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Shopify CEO Tobi Lütke offered his judgment on how personal AI agents will monetize. He said personal AI agents will not monetize through a 2% transaction cut, but will enter an era of "basis points." He also proposed a "reverse money test": users would be willing to pay an increasingly high price to stop using their own Muse. The monetization method could be metered billing in the background, or a cut of transaction volume, or both; he is not worried, because there is a lot of room for agents to help people save money.
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Shopify CEO Tobi discusses how personal AI agents can make money
Source:Alex Heath
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Oct 30
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Alex Heath
Shopify CEO Tobi on How Personal AI Agents Will Make Money
Shopify CEO Tobi Lütke believes that monetizing personal AI agents won't rely on a 2% transaction cut, but will enter an era of "basis points." He proposes a "reverse money test": users are willing to pay an increasingly higher price to stop using their own Muse. The monetization method could be backend meter-style billing, or a cut of transaction volume, or both; he isn't worried, because there's a lot of room for agents to help people save money.
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