With many phones in pockets, Samsung stands to gain as uses move from apps to AI

"Mobile phone operating systems are evolving from passive launchpads for apps into active orchestration layers for intent. With multi-agent AI embedded at the OS level, the unit of interaction begins to move from tapping icons to stating outcomes. Apps recede into the background, interfaces become conversational, and software starts to look like plumbing."

"In 2024, global consumer spending in mobile apps and games reached roughly $127 billion, covering in-app purchases and subscriptions across Apple's App Store and Google Play. Independent analysis estimates that Apple alone collected more than $90 billion in App Store revenue in 2024, dwarfing many standalone SaaS businesses."

"The app economy is not merely a design paradigm. It is one of the most profitable economic architectures ever constructed. And profitable architectures do not quietly dismantle themselves."

Mobile operating systems are undergoing a structural shift toward multi-agent AI integration at the OS level, moving interaction from app-tapping to conversational intent statements. This evolution compresses software layers and increases efficiency. However, this transformation faces significant resistance from established economic structures. Apple and Google have built extraordinarily profitable ecosystems through app stores, generating over $127 billion in global consumer spending in 2024, with Apple alone collecting more than $90 billion. These app store commissions represent a 30 percent tax on digital commerce embedded directly into operating systems. This profitable architecture creates powerful incentives to maintain the status quo rather than facilitate the transition to intent-based AI orchestration.

Read at WRAL.com