Consumer agents: iMessage beats app UIs — asynchronous and a more privileged surface
illscience · x · 2026-09-14
illscience distills weekend discussions on consumer agents: commerce is the obvious opportunity, but supply-constrained (hot restaurant tables) vs demand-constrained (fly to SF tomorrow) markets need different mechanics — auctions can't capture loyalty, spend, LTV, brand. He argues for iMessage over app interfaces: consumers expect async interaction, and it's a far more privileged placement than the home screen.
Related event: Debate over Consumer Agents' Pricing Power and E-commerce Mechanisms(5 posts)→
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