AI-Native Apps Will Swallow the Web

Here is my prediction: AI-native apps will swallow the web. Not in ten years, but before 2026 is over – and the transition is already underway.

. The protocol is in place.

Users will pull this forward because the AI becomes both the access point and the source of enrichment. One conversation instead of a dozen tabs. The AI knows the sneakers, knows the cars, knows how you like to travel. Like the whole of the web, the merchant's site becomes raw material.

Like the whole of the web, the merchant's site becomes raw material.

This sounds extreme, but it is also already underway. Shopify has built a Storefront MCP for AI-mediated commerce. AI-native apps are bringing back the constraints that shaped the early web – stateless protocols, server-side logic, forms for input – for a new class of consumer.

It is because of this seismic shift that the category has not yet settled, lay out a for choosing where to ship first, walk through the enterprise procurement actually wants, work the for a category too young for the usual portfolio signals, and tie it together in a