---
title: "Investors are worried that many companies will be disrupted by AI."
description: "How the future will evolve remains unclear, so let's sell the companies that might be disrupted first..."
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/38589569.md"
published_at: "2026-02-08T05:53:04.000Z"
author: "[冲动是魔鬼](https://longbridge.com/en/profiles/17766278)"
---

# Investors are worried that many companies will be disrupted by AI.

How the future will evolve remains unclear; sell the companies that might be disrupted first. Crowding into the old economy sectors for safety (unlikely to be disrupted by AI).

Will Amazon's ad revenue be disrupted if Google launches an AI shopping agent? Can Google's AI shopping agent access product and price data on Amazon?

  
Yes, Amazon's advertising revenue faces significant potential disruption if Google (or other AI firms) successfully launches and scales an AI shopping agent that operates without relying on traditional, ad-driven search results.  
  
Impact on Amazon Advertising Revenue  
Ad-Blocker Effect: AI shopping agents are designed to find the best product, bypassing the sponsored, branded, and pay-per-click (PPC) ads that generate the majority of Amazon's retail ad revenue.  
Reduced Visibility: If users ask a chatbot for a "lightweight vacuum" instead of searching on Amazon, they may never see sponsored listings, reducing the visibility of products for which brands have paid.  
Loss of Data & Personalization: Agent-routed purchases could limit Amazon’s ability to collect consumer data, which is crucial for its personalized ad targeting.

Shift in Power: The most valuable real estate moves from the search result page to the AI assistant, which curates choices based on price and, potentially, its own partner network rather than paid placement.

Active Conflict: Amazon has sued competitors (like Perplexity) for trying to bypass these restrictions. However, the AI "war" is forcing a shift where agents might try to scrape data regardless of, or through, these blocks.

In summary, the competition is turning into a battle for who controls the shopping "agent" interface. While Google’s agent would aim to scrape and compare, Amazon is trying to prevent it, setting up a fight between open AI research and closed ecosystem control.

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.