Amazon is one example. If my basement AI drives my browser and never clicks an ad, Amazon loses big.
Or, the ad industry in general -- imagine the basement AI filtering out all ads at the analog level so nobody in my house ever sees an ad, and no software update can change that.
Or other optimizations. Right now companies enjoy a power imbalance because they have people who ruthlessly optimize 24/7 to save a buck. I can't do the same, because I have to work, and also prefer to spend my personal time with family -- a foolish thing to do in a capitalist society, at least from a capital perspective. Imagine I have an AI wheeling and dealing on my behalf 24/7 too. Especially in an age of online shopping and product deliveries, my AI will absolutely order from your competitor to save a penny, my AI will absolutely spend 400 hours disputing a medical bill I don't think is right, barely an inconvenience to me.