Silicon Valley giants like Amazon, Meta, and OpenAI are racing to develop “operating systems” for AI-powered devices—and 2026 is likely the year these efforts will start to take off. 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.
In theory, this sounds like an idyllic relationship between humans and technology. But it could rewrite the business model for a huge swath of consumer tech companies.
Instead of tapping through apps filled with ads and upsells, AI devices promise that a user will be able to ask for an outcome, and get it. An
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