个人AI智能体或重塑商业逻辑：搜索成本归零后
Rohan Paul分享的这条推文讲购物智能体怎么改变商业：搜索免费后，靠用户懒得比价和忘记取消订阅赚钱的生意会很难做。
个人AI智能体（如购物智能体）若对每次购买做详尽调研，产品质量的权重可能超过分销渠道。这类智能体不会忘记取消订阅，会侵蚀依赖用户疏忽的订阅收入。企业与客户之间的不对称来自算力规模：企业将分析成本摊薄到数百万次购买，而客户独自承担每次购买的认知成本。优惠券只在搜索成本高昂时有效，当智能体让搜索免费，折扣要么人人可得要么消失。
great read.
Personal AI agents (e.g. shopping agents) that research every purchase super exhaustively could make product quality matter more than distribution.
Agents that never forget to cancel would end subscription revenue built on customer inattention.
The asymmetry between a company and its customers comes from scale (i.e. a compute asymmetry), because the firm amortizes its analysis over millions of purchases while the customer pays the full cognitive cost of each one.
Coupons work only while search is costly, so agents that make search free either hand the discount to everyone or kill it, and the same logic drains the inattention revenue subscription businesses book as margin.
