Jeremiah Owyang, General Partner, Blitzscaling Ventures, explains how AI agents representing consumers and business decision-makers are reshaping the relationship between marketers, publishers, and advertisers. As agents increasingly control discovery and purchasing decisions, traditional marketing strategies break down and must be reimagined. The talk outlines the five AI cultures companies need to adopt internally to compete in this new landscape. It also shows how the marketing funnel evolves when agents, not humans, become the primary decision-makers. The session closes with real-world examples and a clear prediction for the future of AI-driven marketing.

Takeaways

Chapters

00:00 Introduction to AI agents becoming customers

01:00 What is the agentic economy

02:30 Real-world examples of AI agents in action

04:30 The five AI cultures explained

06:30 The AI-first method (Adopt, Build, Hire)

07:30 Shopify case study and AI adoption

09:30 Revenue per employee and AI-native advantage

10:50 The agentic thesis and future of the internet

12:30 Why ads may disappear in an AI-driven world

13:00 What an AI agent actually is

14:50 The AI agent ecosystem explained

19:20 How the customer decision funnel is changing

21:30 AI agents making decisions for consumers

22:30 Web4 and the agentic internet

24:00 Real-world startups building agent-driven companies

26:20 Key insights and future outlook

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