The web's death is inevitable: models are commodities and agents must negotiate API access
_AustinCalvert_ · x · 2026-10-17
Analyst lessin lays out why the web's death is inevitable: (1) Models are commodities — Meta ships Muse, Gemini ships everything, consumers can't tell the difference, a race to the bottom with zero lock-in; the "one company takes all" OpenAI/Anthropic story is a pitch, not analysis. (2) Agent economics break on the cost of mistakes — 70% of one user's Muse use cases don't work; one wrong $1,000 flight kills the margin, and people fire digital assistants instantly. (3) APIs will stop being keys and become negotiations, with your agent showing up at Amazon like a talent agent.
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