The 9 Stages of AI Agent Adoption, Explained

About this episode

In this solo episode, I break down the war on AI agents, from Amazon blocking Meta's Muse to Delta treating outside booking agents as unauthorized automated activity to Yelp charging agents for access. I share how I think about an agent, as a customer with a credit card who reads your site instead of looking at it, and the ladder of trust that runs from research to prepare to pay. Then I walk through each big player's bet, my nine stages for how this war plays out, five moves any business can make this week, and the startup ideas I see between agents and the businesses they buy from. If you run a store or build products, this episode gives you a map for selling to customers who send an agent to shop for them. Timestamps 00:00 – Intro 02:09 –The Three Camps 05:08 – How I Define an Agent 06:52 – The Ladder of Trust 08:54 – Real Reasons to Block Agents 09:48 – What Agents Skip 12:57 – How Each Company is Playing it 17:06 – Lessons From Mint and Plaid 17:49 – The 9 stages of The War on Agents 21:56 – What to do this week 24:39 – Startup Idea 1: Agent Readiness 25:48 – Startup Idea 2: Plaid for One Vertical 26:22 – Startup Idea 3: Insurance for Agents 26:57 – Startup Idea 4: Analytics for Agent Traffic 27:26 – Startup Idea 4: Agent Specialist 28:05 – Closing Thoughts Key Points Agents read product details, prices, shipping, and return policies, so plain-text facts on the page decide whether they pick you. Agents climb a ladder of trust from research to prepare to pay, and the whole fight happens on the pay rung. Many blocks protect the ad and upsell revenue that agents skip on the way to the sale. The biggest stores block, the biggest audiences open the door, and payment and security companies want the toll booth. I expect a Plaid moment for agent identity and payments, followed later by ads that buy an agent's first recommendation. Vertical Plaids, agent insurance, and agent analytics are open lanes for startups right now. The #1 tool to find startup ideas/trends - https://www.ideabrowser.com LCA helps Fortune 500s and fast-growing startups build their future - from Warner Music to Fortnite to Dropbox. We turn 'what if' into reality with AI, apps, and next-gen products https://latecheckout.agency/ FIND ME ON SOCIAL X/Twitter: https://twitter.com/gregisenberg Instagram: https://instagram.com/gregisenberg/ LinkedIn: https://www.linkedin.com/in/gisenberg/