Competition for AI agents could expand to Apple, Google and Amazon

Nikesh Arora predicted that the battle for AI agents will be bigger than many expect, with Apple and Google versions of Muse and possibly a TikTok agent emerging alongside frontier-model agents and a potential Amazon commerce agent. A commentator speculated that Instinct could eventually land with Amazon, which already has Rufus, while noting Instinct’s active community and support as well as product rough edges.

The commentator said Amazon is well suited to commerce and service marketplaces, and suggested a “super agent” that coordinates other agents could be preferable to having a separate agent for every app. Whether that model will emerge remains uncertain.