Rivals Unite Behind New Software for Agents, Threatening App Makers

Before we get to AI agents, we wanted to make sure you saw our story from last night on how the effects of the new U.S. tariffs are already rippling across tech—even prompting some companies to pause new enterprise software deals. We’ll be watching closely for any more disruptions as companies continue to make sense of what the changes in trade policy mean for their businesses.

On to the news…

A growing number of artificial intelligence developers such as OpenAI, Google and Amazon are rallying behind new open-source software to help businesses build AI agents that can book a flight or order from a delivery app.

But that alliance of AI firms amplifies the threat posed by agents to consumer-facing apps like Airbnb, Expedia and Instacart.