When Agents Attack: How AI Collapses and Rebuilds Marketplace Moats
AI is coming for marketplaces. OpenAI launched its agent product last week. Agents in the future can take over discovery, transactions, and even supply workflows, undermining the network effects that made marketplaces defensible, leading to product/market fit collapse and completely changing how you need to think about your acquisition costs. Here’s how these agents will potentially work and the five moves founders should make to stay ahead.The Traditional Purchase FunnelA lot of unfulfilled exc...
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