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This assumes the LLM ecosystem stays centralized. Open source models running locally or on user-controlled infrastructure flip this - the agent works for you, not for whoever pays the model provider.

The race is already happening: open weights models are getting good enough that "your personal shopping agent" doesn't need to phone home to a company with ad incentives. The future probably looks more like ad blockers than ad platforms - agents that aggressively optimize for user preferences, not platform revenue.





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