AI Musings: Should Aggregators block AI Agents?

AI remains the dominant market theme, and the online aggregators under coverage are widely seen as challenged business models if Consumer Agents scale. We think these fears are likely overdone for now, though the technology could be transformative to how we search, discover and transact online in the long run. It is very early, with many possible scenarios. In this first edition of AI Musings, we lay out why it is perfectly rational for Aggregators to block (or attempt to block) Consumer AI Agents for now — though such decisions should be neither static nor final at this stage of the adoption curve. Consumer Agents must be seamless and considerably better than the status quo to change behavior;