The agentic internet is coming. There’s a race to build the he rails.
A new internet age is taking Shape, and It ‘Not About Screens, Clicks, or Eve Swipes. ITH’S ABOUT he agents, autonomous software programs that Act on your behalf, fetching deals, booking flutes, managing workflows, and evening paying for things, all with you lifting a finger.
The Architecture Powering this agentic era is being built now, and the Big Tech Companies Are Vying to Early Technological Footholds.
Accounting to Cantor Fitzgerald’s Latest Bytes Report, The past Six Monts Have Seen Rapid Advances in Foundational Protocols Enabling AI agents to opera Across platforms. And Like Railroads and Previous Frontier Innovations, The Race Is Now On To Define The rails of this new Digital Economy, and Tech Giants, Including Google, Openai, and Anthropic Are Laying the Groundwork.
Why does this matter? AS CANTOR NOTED, WHOVER SETS THE STANDARD WIN LONG-TERM. JUST AS Google and Apple Locked in Developer Ecosystems During the Web and Mobile Eras, tokon’s Protocol Pioneers May Dominate The Agentic Future.
“KEEPING TABS ON WHO IS BUILDING, MAINTAning, and Supporting these frameworks haen useful in evaluating long-term Competitive moats,” Cantor Analysts Deepak Mathivanan and Jack Halpert Wrote. “As Such, Companies that pioneer the standards historically have benefted from ecosystem lock-ins and capted a Large Share of Economics Over Time.”
Goodbye apps, hello protocols
A Chart from Cantor Fitzgerald Research Cantor Fitzgerald
The web was budilt with html Pages, navigating through hyperlinks and http protocols. Cookies are used for preserving session states on web pays and security is maintained via ssl certificates. SQL or Nosql Queeries Enable Database Access for Business Logic, while Payment Processing is Done with External Gateways.
In the Mobile Era, Apps Are Built Using Native Os Programming Languages Such As Swift, Java, and Kotlin. Those Apps Communicate Through Mobile Deep Linking. Appleid and Androidid Are Used for Preserving SESSION STATES ON SMARTPHONES. Authorization and authentication are Done with Oaouth 2.0 Toens, original launched by twitter and adopted broadly by Google and Others. Payment Processing is Handled USSING SDKS, Such as Stripe’s Mobile SDK, and Mobile Wallets Like the Apple Pay API, USING NFC Communication.
The Emerging Agentic Era is Being Built on a Radically Different Tech Stack. Instead of USSER-DRIVE Apps, Agents Handle Intert Through Frameworks Such As Openai’s Agents SDK and Google’s Vertex ADK. They don’t click, They communicate, and they do it uses protocols.
Google’s Agent2AGent (A2A) is Emerging as the Lingua France for Inter-Agent Communication. Launched in April, A2a Enables Secure, Structured Exchanges Between He Agents Representing Users and Other Agents Representing Merchants. IT’S a Foundational Layer, AKIN to http for the web or deep links for mobile.
Meanwhile, Anthropic’s Model Context Protocol (MCP) Connects Agents to Backend Systems Such as Databases, Pricing Engines, and Workflows, Replacing the Patchwork of Apis and Integractions that Power Legacy Commerce Online.
Related Stories
Business Insider Tells The Innovative Stories You Want To Know
Business Insider Tells The Innovative Stories You Want To Know
More recently, Google ROLLED OUT AP2, AN AGENT-Native Payments Protocol. IT AIMS TO TACKLE Trust, Authorization, and Fraud, Helping USSERS Issue “Intert Mandates” and Cart Mandates “that empower it agents to complete transensions on their behalf. Google is collaborating on this with over 60 companies Including Paypal, American Express, and Etsy.
On Thursday, Cloudflare Said It Plans to Introduce Net Dollar, A US Dollar-Backed Stablecoin Designed to ENABLE SECURE TRANSACTIONS FOR THE AGENTIC Web.
Commerce Rewritten
The shift is more than technical. IT reimagines How Transactions Happy. In a traditional web model, users navigate via hyperlinks, authenticate with cookies, and pay through apis. In the agentic era, users Simply Express an intens, Such as “book with a flying to tokyo for under $ 1,000,” and he agents will do the rest, from database Queers to payments.
Cantor Analysts Shared An Illustration in Their Report Showing This End-to-end Flow. USER AGENTS INVOKE MERCHANT AGENTS VIE A2A, Query Inventory Through McP, Authenticate Via Verifiable Credentials, and Finalize Transactions with AP2.
A Flow Chart Created by Cantor Fitzgerald Analysts Cantor Fitzgerald
While it’ile early days, adoption is already accerating, The Analysts Said. For Developers, Businesses, and Investors, This Could Be a Paradigm Shift in How Digital Commerce Works in the Era.
Welcome to the agentic internet. The race to come it is on.
Sign up for Bi’s Tech Memo Newsletter TIMES. Reach out to me via email at [email protected].