If consumers rely on a universal AI agent, traditional apps could lose leverage.
One ride-hailing company might hold out. A competitor might participate to win users.
But companies closest to the customer, especially platform owners, have every incentive to stop anything that weakens their control.
Disruption isn’t just about innovation. It’s about incentives.
Listen and watch the full episode here: https://www.marketecturepod.com/episode-162-eric-seufert-on-the-saas-pocolypse-metas-manus-and-applovins-social-network/
