Delta, Chase and Amazon are blocking AI agents — and the blockers may lose, predicts 6-stage war
alvelda · x · 2026-10-27
Greg Isenberg argues the war on AI agents has begun: Delta, Chase and Amazon are shutting agents out because they skip ads and upsells. His six-stage projection: companies block agents; agents learn to act human (arms race); the market splits between sales-driven firms letting agents in, data-driven firms charging for access, and giants building their own; a trusted middle layer for agent identity and payments emerges as the standard entry; companies welcoming agents win customers from blockers; and blockers eventually let agents back in on their own terms. Reposter alvelda bets on the welcomers, likening it to the old search-engine blocking era.
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