Google and Meta Most at Risk in AI Agent Era, Says Founder

In an exclusive interview with Benzinga, Div Garg, founder and CEO of AGI Inc., said that tech giants like Alphabet (GOOGL, GOOG) and Meta Platforms (META) could be the biggest losers in the AI agent era. Garg, who famously turned down a lucrative job offer from OpenAI to build his own company, believes investors are asking the wrong question.

Details

Instead of asking which company will build the best AI model, Garg argues the key question is: who stands to lose the most when AI agents become the primary user interface? He noted that the current advertising model of Google and Meta could be disrupted if users rely on AI agents to complete tasks instead of browsing directly.

Context

The comments come as both Alphabet and Meta invest heavily in AI. Google launched its Gemini model, while Meta developed Llama. However, Garg warns that these investments may not shield them from the radical shift AI agents will bring.

What This Means for Investors

Investors should watch how Google and Meta adapt to the AI agent model, as failure to do so could negatively impact their advertising revenue in the long term.