MCP, ‘Conduit’ companies, AI agents and what happens when all your customers are now bots?

? Substack here by Nick Boesel. AI agents (facilitated by MCP) will quickly become the fastest growing customers interact with services. Disrupting customer-facing channels just like mobile did to web and the web did to MOTO and brick-and-mortar. I don’t think anyone’s ready for this. It’s terra incognita right now for understanding this soon-to-be critical distribution channel. How do you think of customer service design, of landing pages and conversion funnels and GUI design when all your new useragents are literally agents? If you welcome MCP/AI access, or will your customer relationships be usurped by what Nick describes as conduit companies? What will the new AI-led growth playbook look like? I can say for sure, If I were CPO of Expedia or OpenTable or RocketMortgage or Progressive or Geico… I’d be pulling together a hell of SWAT team on this question right now.

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