Stratechery: AI agents as the next aggregator
stratechery.com
Opinion — commentary, not a factual news event.
Stratechery argues that AI agents are the next stage after messaging, because the path to AI communication shifts from programming and fixed interfaces toward assistants that can use a computer. Meta provisioning every U.S. Muse user with a virtual machine that includes a 2-core processor, 8GB of RAM, and 8GB of storage makes that model usable outside developer setups. As a result, the phone’s role changes from navigating a large app catalog to receiving on-demand, customized UIs and delegating tasks to agents, shifting competitive power from app discovery toward “inspiration” and task execution.
Why it matters
Ben Thompson argues these agents are the “next, most ultimate aggregator”: publishing abundance aggregated discovery, but “action abundance lets agents aggregate where you shop, book, compare, negotiate, build, research, and pay.”
