How AI is threatening platforms’ revenue streams
- Apr 14
- 1 min read
HARVARD BUSINESS REVIEW — Historically, platforms made money through advertising, transaction fees, subscriptions, and ecosystem services such as cloud computing, logistics, and payments. As users delegate search, choice, and execution to AI agents, the interaction surfaces on which these revenues depend erode, shifting value capture from platforms back to users.
As we witness a structural shift away from individual platform interfaces (websites, apps, search engines) tasked with finding the best option for a consumer, platforms lose the ability to monetize attention by selling targeted ad space based on user data.
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