Part 09The tollbooth shifts
Alex Immerman says Shopify, Toast and Square collect software and payments revenue whichever agent brings the order.
Habit Was the Moat. Agents Are Draining It.Person
Alex Immerman
Alex Immerman is named in 1 Part of The Buildout, most recently Part 9: Habit Was the Moat. Agents Are Draining It.. Argued in Part 9 (The inertia businesses), Part 9 (The rails and the atoms).
What Alex Immerman argued
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Part 09 · The inertia businessesSep 29, 2026
Customers already accept higher menu prices on DoorDash to pay for convenience, which was necessary for restaurant economics to work; Alex Immerman is uncertain whether people would similarly accept higher prices shown to assistants or pay a…
Habit Was the Moat. Agents Are Draining It. Who is on each side Source
Part 09 · The inertia businessesSep 29, 2026
AI assistants don't need to replicate Amazon's warehouses to pressure Amazon's profits; they only need to become the place where the customer decides what to buy, illustrated by Amazon banning Muse while Shopify, which lacks a comparable scaled ad…
Habit Was the Moat. Agents Are Draining It. Who is on each side Source
Part 09 · The rails and the atoms
Shopify, Toast and Square get paid whichever agent brings the order.
Habit Was the Moat. Agents Are Draining It. Who is on each side Source
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