The Agentic Internet: How OpenAI Could Reshape Google and Microsoft
Autonomous AI agents may replace traditional search engines and operating systems within a decade
The Internet is on the verge of a profound transformation. In October 2025, OpenAI launched AgentKit, a toolkit designed to let developers build, deploy, and orchestrate autonomous AI agents. These agents are capable of navigating websites, APIs, and internal systems without direct human input. While initially marketed as a developer productivity tool, AgentKit’s architecture hints at a much larger vision: an agentic Internet, where humans delegate digital interactions to AI intermediaries rather than navigating the web themselves.
This shift could challenge the dominance of two of the most entrenched technologies in modern computing: Google Search and Microsoft’s operating systems. The implications for businesses, consumers, and the structure of the web are enormous.
What Is AgentKit?
At its core, AgentKit is a modular platform designed for creating autonomous agents. Unlike traditional AI models that simply answer questions, these agents are capable of taking actions, reasoning across multiple steps, and connecting to tools and APIs.
Some of AgentKit’s key components include:
Agent Builder: A drag-and-drop orchestration canvas that allows developers to design multi-step workflows.
Connector Registry: A centralized hub for APIs, databases, and enterprise systems. It functions much like an “App Store” for AI agents.
ChatKit: Enables embedding agents into chat interfaces and applications, turning AI reasoning into a usable user interface.
Evaluation Tools: Built-in testing, reinforcement fine-tuning, and governance to ensure safe, reliable agent behavior.
The combination of these modules allows AI agents to search, synthesize, and act on information autonomously, effectively functioning as both a search engine and operating system for users.
How AI Agents Could Replace Traditional Search
Traditional search engines like Google index web pages and provide ranked lists of links for users to explore. However, AgentKit powered agents represent a paradigm shift:
Direct answers over links: Instead of presenting a list of web pages, agents provide synthesized answers.
Task execution: Agents can complete bookings, perform transactions, or compile reports automatically.
Connector-driven integration: Agents access structured enterprise and web data without human navigation.
Reasoning-based decision-making: AI decides what to do next, removing the need for user intervention.
For example, a query like “Book me the cheapest flight to Madrid next weekend” doesn’t lead to a list of airline websites. Instead, the agent checks multiple airlines, applies loyalty points, compares prices, and presents a complete itinerary, all autonomously.
Analysts predict that by 2030, the majority of web queries may bypass traditional search engines entirely, favoring AI-driven agents capable of end-to-end delegation.
AgentKit as an Operating System
AgentKit’s architecture also parallels traditional operating systems:
Traditional OS FunctionAgentKit EquivalentApp StoreConnector Registry (API & tool access)Process ManagerAgent Builder (orchestrates multi-step tasks)User InterfaceChatKit (interfaces embedded in apps)Security & PermissionsGuardrails & evaluation tools (governance & compliance)System CallsTool / connector invocations by agents
In effect, AI agents built on AgentKit can serve as the primary interface to digital systems, potentially diminishing the role of desktop and mobile operating systems like Windows, macOS, and even Linux over time.
Predicting the Timeline for Disruption
Based on current adoption trends, technology maturation, and user behavior, here’s a plausible timeline for disruption:
2025–2027 — Early Erosion:
AI agents begin handling simple information tasks.
Google integrates generative AI features (e.g., Search Generative Experience) to retain users.
Windows remains dominant, but younger generations experiment with AI-native workflows.
2027–2030 — Agentic Replacement:
AI agents become mainstream, handling tasks traditionally requiring search or OS navigation.
Google Search traffic plateaus as agent-mediated queries rise.
Microsoft OS usage growth slows as AI-native platforms gain adoption.
2030–2033 — Structural Decline:
AI-native ecosystems manage the majority of digital interactions.
Search engines become data sources rather than interfaces.
Traditional desktop operating systems transition into enterprise support layers.
2033–2035+ — Agentic Internet Era:
Persistent AI agents dominate user interaction with digital systems.
“SEO” is replaced by Agentic Experience Optimization (AEO).
Windows, macOS, and Google Search exist primarily for niche use cases and regulatory compliance.
Implications for Businesses and Users
The rise of AI agents carries significant consequences:
For businesses: Traditional SEO and search marketing strategies will shift to agent visibility, ensuring products appear in AI workflows.
For consumers: Interactions become faster and more contextual, but centralized control by AI providers may reduce transparency.
For enterprise IT: System design and access management will increasingly revolve around agent connectors and API governance.
For advertisers: Outcome-based models replace traditional clicks and impressions.
Companies that ignore these shifts risk losing relevance in both consumer-facing and enterprise markets.
Challenges and Counterforces
Despite the potential for disruption, several counterforces may slow the decline of traditional search and operating systems:
Platform inertia: Windows dominates enterprise PCs and software ecosystems.
Regulation: Governments may impose rules on agent access, AI transparency, or platform monopolization.
Open-agent frameworks: Open-source platforms like LangChain and AutoGen may create interoperable ecosystems, reducing reliance on centralized providers.
Hardware diversity: Desktop, laptop, and mobile hardware evolution will affect agent deployment strategies.
Even with these counterforces, the structural shift toward AI-mediated digital interaction seems inevitable.
Conclusion
OpenAI’s AgentKit is more than a developer toolkit, it’s the foundation of an agentic Internet. By enabling AI agents to search, reason, and act autonomously, the platform could reshape how humans interact with digital systems.
The next decade may see the rise of AI agents as the primary interface to the web and enterprise applications, challenging the dominance of Google Search and Microsoft operating systems. For tech professionals, investors, and policymakers, understanding the agentic Internet is no longer optional, it is essential for navigating the future of computing.