"“The immediate catalyst is OpenClaw,” Nick Patience, AI lead at the Futurum Group, told CNBC. “The open source agent demonstrated a genuine appetite for AI that acts rather than just gives answers.” Competitive pressure is the visible driver, but there's a “deeper logic,” he added. “Agents represent the point at which AI platforms shift from cost centres to revenue infrastructure, whether through commerce, advertising or enterprise productivity.”"
"Meta is building a “highly personalised AI assistant to carry out everyday tasks” for its users, the Financial Times reported. Google is developing a “24/7 personal agent for work, school and daily life, powered by Gemini,” according to Business Insider. Meta did not respond to a request for comment and Google declined to comment."
"For tech companies like Google and Meta, which both have large advertising and ecommerce businesses, agents that conduct transactions could be a “major value driver,” said Malik Ahmed Khan, senior analyst at Morningstar. Ultimately, Big Tech companies see AI agents as a way to boost user subscriptions and retain pl"
OpenClaw’s viral rise accelerated interest in agentic AI tools that perform tasks rather than only provide answers. Nvidia praised OpenClaw as the “next ChatGPT,” and OpenAI hired its creator, signaling strong investment in this area. Meta is reported to be developing a highly personalized AI assistant for everyday tasks, while Google is developing a 24/7 personal agent for work, school, and daily life powered by Gemini. Companies face competitive pressure, but analysts point to deeper economic logic: agents can shift AI platforms from cost centers to revenue infrastructure through commerce, advertising, and enterprise productivity, supporting subscriptions and user retention.
Read at www.cnbc.com
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