What Mike Vernal thinks about AI agents

@mike-vernal · 7 positions

American investor and engineer, general partner at Conviction; earlier a vice president of product and engineering at Facebook and a partner at Sequoia Capital.

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1 dated position, 2026, in their own words. Our reading of what Mike Vernal has said — not written or endorsed by them.

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1. 21 Sept 2026, 18:06 UTC

   Our readingAI agents may create an innovator's dilemma for low-margin consumer services whose profits come from in-product ads.

   Their wordsIt'll be interesting to see if this creates a modern form of the innovator's dilemma, i.e., enabling agentic use (which is unequivocally pro-customer) cuts deeply to their bottom line, creating opportunity for those that don't rely on ads for their operating profit (e.g., Shopify).

   ↗@mvernal on Xx.com