The 30% Distribution Tax: Market Power in Agentic Commerce
Fredrik Sjoberg draws a sharp historical line from the 10% commission of the travel agent era to the 15–25% of OTAs, and asks whether the AI agent era will push that number to 30% — the rate Apple held in the App Store for over a decade simply because it controlled the front door. The industry, he argues, is making the same structural mistakes it made with OTAs, and has a narrow window to act before the terms are set for good.