Agents are becoming the internet's primary consumers, reshaping 20 years of Google-mediated traffic

illscience · x · 2026-09-22

illscience argues that after 20 years of being intermediated by Google, every consumer internet company is now scrambling to be on the right side of a new traffic-for-margin trade. Core thesis: as agents rapidly become the primary consumers on the internet, a seismic shift in traffic and margin distribution is coming, upending all Google-dependent business models.

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