AI 购物智能体将重塑订阅与优惠商业逻辑
个人 AI 智能体（如购物智能体）将通过穷尽式比价研究，让产品质量比渠道分销更关键，并终结依赖用户疏忽的订阅收入模式。企业与消费者的不对称源于算力不对称——公司将分析成本摊薄到数百万笔交易，而消费者需为每笔支付全额认知成本。智能体让搜索免费后，优惠券要么普惠所有人要么消亡，订阅业务靠用户忘记取消赚取的不注意收入也将被抽走。
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.
来源：rohanpaul_ai · x.com