I see this as a big unbundling, since your agent has your ear now, not Google, not social networks, they lose their entry point status and don't control by ranking, filtering and UI what I see or what I can do. They can spread out searches to specialized engines, replace Google for search, walk above all social networks and centralize your activities so you don't have to follow each one individually. A wrapper or cocoon for the user, taking the ad-block and anti-virus role, protecting your privacy and carefully reducing your exposure to information leaks.
All of this only works if you can host your model. But this is where the trend is going, we can already see decent small models, maybe before 2030 we will be running powerful local models on efficient local chips.