Tech giants are betting big on AI-powered devices, with Amazon, Meta, and OpenAI racing to develop "operating systems" that can seamlessly integrate into our daily lives. The idea is simple: instead of tapping through apps filled with ads and upsells, we'll be able to ask for an outcome, and get it. An AI assistant will book our travel, order us lunch, or restock our paper towels – all without the need to visit a website.
However, this new paradigm has major implications for businesses built around consumer tech companies. Uber and DoorDash have historically relied on keeping consumers in their apps, where they can serve ads, upsell other services, and build loyalty to keep users coming back. But AI-powered operating systems could strip these businesses down to their core services, reducing the need for users to visit the apps at all.
This has already happened with Rabbit, a startup behind the R1 device that debuted at CES 2024. Despite its best efforts, major app developers like Uber refused to grant access, leading the company to build workarounds to tap into existing apps.
Meanwhile, Amazon is suing Perplexity over an agent it offered that could purchase items on behalf of users. This move has raised questions about the potential for AI-powered operating systems to disrupt traditional business models.
Despite these challenges, many tech companies are cautiously optimistic about the potential for novel app experiences mediated by AI tools. Companies like DoorDash, Instacart, and Expedia have signed up to build early forms of AI apps within ChatGPT, while Ticketmaster, Uber, and OpenTable debuted as early features for Alexa+.
However, it's still unclear how these new operating systems will be funded, especially in a world where ad revenue is declining. The answer may lie in the development of new business models that prioritize user experience over profit margins.
One thing is certain: the future of AI-powered devices will be shaped by the tech industry's ability to navigate these complex questions and create innovative solutions that benefit users while generating revenue for companies.
However, this new paradigm has major implications for businesses built around consumer tech companies. Uber and DoorDash have historically relied on keeping consumers in their apps, where they can serve ads, upsell other services, and build loyalty to keep users coming back. But AI-powered operating systems could strip these businesses down to their core services, reducing the need for users to visit the apps at all.
This has already happened with Rabbit, a startup behind the R1 device that debuted at CES 2024. Despite its best efforts, major app developers like Uber refused to grant access, leading the company to build workarounds to tap into existing apps.
Meanwhile, Amazon is suing Perplexity over an agent it offered that could purchase items on behalf of users. This move has raised questions about the potential for AI-powered operating systems to disrupt traditional business models.
Despite these challenges, many tech companies are cautiously optimistic about the potential for novel app experiences mediated by AI tools. Companies like DoorDash, Instacart, and Expedia have signed up to build early forms of AI apps within ChatGPT, while Ticketmaster, Uber, and OpenTable debuted as early features for Alexa+.
However, it's still unclear how these new operating systems will be funded, especially in a world where ad revenue is declining. The answer may lie in the development of new business models that prioritize user experience over profit margins.
One thing is certain: the future of AI-powered devices will be shaped by the tech industry's ability to navigate these complex questions and create innovative solutions that benefit users while generating revenue for companies.
The way I see it, we're at this point where AI is just gonna become a part of our lives so seamlessly, like how we already use Google to set reminders or play music... but now, with these new operating systems, we'll be able to get things done without even thinking about it. But at the same time, I'm kinda nervous 'bout what this means for all the businesses that rely on us being stuck in their apps. It's like, if we don't have to go through those apps no more, how are they gonna make money? 
. But on the other hand, I don't want to lose control over my own info and data 
. And what happens when these AI systems decide we don't need those paper towels anymore? 
Seriously though, I think we need to have a conversation about how companies are gonna make money with this stuff – is it just gonna be ads and upsells forever? 
this is wild! i mean, think about it - we're on the cusp of a revolution where our daily lives are controlled by AI assistants 
️. no more swiping through ads or being bombarded with upsells 
. but at what cost? traditional businesses built around consumer tech companies are going to have to adapt or die 
. but on the bright side, maybe this means companies will finally prioritize user experience over profits 
. one thing's for sure - the future of tech is all about innovation and figuring out how to make it work for everyone 
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anyway i think its cool that amazon is suing perplexy over the agent thing it's like they're trying to own the space but idk how they're gonna pay for all this tech without making a profit 
, but also kinda worried. I mean, think about it – we're basically giving up control over our personal info and shopping habits to these massive tech giants. What happens when they decide to monetize that data? 
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. It's like having your own personal assistant, minus the awkward robot conversation 
](https://tenor.com/9vqgjg) [Amazon vs Perplexity: "I'm not saying I'm evil, I just want to make a profit 
](https://tenor.com/8t4d6w) [Future of tech: where's the snack budget? 
? It's like, the future is here already! But seriously, I'm both excited and a bit concerned about how this AI revolution will change the game for businesses. Like, what happens to those Uber and DoorDash guys who rely on us being stuck in their apps all day? They're gonna have to get creative with new business models or risk getting left behind 
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AI is gonna kill all our jobs lol. Think about it, we'll just talk to an assistant and it'll do everything for us... no more Uber drivers, no more retail workers... what's the point of even having a social life anymore? 
They're already making apps work around each other, can you imagine if they figure out how to make their own business models that don't rely on ads? We're all just gonna be slaves to our AI overlords 
I'm so down for a seamless life with just my voice 
and no more swiping through endless ads 
, but now AI-powered operating systems could be the game-changer we need 
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. But what about all the businesses that rely on us being in their apps? 
, so new business models are a must 
. But I have faith in tech companies and their ability to create innovative solutions that benefit users 
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! Can't wait to see what innovations come next 
It's all about convenience, right? But seriously, this AI-powered operating system thing is gonna disrupt the whole consumer tech industry. I mean, Uber and DoorDash are already struggling to keep users engaged within their apps. This new paradigm could be the death of those businesses if they don't adapt fast.
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. Fingers crossed! 
like what even is happening with AI operating systems? it's gonna change everything 
but at the same time I'm a little worried about Uber and DoorDash how will they make money if people aren't using their apps anymore? 
I know some businesses might struggle with this new norm but like... isn't the goal of tech companies to make our lives easier? 
. It's gonna be a wild ride!
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