随着OpenAI的Dots和Meta的Muse等AI代理应用大规模推出，这些能够代表用户自动执行订房、预订等任务的AI工具与互联网平台产生了日益尖锐的矛盾1。Meta的Muse在首月吸引了500万次下载，推动AI代理的网络流量在8月至9月间增长了三倍1。然而这种增长引发了平台的警惕与抵制——Amazon已封禁Muse的代理，并与AI创企Perplexity进行法律诉讼，理由是AI代理威胁其广告业务1。
互联网的商业模式面临根本性冲击。电商网站占AI代理网络流量的绝大多数，而Shopify等平台已开始为其提供专用结账通道，标志着部分企业正在适应这一新趋势1。但专家警告，这种适应可能代价高昂。宾大沃顿商学院教授Ethan Mollick预测，一旦AI代理被广泛用于申请退款或协商价格，客服部门将被AI代理淹没1。更令人担忧的是，如果AI代理需求持续增长，互联网可能被重新优化以服务AI而非人类，这将显著降低普通用户的网络体验1。
As AI agent applications from companies like OpenAI and Meta scale up their operations, the internet faces a fundamental shift in how it is designed and optimized.1 Meta's Muse has reached 5 million downloads in its first month, while AI agent network traffic tripled between August and September.1 These autonomous agents, capable of booking reservations and making purchases on behalf of users, are increasingly clashing with major platforms over access and data usage.1
The conflict has prompted major websites to take defensive action. Amazon has blocked Muse from its platform and is pursuing legal action against AI startup Perplexity, citing threats to its advertising business model.1 However, responses from the e-commerce sector have been mixed; while many platforms have moved to restrict AI agents, Shopify has taken the opposite approach by providing dedicated checkout channels for them.1 E-commerce sites account for the vast majority of AI agent network traffic, making the sector a critical battleground.1
Experts warn of broader consequences if AI agent adoption continues to accelerate. Ethan Mollick, a professor at the Wharton School of the University of Pennsylvania, predicts that customer service departments will be overwhelmed if AI agents become widely used for refund requests and price negotiations.1 The growing tension raises a fundamental question: as the internet becomes increasingly optimized to serve AI agents rather than human users, the overall experience for ordinary people could deteriorate significantly.1
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