Gemini + Siri = RIP Web

Hi,

I hope your ‘26 is off to a great start!

I’m going to start sharing posts as I write them instead of batching them monthly. At today’s pace, a month feels like an eternity. Same content and voice, just more timely.

First up, the Gemini / Siri deal.

-SAS

Fast forward ten years. Anthropologists ask:

What specifically killed the World Wide Web?

I posit it’s happening this Spring: Gemini becoming the brain of Siri.

The market reaction tells us this isn’t trivial. Alphabet pushing toward a $4T market cap and the reported ~$1B price tag underscore the magnitude, not because of a single deal, but because of what it signals.

But the real story is the birth of true personal digital agents.

We’ve been trained to tolerate the web's friction. We hunt for URLs, wrestle with passwords, and dodge pop-ups just to see a pair of shoes.

Gemini on iPhone changes the physics. We move from a search box that gives information to a magic box that gives action.

We don’t want a link to Nike’s front door and an interface to navigate. We don’t want to open five tabs to compare options. My digital agent already knows about my ankle injury and the nuances of my tennis game. After a quick chat, and some massive backend compute, the right shoes show up in the chat thread and are purchased, without fuss.

This is where the Universal Commerce Protocol enters the equation: native, instant AI-native checkout. Not a website flow, not an app, but execution embedded directly in the agent experience. That’s the meteoric plumbing that could drive eventual web extinction.

The “website” doesn’t disappear overnight; it stops being the default. It was always a means to an end, and once that end can be achieved more directly, friction gets exposed. The deepest pockets in the world (iPhone users) just got a personal assistant designed to remove the middlemen.

Massive implications abound: privacy, digital advertising, role of brands to name a few. But my gut says convenience continues winning, slicing through headwinds and forcing industry to bend.

The consumer web had a good run.

But agentics is about to grab the wheel.