the true unlock for these new consumer agents is "Favored Agent" status. and the ultimate opportunity for businesses is to build an agent-first UX. been going deep with Instinct etc and truly mesmerized. via a simple text, I can optimize my subscriptions on Amazon, prepare for a trip to Europe, etc...all especially powerful when you feel remembered and considered by these agents. with Instinct, each time the agent needs access to a website (my credit card statement, Amazon, Airbnb, etc), it asks for my login via an encrypted link and then saves it for next time. but even the best agents still run into situations where they hit a bot check. While I am able to help the agent overcome any two-factor authentication issues, they still aren’t able to complete CAPTCHAs and other bot checks for obvious reasons (they are bots!). which leads me to an idea: What if the moat for these agent companies is to achieve “favored agent” status with direct preferred access to services like Uber, Airbnb, Amazon, Amex, and the long-tail of companies that otherwise guard against bots? What if the agent-service relationship becomes a new marketplace for underlying service providers (like Uber, Amazon, etc) to grant access (or perhaps even provide faster and cheaper access than humans ordinarily get?) in exchange for becoming the preferred default vendor for a particular need? What if the ultimate business model for agent companies is to strike these “default provider” deals? Or perhaps buying this “favored agent” status is the ultimate cost for these agent companies? the first “favored agents" that get proprietary and preferred access to the banks and stores and other online processes of our lives will have an incredible advantage. right now, agents are trying to navigate websites made for humans and pass login constraints designed to block bots, but favored agents that pass some level of security authentication should be able to go direct to the data and the services of the companies that we interact with daily. And the companies that open their doors to legitimate agents will prosper from this massive new and action-oriented audience, often armed with credit cards!