If you wonder how AI agentic companies are likely to make money, you probably don’t need to look much further than how their web and app services forebears have been making their money over
the past decade or two: on you.
Web and app services like Facebook, Google Search and Instagram are free to use because you, the user, are the product. They build services that capture your
data and your attention (e.g., wish your friend "Happy Birthday!") and then they sell your data and your attention to marketers, to ad-tech companies, to research companies -- and, in many cases, to
governments.
The models are purely parasitic.
Okay, so it’s now 2025, and AI agents are all the rage. You're being inundated with offers to have any number of AI agents work for
you, help you solve your problems -- at home, personally, and in your business. Sounds great. What is there to lose?
Yes, there are data security issues. Your IT folks are telling you not to
use confidential or proprietary information in open large language models. But beyond that, why not take the amazing help AI agents offer? What could be the downside?
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When it comes to business
applications, there could be many potential downsides. Why should you expect AI agentic business models to be any different from what we’ve seen over the past 20 years of consumer web and app
services, or what we’ve seen with any number of ad-tech providers?
Many of those companies will focus first on themselves. While ostensibly working for you, their agents are likely to be
exploiting you as much or more than they are helping you.
For many people and many applications, that might be fine. Hundreds of millions of us keep using Facebook, even though we know what
it’s doing. What’s key is to know what it’s doing.
So, when you wonder how “your” AI agents are likely to make money, don’t forget that you’re the
product. Selling you and your data is what pays their bills.