Microsoft Leads Shift: AI Agents Drive New Internet Value Model
The internet's dominant model is evolving, moving away from human attention metrics like DAU/MAU and click-through rates. The rise of AI agents is driving this change, shifting focus to outcome-based measurements like tasks completed and API calls made.
For decades, platforms like Microsoft have thrived by translating human engagement into monetizable signals. Now, they're integrating AI agents into their products, like Microsoft Teams and Windows 11, to automate tasks and boost productivity. These AI agents, connected via MCP-servers, also enhance customer interaction and operational efficiency by real-time data access to backend systems like CRM and ERP. Microsoft monetizes these AI capabilities through its Microsoft 365 subscription ecosystem.
This transformation doesn't make existing infrastructure obsolete. Instead, it repurposes it. The principle of value persistence shows that assets like algorithms, data networks, and global compute retain their value in the AI era. Companies that adapt to this shift, focusing on task outcomes and orchestration efficiency, will thrive. Those that cling to outdated engagement-based models risk becoming obsolete.
The internet's value creation is shifting from human engagement to AI-driven task orchestration. Companies like Microsoft are leading this change, embedding AI agents into their platforms. The key to success lies in rewiring old infrastructure for the AI era, ensuring value persists and transforms, not vanishes.
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