Why demand-side aggregators will always block AI agents — and whether agent-native startups are a dumb pipe
signulll · x · 2026-11-12
Businesses with demand-side aggregation advantages or vertical integration will inevitably block AI agents, the author argues: even if agent traffic could grow a business by orders of magnitude, inserting a middleman between you and your customer is a nightmare scenario — what if they someday route those people elsewhere? He also flags an open question: the opportunity to build agent-native companies may be large, but do such businesses just become a race to the bottom as a dumb pipe?
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