Garg, who famously turned down a lucrative job offer from OpenAI to build his own company, believes investors are focusing on the wrong question. Rather than asking which company develops the smartest AI model, he says the more important question is what happens when AI agents begin performing tasks currently handled by humans.<\/p>\n
\u201cThe most vulnerable are those that rely heavily on human users,\u201d Garg said in an exclusive email interview with Benzinga.<\/p>\n
That view strikes at the heart of some of Silicon Valley\u2019s most successful business models.<\/p>\n
Why AI Agents Could Challenge Google\u2019s Search Business<\/p>\n
For Google, the risk is straightforward. Search advertising depends on users conducting research, comparing options and clicking links. <\/p>\n
But if AI agents increasingly handle those tasks on behalf of consumers, the traditional search journey could become less relevant.<\/p>\n
\u201cGoogle won\u2019t be able to count on revenue from search, as people will no longer be doing the research themselves,\u201d Garg said.<\/p>\n
Meta\u2019s Advertising Model Faces A New Test<\/p>\n
Meta faces a similar challenge. <\/p>\n
The social media giant generates the overwhelming majority of its revenue from advertising targeted at human attention and engagement. In an environment where AI agents increasingly act as intermediaries between users and digital services, that model could face pressure.<\/p>\n
\u201cMeta, for instance, will need to find a revenue stream that doesn\u2019t rely on ads,\u201d Garg said.<\/p>\n
The disruption may not stop with internet giants.<\/p>\n
Uber And Airbnb \u2018Will Also Need To Pivot\u2019<\/p>\n
\u201cUber and Airbnb will also need to pivot,\u201d he said. \u201cWithout adapting to serve AI, as the number of human app users drops, they face losing out to competitors better prepared to serve the new agentic user base.\u201d<\/p>\n
If there is a safer corner of the market, Garg points to the companies supplying the infrastructure powering the AI boom.<\/p>\n
Why Nvidia, TSMC And Qualcomm Are The \u2018Safest Bet\u2019<\/p>\n
\u201cTSMC, Nvidia, and Qualcomm are the safest bet,\u201d he said.<\/p>\n
While Wall Street continues to debate which chatbot, model or platform will dominate the next phase of artificial intelligence, Garg argues investors should pay equal attention to a different question: which business models survive when AI agents start doing the clicking, searching and booking for us?<\/p>\n
Photo Courtesy: Ken stocker on Shutterstock.com<\/p>\n","protected":false},"excerpt":{"rendered":"Garg, who famously turned down a lucrative job offer from OpenAI to build his own company, believes investors…\n","protected":false},"author":2,"featured_media":77063,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[8657,15987,5896,5894,5892,157,5891,21401,7777,7778,9068,8226,18469,8815,29307,444,7779,7914,8114],"class_list":["post-77062","post","type-post","status-publish","format-standard","has-post-thumbnail","category-openai","tag-category-exclusives","tag-category-interview","tag-category-tech","tag-category-top-stories","tag-cms-wordpress","tag-openai","tag-pageisbzpro-bz","tag-symbol-abnb","tag-symbol-goog","tag-symbol-googl","tag-symbol-meta","tag-symbol-nvda","tag-symbol-qcom","tag-symbol-tsm","tag-symbol-uber","tag-tag-ai","tag-tag-artificial-intelligence","tag-tag-expert-ideas","tag-tag-stories-that-matter"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/77062","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=77062"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/77062\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/77063"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=77062"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=77062"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=77062"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}