Shopify CEO @tobi 探讨了个人 AI 智能体的价值与变现方式,认为其商业化将进入基点时代而非传统的 2% 抽成模式。他指出,智能体不仅将创造巨大的价值交换机会,还可能通过类似电力计量或交易流等多种后台方式实现货币化,同时帮助用户减少低效支出。
How will personal AI agents make money? Shopify CEO @tobi:
"These agents are of tremendous value. Once you have this set up, the money you would have to pay someone to agree that they can never use their Muse again is increasing by the day. There's sort of a reverse-money test.
You're not going to get 2% [of transactions]. Welcome to the world of basis points.
This is one of those areas where I'm just honestly not concerned. There's going to be so much exchange of value here... There are opportunities to monetize, and maybe it's going to go in a way like electricity metering in the background, or maybe it's going to be in a way like transaction flows. Maybe it's going to do all of those things.
People are spending money inefficiently... I think the world is not as optimized as people think, and agents can help people save money"
来源:Alex Heath · x.com