When Agents Attack: How AI Collapses and Rebuilds Marketplace Moats

By Casey WintersNovember 13, 2025

The article looks at how AI agents reshape marketplace moats. AI agents take control of discovery and selection, and this shift weakens funnels and lowers the power of brand-driven traffic. Marketplaces gain strength through unique supply and clean data that agents read with ease. The author notes that structure, trust, and supply depth form the path toward a durable edge in this new environment.

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