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Platform monopolies run on attention mining: capture users in a destination → steer them toward max platform profit → consolidation. AI agents eliminate the destination entirely. No destination = no attention to mine. The business model collapses.

Unlike Amazon, Shopify is infrastructure, not a destination. They profit when merchants succeed—regardless of which interface drives the sale. While Amazon blocks agents, Shopify is building the rails for them.

techcrunch.comShopify says AI traffic is up 7x since January, AI-driven orders are up 11x | TechCrunchShopify is bullish on AI-powered shopping agents, citing AI as an "incredible tool" to enable more entrepreneurs and calling it the "biggest shift in technology since the internet" during its third-qu...

The proof: Shopify open-sourced the Agentic Commerce Protocol with OpenAI and Stripe. Partnered with Perplexity (yes, the company Amazon blocked). Results: 7x AI traffic, 11x orders since January. techcrunch.com/2025/11/04/s...

20/11/25, 9:52 pm0 reposts0 likes

This threatens every platform built on attention mining—Amazon, Google, DoorDash. The internet consolidated among 5-10 companies. Agent networks could reverse that through infrastructure players with asymmetric incentives.