投资者担心很多公司会被 AI 颠覆

未来如何演变仍不明朗，先卖掉可能会被颠覆的公司再说。扎堆进旧经济板块避险 (不太可能被 AI 颠覆)

will Amazon ads revenue be disrupted if Google launch ai shopping agent? can Google ai shopping agent access goods and price data on Amazon

Yes, Amazon 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.