Legacy Platforms Begin Embracing Agent Traffic, Analyst Argues

omooretweets · x · 2026-10-31

omooretweets observes legacy platforms are falling like dominoes in embracing agent traffic — with Amazon, protected by its massive physical logistics moat, as the possible exception, he argues every platform will eventually follow. He adds this needn't hurt incumbents: their networks and customer stickiness remain valuable, ad revenue decline can be offset, and the new agent-driven volume is likely substantial.

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