Scott Belsky suggests that AI agent companies may build competitive moats by securing "favored agent" status with direct preferred access to services like Uber, Airbnb, Amazon, and Amex. As services block AI agents, credentials determining which agents can act on users' behalf will likely become significant. Banks might permit access only to specific agents like OpenAI's, GrokBot, or Microsoft's Copilot, potentially concentrating power among large tech firms or creating a new layer of gatekeepers around agent trust and certification.
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