Probably the cost model for LLM providers for consumers will be somewhat subsidised by providers basically linking up extremely specific profiles about users and using these to sell products directly in an agentic pipeline which includes agentic commerce. Maybe it's less one click purchases and more one prompt purchases. Of course this stands to be pretty bad for consumers in a lot of ways (deeply invasive marketing, possibly being missold products).

Of course the question remains, who is supposed to be buying products through this system if AI systems continue to displace jobs?