For the most part I feel the same way, and actually think it has the potential to completely change how e-commerce/web browsing work once it plays out, to the benefit of the client/consumer.

But, I can definitely see a fair argument from the e-commerce businesses that stand to lose from that, that by removing their control over the shopping experience in favor of an opaque agent, they lose the ability to effectively communicate with their customers. Or to provide a coherent/smooth purchasing flow where important stuff like price/dates/shipping are properly surfaced to the user.

That argument would I think be hard to separate from the desire to corral customers into their marketing brochure and convert site visitors into purchasers without churn. But it is true that the LLM in the middle could consistently miss things, or have weird biases/preferences that force vendors to rebuild their sites around LLM tics instead of actual people, janky harnesses that go unnoticed by end users but cause missed sales due to stale data or blind spots, etc.

Also, demoting their sites to glorified databases with a shipping/fulfillment API will give the buyer agent’s provider a lot of power over them and break their ability to establish branding/repeat-customers. Those are the only ways they can reliably carve out margin that otherwise gets whisked away by the advertising platforms pitting them in a zero-sum competition for placement. So it’s possible it could starve out or kill e-commerce the same way Google’s changes to search (the ai box and inline info) hurt the ad-funded websites their info came from.