The devices are largely built around a future where AI agents can take actions on a user’s behalf, without requiring them to visit an app or website. But it could rewrite the business model for a huge swath of consumer tech companies. AI agents may strip many of these businesses down to their core services, and reduce the need for users to visit the apps at all. Some tech companies are reluctant to let AI agents from smaller startups stand between them and their users. But other marketplaces and app developers appear willing to work with larger platforms.