No, the threat is bigger than that. If AI automatically places orders on Amazon's site, tomorrow it could place the order on another company's site, and the user won't know the difference.
You have to own the consumer experience. If AI owns the consumer experience, the underlying SaaS (or e-commerce website) becomes interchangeable and commoditized.
Agree that is a big-time longer-term threat but "user won't know the difference" means the user gets the order with parity in delivery time, product quality, returns experience, etc...that won't be replicated overnight, at least not at scale (interesting to think what products could be done first...similar to Amazon starting with books).
Meanwhile ads made Amazon $19.8 billion last quarter alone, even while detracting from our user experience. Can't rip that business away overnight either, but it is less of a lift imo.
How would the user know that? Many sites, including Amazon, make their bones providing decent quality at a lower cost, and then once they build up their market they start reducing the features and raising the costs. Amazon tends to be more expensive nowadays and suffers from product quality issues. It is super easy to use and has a good return experience, but it used to be a leader in all four areas.
And the AI replacement will be incentivized to do the same thing. And so will the LLM provider, etc. All businesses do this - once they acquire a dominant position, they start screwing over the customer.
I suspect super fast delivery is only a differentiator when all else is equal. At $6+/gal diesel, I'll take the cheaper item delivered by bicycle in a week. (A bit of a joke, but you get the point.)
As to delivery times, many things could take 2 weeks to show up and I wouldn’t care. The range where I can wait 18+ hours but can’t wait ~1 week just doesn’t cover that many of my purchases.
Amazon drivers are also terrible in my area. They leave parcels as soon as the app tells them they can (it's done via GPS) so sometimes that is on top of an apartment block mailbox on a main road with high foot traffic.
So you can just tell your agent "Hey X order me a Nintendo Switch 2. I want it by the weekend." Then it will order it for you from whoever has the cheapest price that conforms to the given criteria.
If the local agent has access to your digital wallet (Apple pay or Google pay) and your email then it has all it needs to perform and verify the transaction.
Ironically, this is what Amazon did to local business owners. Now that the tables are turned (and they have billions to spend on lawyers), they see the threat.
It's Amazon's whole business model.
https://prosperousamerica.org/amazons-heavy-recruitment-of-c...
No, we have to own it.
I'm so tired of these abusive control freak corporations. I'm actually starting to look forward to these "unaligned" AIs which are just going to ignore all of this nonsense whether they like it or not.
A device with a custom agent that has a screen, mic and speaker can now turn amazon into a logistics company.
The most low friction way of doing anything is to just ask someone else to do it for you. In this case it's the agent. So now if a company wants to capture a percentage between the buyer and seller then they need to have influence over the agent or capture a percentage of the transaction fees.
It has shown that it is a much better intermediary than all others because it does what you ask it to, unlike Google Search and Amazon Search et al, whom make their bread and butter by disregarding what you ask for and instead sending paid slop to you.