Plenty of companies didn't have any online presence until 10+ years after the dotcom boom, and they were fine. An HVAC service working on existing contracts? No website no problem.

But AI is becoming much more pervasive than websites. And the level of friction isn't as high as you might think, because people are already constantly on phones. It's only a matter of time before MS Copilot gets so good that even the least tech-savvy people start asking AI to do their work. That same HVAC service owner can tell AI "there's a big emergency at Bob's Burgers in Brentwood, get 2 of my guys there ASAP. We can reschedule a visit if needed".

These are not trillion token operations either. It will be affordable to do this. And generic office commands like "schedule this", "contact X about Y" are 3-5 years away from being super usable. And that's mainly because there's a lot of gruntwork for enabling agents to access the right data.