ads are useful but giving me money back is better imo. One additional thought: the agent is increasingly making the decisions for me. I knew nothing about that burger place. The agent researched it, told me which burger I should order, and I just said “okay” without giving it much more thought. Agents are becoming the decision makers in both B2C and B2B. Increasingly, every business will be selling not just to humans, but to their agents. Everything becomes B2A: business to agents.