π€ AI AGENTS ARE COMING β BUT WHO GETS PAID?
The AI race is moving beyond chatbots.
The next battleground could be AI agents β systems that donβt just answer questions, but actually take action.
Imagine an agent that can:
π Find and buy a product
βοΈ Book a flight
π³ Make a payment
π Analyse your finances
π§ Handle routine work
π Search and compare options
If that becomes mainstream, the opportunity could extend far beyond the companies building AI models.
Three stocks Iβm watching:
π΅ $Meta Platforms, Inc.(META)$ β THE DISTRIBUTION PLAY
Billions of users give Meta a huge potential audience for AI assistants. If agents become part of everyday messaging, social and commerce, Meta already has the distribution.
π $Alphabet(GOOGL)$ β THE INTENT PLAY
Google already sits at the centre of how billions of people search for information. If AI agents start converting searches directly into actions, that commercial intent becomes extremely valuable.
ποΈ $Shopify(SHOP)$ β THE COMMERCE PLAY
If AI agents eventually shop on behalf of consumers, someone still needs to power the merchant infrastructure behind those transactions. Shopify is one company Iβm watching for that layer.
Three different angles:
META = users
GOOGL = intent
SHOP = transactions
And thatβs what makes the AI-agent story interesting to me.
The next AI winner might not simply be whoever builds the smartest model.
It could be whoever controls the users, decisions and transactions happening around those agents.
π€ Which layer of the AI-agent economy do you think gets the biggest opportunity?
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