It is my personally optimistic perspective on AI that it will mediate all interactions with 3P who are acting in their own interest and not mine. Ie, “my” agent.
Nobody will blindly trust Amazon to buy products when they know Amazon cannot and will not truly suggest the best product for the consumer.
Alexa was supposed to be the voice gateway to purchasing. But nobody trusts the result Alexa picks because it will not default to the best value to the user - only the best value to Amazon.
Recently it was estimated that Amazon makes $30-80 billion(!) per year off not showing you the economically best results by deliberately disallowing sorting on $ per unit [1] to force sellers into ads. Amongst other tactics (ex. filter by country of origin).
AI agents can sort on $ / unit to easily find you the best deal, rendering Amazon's various forms of paid placement irrelevant.
Extend this to filtering Chinese slop brands (also not able to be filtered) and the significant portion of revenue starts looking like knocking back margins to the 3-5% range. Basically an existential threat.
Amazon cannot allow AI agents and maintain current margins.