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Your next customer is an AI agent
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Your next customer is an AI agent
Sep 24, 2026 · 2:05
AI web traffic has surpassed half of all page requests as autonomous agents move from answering questions to executing online transactions. Platforms must navigate whether to block agents, like Amazon did with Meta's Muse, or allow them, as seen with Shopify and other retailers using payment solutions like Stripe Link. In contrast, online video content currently lacks visibility and monetization controls for interacting with AI agents.
Chapters
- 0:00
Rise of personal AI agents
AI web traffic has surpassed half of all page requests as personal agents advance from simply answering questions to executing tasks and bookings on websites.
- 0:40
Amazon blocks Meta's Muse agent
Meta's Muse agent gained rapid adoption, leading to friction with Amazon over unauthorized browsing and credential handling, culminating in a platform block.
- 1:05
Agentic checkout partnerships and payment solutions
Shopify and major retailers embrace agentic commerce through partnerships and digital wallets like Stripe Link, leaving websites to choose between allowing, charging, or blocking agents.
- 1:43
The lack of AI agent controls for online video
Unlike text web pages, video content lacks monetization, permissions, and accessibility controls for AI agents, prompting creators to inspect their visibility.
Transcript
- 0:00
More than half of web traffic now is AI bots. Cloudflare measured 57.4% of page requests. And newest personal AI agents don't just read the page and give you an answer, they use it to complete the task on your behalf. For 30 years, the deal with websites was simple: companies serve the pages, crawlers index them for search, and people read them. The new personal agents break that flow. Grokbot, Muse, Instinct are eager helpers who don't just visit the site, but they read the listing, compare the options, suggest the purchase, and then complete the task or booking for you.
- 0:27
The web was built for humans, but now there's been an 8 times increase in login pages by AI agents just this year who work for humans. That leaves every site with the same question as Cloudflare laid out: allow the agents in, charge them, or block them. One of the most popular personal agents, Muse by Meta, launched 2 weeks ago, and almost 1 million downloads in the first week. It's still number one in the App Store. Amazon had asked Meta to remove Amazon from the Muse shopping experience first. Meta declined, and on Sunday, the block went up, so users now just see a pop-up notice for unauthorized use.
- 0:56
Amazon argues that Meta never said Muse would shop on behalf of the user, and the Muse AI agent doesn't identify itself as it uses customers' credentials and impersonates the human on their site. Meta's response was that Muse can't see anyone's passwords or payment details and only does what the human tells them to do. Next day, Shopify CEO posted about the partnership with Muse for agentic checkout with Shop Pay across all Shopify stores. Walmart, Best Buy, Sephora, Expedia announced partnerships. And when there's no direct deal, Stripe Link gives Muse, Grokbot, and other agents their own wallet with one-time cards for easy payments on any site.
- 1:27
Every platform is making this call now. The options are, as Cloudflare laid out, allow, charge, or block. As the website owners and agent platforms keep arguing to protect their business models, I run my Grokbot traffic through my Mac. To the pages like Amazon, it looks like me, not a bot. So the numbers of AI agents probably are even higher. Now look at video. Online media has none of it. There is no allow, charge, or block for your library. No permission layer, no users' data, and no way to get paid. Your footage is locked to a platform and has to follow their rules.
- 1:54
In most cases, videos aren't even accessible to AI agents at all, and you don't get a say. If you publish videos, you can check what agents can actually see in your library at agentcdn.com/visibility.
