July 25, 2025
5 min read
Lutz Finger
OpenAI aims to become the universal interface online with AI agents. Explore how users and brands adapt in this AI-driven transformation.
AI Agents Are Rewriting the Internet: How Users and Brands Adapt in the New AI Era
A recent memo from OpenAI clearly states their ambition: to become the dominant interface for everything on the internet. Bold? Yes. Feasible? Maybe! As a faculty member at Cornell and an active investor in AI startups, I've been studying how AI reshapes our digital habits. Today, I'm launching a survey to better understand how users and companies are adjusting to this shift. Who leads and who lags in these evolving ecosystems? Let's unpack this transformation of … everything.The End of Chrome and the Beginning of AI Agents
Early in the large language model (LLM) hype cycle, I noted that AGI is still a long way off. However, LLMs are becoming a new user interface. This shift creates many new opportunities for brands and micro-brands aggregated by a few giants. OpenAI will be one of them. OpenAI's ambition to become the universal interface to what we once knew as the Internet isn't surprising. If anything, they might be late. Remember Perplexity’s "Shop Like a Pro"? Their goal was to handle all shopping—from research to payment. Now OpenAI is extending that idea from Perplexity to … yes … everything. The interesting part is that it might be feasible. During my user research, one user told me he uploaded his blood test to ChatGPT. It analyzed the results, suggested supplements, and recommended a web store. The user spent over $200 at a retailer he had never visited before, simply because "ChatGPT said so." This isn’t a fringe case. It shows how ChatGPT is already extending its reach:- OpenAI just became his personal health record — trusted with sensitive data.
- It just became his doctor — providing medical recommendations.
- It just replaced Google — suggesting where to buy.
- It also guided the purchase — skipping traditional product pages.
- IDE — how we code — has been changed. See my conversation with a16z’s Martin Casado. User behavior is driving the industry.
- Finance — how we underwrite risk — has been changed. See my discussion with Varo Bank founder Colin Walsh. Here the industry is driving user behavior.
- E-Commerce — AI is changing how we sell and shop. It’s not yet clear who is driving whom here.
- Users prefer answer-first experiences — powered by ChatGPT, Gemini, and Perplexity.
- Users now bypass the homepage entirely, leading to a decline of the website.
- Brands push GEO (Generative Engine Optimization) — the art of influencing LLMs to list the brand.
- Brands create ChatGPT-like experiences on site search.
- LLMs like OpenAI and Perplexity want to integrate agent capabilities (though many technical questions remain).
- They also want the ability to place ads.
- How brands show up (or don’t) in AI-generated answers.
- What strategies actually move the needle.
- What tooling or support is still missing. Whether you’re a marketer, founder, or product lead — your perspective will help. We’ll publish all findings openly and create a public playbook for working in the new AI-powered discovery ecosystem. Please take the survey here.
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