'Right to act' for agents could break the ad-funded platform moat

_sholtodouglas · x · 2026-09-22

sholtodouglas argues for a "right to act": platforms shouldn't block agents acting on users' behalf, and devices must expose the same affordances users have — reducing lock-in and freeing commerce. Context from mvernal: Amazon ($80B), Uber ($2B), DoorDash and Instacart ($1B each) grew profits via in-product ads; agentic use could gut those margins, creating an innovator's dilemma favoring players like Shopify.

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