“when this comes to fruition it will at some point is like yeah maybe the category winners just run away with everything because I'm not going to say hey Siri open up one of my ride sharing apps and book me a ride to the movies I'm going to say open up Uber.”

AI agents favor category leaders — users say the brand name, not a generic query

Seufert's counterintuitive take on AI agents: if voice or agent-driven interfaces become common, they'll dramatically favor category leaders because users specify brand names, not categories. 'Book me an Uber' routes to Uber; a generic query routes to whoever wins the platform's default. Dominant apps may actually benefit more than they suffer from agent interfaces — the risk falls disproportionately on second-tier competitors without strong brand recall.