In a nutshell: Google wants your websites to be more easily used by the agents they are putting in the browser and other products.
They own the user layer and models, and get to decide if your product will be used.
Think search monopoly, except your site doesn't even exist as far as users are concerned, it's only used via an agent, and only if Google allows.
The work of implementing this is on you. Google is building the hooks into the browser for you to do it; that's WebMCP.
It's all opaque; any oopsies/dark patterns will be blamed on the AI. The profits (and future ad revenue charged for sites to show up on the LLM's radar) will be claimed by Google.
The other AI companies are on board with this plan. Any questions?
The irony is Google properties are more locked down than ever. When I use a commercial VPN I get ReCAPTCHA’ed half of the time doing every single Google search; and can’t use YouTube in Incognito sometimes, “Sign in to confirm you’re not a bot”.
What about Authentication? Should the users to be on Google SSO to use their WebMCP?
We should definitely feel trepidation at the prospects of any LLM guided browser, in addition to WebMCP (e.g. Claude for Chrome enters the same opaque LLM-controlled/deferred decision process, OpenClaw etc).
Just one example: Prompting the browser to "register example.com" means that Google/Anthropic gets to hustle registrars for SEO-style priority. Using countermeasures like captcha locks you out of the LLM market.
Google's incentive to allow you to shop around via traditional web search is decreased since traditional ads won't be as lucrative (businesses will catch on that blanket targeted ads aren't as effective as a "referral" that directs an LLM to sign-up/purchase/exchange something directly)... expect web search quality to decline, perhaps intentionally.
The only way to combat this, as far as I can conceptualize, is with open models, which are not yet as good as private ones, in no small part due to the extraordinary investment subsidization. We can hope for the bubble to pop, but plan for a deader Internet.
Meanwhile, trust online, at large, begins to evaporate as nobody can tell what is an LLM vs a human-conducted browser. The Internet at large is entering some very dark waters.
Oh ho, this is the succinct and correct evaluation. Buckle up y'all, you're gonna be taken for a ride.
The Google hate virus is thick here. It seems uncontroversial that users will likely want to use AI to find info for them and do things for them. So either Google provides users with what they want or they go out of business to some other company that provides what users want.
https://www.perplexity.ai/comet
That is not in any way to suggest companies are ok to do bad things. I don't see anything bad here. I just see the inevitable. People are going to want to ask some AI for whatever they used to get from the internet. Many are already doing this. Who ever enables that for users best will get the users.
Knowing Google, there’s a good chance it will turn out like AMP [0]: concerning, but only spotty adoption, and ultimately kind of abandoned/irrelevant.
It’s the Google way.
[0] https://en.wikipedia.org/wiki/Accelerated_Mobile_Pages