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AIQuiet 4d · day 4

Goldman Sachs: AI agents will make money the way the web always has

Goldman Sachs research head Eric Sheridan says advertising and subscriptions, not novel models, will fund the coming wave of action-taking AI agents.

newest coverage 4d agosummary written 4d ago3 pieces MastodonNewswires

What to know

  • Goldman Sachs Research says AI agents' mass-market business model will likely rely on advertising plus subscriptions, not a novel scheme.
  • The forecast depends on users trusting agents with sensitive data like calendars, passwords, and payment credentials to complete tasks.
  • Meta's Muse topping the App Store charts, alongside agents from OpenAI, Anthropic, and the open-source OpenClaw framework, is driving the current focus on monetization.

“I think we are at the beginning of a paradigm shift. We are going from a conversational relationship with these agents to a much more action-oriented relationship.”

Eric Sheridan, Goldman Sachs Research, TMT business unit leader · Business Insider ↗ · Sep 21

Eric Sheridan Business unit leader, Goldman Sachs Research TMT groupMeta Developer of AI agent MusePeter Steinberger Austrian developer, creator of OpenClaw

Goldman Sachs: AI agents will make money the way the web always has
Business Insider

How it unfolded 1 development · click the chart to see its coverage articlesposts

Peak 3 pieces in one hour at Sep 22, 2 AM; 3 pieces over 4 days (1 article · 2 posts) Sep 22, 2 AM — 3 pieces · 1 article · 2 posts — Mastodon 2, Newswires 1Sep 22, 3 AM — quietSep 22, 4 AM — quietSep 22, 5 AM — quietSep 22, 6 AM — quietSep 22, 7 AM — quietSep 22, 8 AM — quietSep 22, 9 AM — quietSep 22, 10 AM — quietSep 22, 11 AM — quietSep 22, 12 PM — quietSep 22, 1 PM — quietSep 22, 2 PM — quietSep 22, 3 PM — quietSep 22, 4 PM — quietSep 22, 5 PM — quietSep 22, 6 PM — quietSep 22, 7 PM — quietSep 22, 8 PM — quietSep 22, 9 PM — quietSep 22, 10 PM — quietSep 22, 11 PM — quietSep 23, 12 AM — quietSep 23, 1 AM — quietSep 23, 2 AM — quietSep 23, 3 AM — quietSep 23, 4 AM — quietSep 23, 5 AM — quietSep 23, 6 AM — quietSep 23, 7 AM — quietSep 23, 8 AM — quietSep 23, 9 AM — quietSep 23, 10 AM — quietSep 23, 11 AM — quietSep 23, 12 PM — quietSep 23, 1 PM — quietSep 23, 2 PM — quietSep 23, 3 PM — quietSep 23, 4 PM — quietSep 23, 5 PM — quietSep 23, 6 PM — quietSep 23, 7 PM — quietSep 23, 8 PM — quietSep 23, 9 PM — quietSep 23, 10 PM — quietSep 23, 11 PM — quietSep 24, 12 AM — quietSep 24, 1 AM — quietSep 24, 2 AM — quietSep 24, 3 AM — quietSep 24, 4 AM — quietSep 24, 5 AM — quietSep 24, 6 AM — quietSep 24, 7 AM — quietSep 24, 8 AM — quietSep 24, 9 AM — quietSep 24, 10 AM — quietSep 24, 11 AM — quietSep 24, 12 PM — quietSep 24, 1 PM — quietSep 24, 2 PM — quietSep 24, 3 PM — quietSep 24, 4 PM — quietSep 24, 5 PM — quietSep 24, 6 PM — quietSep 24, 7 PM — quietSep 24, 8 PM — quietSep 24, 9 PM — quietSep 24, 10 PM — quietSep 24, 11 PM — quietYesterday, 12 AM — quietYesterday, 1 AM — quietYesterday, 2 AM — quietYesterday, 3 AM — quietYesterday, 4 AM — quietYesterday, 5 AM — quietYesterday, 6 AM — quietYesterday, 7 AM — quietYesterday, 8 AM — quietYesterday, 9 AM — quietYesterday, 10 AM — quietYesterday, 11 AM — quietYesterday, 12 PM — quietYesterday, 1 PM — quietYesterday, 2 PM — quietYesterday, 3 PM — quietYesterday, 4 PM — quietYesterday, 5 PM — quietYesterday, 6 PM — quietYesterday, 7 PM — quietYesterday, 8 PM — quietYesterday, 9 PM — quietYesterday, 10 PM — quietYesterday, 11 PM — quietToday, 12 AM — quietToday, 1 AM — quietToday, 2 AM — quietToday, 3 AM — quietToday, 4 AM — quietToday, 5 AM — quietToday, 6 AM — quietToday, 7 AM — quietToday, 8 AM — quiet ◂ 1 earlier
Sep 23Sep 24yesterdaynow · 9:20 AM ET
  1. 1

    Business Insider reports Goldman's ads-and-subscriptions call

    Business Insider's Huileng Tan covered Sheridan's note, framing agent monetization as Silicon Valley's next big question after the rise of Meta's Muse and rival agents from OpenAI and Anthropic; the piece was syndicated on Flipboard and other aggregators within the hour.

    1. 1 outlet The next big question for AI agents is how they'll make money, Goldman says

      first by Business Insider, 4d ago

    • Goldman Says AI Agents Face a Crucial Test: Making Money AI agents have quickly become Silicon Valley’s latest obsession. Now comes the harder part of figuring out how… # UnitedStates # US # USA # AIagent # AIsoftware # america # behalf # business # completetask # EricSheridan # GoldmanSachs # Meta # money # muse # platformlayer # recentlaunch #…

      UnitedStates@pubeurope.comMastodon4d agoview on Mastodon ↗
  2. background

    Goldman's Eric Sheridan lays out AI agent monetization thesis — In a post on Goldman Sachs Research's website, Eric Sheridan argued mass-market AI agents will be monetized via advertising and subscriptions, similar to the current web, with free ad-supported and paid ad-free tiers.

  3. background

    Meta's AI agent Muse tops Apple's US App Store charts — Meta's newly launched Muse, designed to shop online, book travel, and complete tasks on users' behalf, climbed to the top of Apple's US App Store free app rankings, intensifying attention on AI agents.

  4. background

    OpenClaw framework goes viral among developers, especially in China — The open-source AI agent framework created by Austrian developer Peter Steinberger gained traction earlier this year, with businesses and developers in China adopting it to build AI agents.