Marketplaces earn their money when you browse, not when you buy.

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Marketplaces earn their money when you browse, not when you buy. An AI assistant that shops for you skips the browsing. Ad revenue vs operating income (2025): - Amazon retail: 2x - DoorDash: 1.9x - Instacart: 2.2x AI assistants don't need to rebuild Amazon's warehouses to hit Amazon's profits. Full piece from @aleximm and @santiago__rdz on who gets paid when AI does the shopping: https://a16z.news/p/who-gets-paid-when-a…

180194626@18019462610h ago

Who Gets Paid When AI Does the Shopping? No one wants to be disintermediated. It happened to Yelp and Tripadvisor with Google. It happened to everybody, with Apple. As a general rule, marketplaces want to own the customer relationship and