Search as a Channel

Google Agent Is Here

MarketerFirst LLC Season 1 Episode 12

Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.

0:00 | 22:11

What happens when search stops sending visitors and starts completing tasks instead? Google just introduced Google Agent, a new user agent built for AI systems that can browse, interpret, and act on the web on behalf of real users. This isn't another algorithm update. It's a structural shift from search-as-discovery to search-as-execution.

In this episode, we unpack what Google Agent means for agencies, brand leaders, and anyone building a digital presence. We explore why automated traffic is now growing 8x faster than human traffic, how Shopify is already wiring millions of merchants into AI-powered commerce channels, and why your website's next most important visitor may not be human at all.

If your strategy still revolves around rankings and clicks, this is your wake-up call. The brands that win from here will be the ones machines can trust enough to act on.

SPEAKER_01

Imagine, just for a second, that you're logging into your analytics platform on a Monday morning.

SPEAKER_00

The usual routine, right?

SPEAKER_01

Exactly. Your typical morning. But you look and your organic human traffic has just flatlined. I mean, completely stagnant, down to zero growth.

SPEAKER_00

Aaron Ross Powell, which is usually panic inducing.

SPEAKER_01

Oh, total panic. But then you click over to your revenue dashboard and your checkout page is buzzing.

SPEAKER_00

Wait, really? With no traffic?

SPEAKER_01

Yeah, that's the crazy part. Transactions are clearing, carts are updating, products are moving out the door, but there are zero human browsing sessions attached to those sales.

SPEAKER_00

Invisible hands, basically.

SPEAKER_01

Right. Invisible hands navigating your funnels. And if you're an agency owner or, you know, a marketing director staring at this massive discrepancy, you were not looking at a broken tracking pixel.

SPEAKER_00

No, definitely not a bug.

SPEAKER_01

No. What you're looking at is the arrival of the agentic web. And that is exactly what we are getting into today.

SPEAKER_00

It is such a massive shift.

SPEAKER_01

It really is. We are doing a deep dive into a stack of recent reports and uh expert analyses from late March 2026. And our mission here is to unpack this structural shift. We want to break down exactly how marketing agencies and brand managers need to completely pivot their business model like right now to survive. Trevor Burrus, Jr.

SPEAKER_00

Because the basic mechanics of the internet have just fundamentally changed.

SPEAKER_01

Exactly. But I want to be clear right up front this is not some doom and gloom scenario for digital marketing.

SPEAKER_00

Trevor Burrus, Jr. Right. It's actually the opposite.

SPEAKER_01

Aaron Powell Yeah, it is probably the biggest structural opportunity since the invention of the search engine itself.

SPEAKER_00

Aaron Powell Oh, without a doubt. And I think the sheer velocity of this transition is what really stands out in the data we're looking at.

SPEAKER_01

Yeah, it's moving fast.

SPEAKER_00

Super fast. I mean, we aren't theorizing about some hypothetical future state of the web anymore. It has already happened. Trevor Burrus, Jr.

SPEAKER_01

Right. The numbers prove it. Let's talk about that human security report.

SPEAKER_00

Yeah. The state of AI traffic report, it provides this really stark baseline. So throughout 2025, human internet traffic only grew by uh a mere 3.1 percent.

SPEAKER_01

Wow. So it basically just plateaued.

SPEAKER_00

Aaron Powell Effectively, yes. Human growth is flat. But automated traffic, on the other hand, jumped by 23.5% year over year. Aaron Powell Okay.

SPEAKER_01

23% is a lot, but there's a crazier stat in there, right?

SPEAKER_00

Oh yeah. The explosive metric, the one that requires a total strategic rethink for agencies, is that traffic specifically from AI agents and agenc browsers. So we're talking systems like OpenAI's Atlas and Perplexities Comet. Right. That specific traffic grew by nearly 8,000%.

SPEAKER_01

Aaron Ross Powell 8,000% in a single year.

SPEAKER_00

Trevor Burrus Yeah, year over year.

SPEAKER_01

Trevor Burrus That is just I mean, that's staggering. And I think we need to clarify what these specific agents are actually doing out there because uh they aren't just web scrapers, right? They aren't just plain text for a search engine index. Trevor Burrus, Jr.

SPEAKER_00

No, not at all. They are behaving like actual users who are trying to accomplish a specific goal.

SPEAKER_01

Aaron Ross Powell Right. Because the data shows that 77% of this agent activity is happening on product and search pages.

SPEAKER_00

They're shopping.

SPEAKER_01

Basically, yeah. Yeah. And nearly 9% is touching account level interactions. So that's things like logging in, changing user preferences, managing settings.

SPEAKER_00

Aaron Ross Powell, which requires complex navigation.

SPEAKER_01

Aaron Ross Powell Exactly. And then over 2% of these bots are reaching actual checkout flows. They are actively navigating the sales funnel.

SPEAKER_00

Aaron Powell Because they are executing tasks on behalf of a human user.

SPEAKER_01

Aaron Powell Give me an example of how that looks.

SPEAKER_00

Aaron Powell Sure. So when a human tells their AI assistant, um, hey, find the best noise-canceling headphones under$200 and just buy them for me.

SPEAKER_01

Aaron Powell Right, delegating the whole chore.

SPEAKER_00

Exactly. The agent has to hit the web, evaluate all the different options, find the right price, and actually process the transactions.

SPEAKER_01

Damn, yeah.

SPEAKER_00

And Cloudflare's CEO recently looked at this whole trajectory and predicted that bots will overtake human web usage entirely by 2027.

SPEAKER_01

Aaron Powell By 2027. That is like tomorrow.

SPEAKER_00

It is. And if the majority of your website's quote unquote visitors are machines, well, the platform is no longer optimizing for discovery. It's optimizing for task completion.

SPEAKER_01

Aaron Powell I think about it a lot in terms of architecture, like physical architecture.

SPEAKER_00

Aaron Powell Okay, how so?

SPEAKER_01

Well, optimizing a website used to be like designing this incredibly attractive storefront window for foot traffic, you know? Aaron Powell Right.

SPEAKER_00

The classic retail model.

SPEAKER_01

Yeah. You obsessed over the beautiful lighting, the eye-catching displays, the persuasive signage, all of it designed to draw actual human beings inside the store.

SPEAKER_00

Aesthetics mattered most.

SPEAKER_01

Exactly. But now it's like you also need to build this standardized, completely frictionless loading dock in the back alleyway. And it's for a massive fleet of automated delivery drones.

SPEAKER_00

I love that analogy. That's exactly it.

SPEAKER_01

And the kicker is if your loading dock doesn't perfectly fit the drone's technical specifications, it doesn't matter how pretty your storefront window is.

SPEAKER_00

The drone just bounces.

SPEAKER_01

Right. It simply flies right by and goes to a competitor who actually has the right infrastructure built out.

SPEAKER_00

Because the underlying technology dictating how a site is navigated has completely changed to accommodate that loading dock.

SPEAKER_01

And the major platforms are kind of forcing this on us, aren't they?

SPEAKER_00

Oh, absolutely. They're already rolling out new protocols to facilitate this. We are shifting from search as a tool for like information retrieval.

SPEAKER_01

Timblow links.

SPEAKER_00

Right. To search acting as a fully transactional operating system. I mean, Google recently introduced a new crawler called Google Agent.

SPEAKER_01

And that's different from the regular Googlebot we all know.

SPEAKER_00

Entirely distinct. Googlebot just looks for keywords and links to index. But Google Agent is designed specifically for Google-hosted AI to navigate the web and actually perform complex actions.

SPEAKER_01

Which brings up a really important point about the mechanics here. How do these machines actually interact with the site? Because traditionally, you know, web scraper has to load the document object model, the DOM, and look for specific HTML text.

SPEAKER_00

Which is super fragile.

SPEAKER_01

Incredibly brittle. Like if a brand changes its site layout or updates a CSS class, the scraper just breaks because the price tag moved two pixels to the left.

SPEAKER_00

Aaron Powell Right. Because it's trying to quote unquote look at the page like a human would.

SPEAKER_01

Yeah. But in the sources we're looking at, expert Marie Haynes points out that we're moving entirely away from that human-first visual interpretation.

SPEAKER_00

Thank God, honestly.

SPEAKER_01

Right. And we're moving toward new frameworks, specifically things like WebMCP.

SPEAKER_00

The model context protocol. This is the game changer.

SPEAKER_01

Break that down for us. What does it actually do?

SPEAKER_00

So WebMCP fundamentally changes the relationship between the crawler and the website. Instead of forcing an AI agent to load all those visual pixels or parse messy HTML code, it establishes a direct API-like connection.

SPEAKER_01

So it's bypassing the front end completely.

SPEAKER_00

Completely. The AI doesn't look at the site at all. It essentially queries the brand's database directly through a structured JSON payload.

SPEAKER_01

Okay, so it's just asking direct questions.

SPEAKER_00

Exactly. It asks the server, you know, what is the current inventory and price of this specific SKU right now? And the server responds instantly with clean, structured data.

SPEAKER_01

Wow.

SPEAKER_00

Yeah. It allows agents to securely access back-end data and use the functionality of a website natively in real time without ever needing the visual interface.

SPEAKER_01

Aaron Powell And then when you add UCP to the mix, the Universal Commerce Protocol. Trevor Burrus, Jr.

SPEAKER_00

That's the holy grail.

SPEAKER_01

Yeah, that's the piece that takes it from just retrieving information to actual transacting. Trevor Burrus, Jr.

SPEAKER_00

Right. UCP is the bridge that lets a machine securely buy a product directly from the search results or even a chat interface. Trevor Burrus, Jr.

SPEAKER_01

Like what Shopify is doing.

SPEAKER_00

Yes. Look at Shopify's recent rollout of a Gentic storefronts. It is wild. Millions of Shopify merchants can now sell their products directly inside ChatGPT, inside Microsoft Copilot, and the Gemini app.

SPEAKER_01

Okay, let's actually walk through what that looks like for the end user. Because I think it's hard to visualize if you haven't seen it. Sure. So you have user's in ChatGPT, right? And they're planning a camping trip. They asked the AI for a recommendation on a really good four-person tent.

SPEAKER_00

Aaron Powell A super common prompt.

SPEAKER_01

Aaron Powell Exactly. So ChatGPT uses UCP to query Shopify merchants, finds the perfect tent, and presents it right there in the chat interface as this sleek interactive widget.

SPEAKER_00

Aaron Powell You don't even have to click a link.

SPEAKER_01

No. The user just clicks buy right in the chat. And instead of redirecting the user to the merchant's website to like fill out a clunky form, UCP securely passes the user's tokenized wallet information.

SPEAKER_00

Like their Apple Pay or whatever.

SPEAKER_01

Right, Apple Pay or a saved card directly to the merchant's back end. The transaction clears, the inventory updates, and the user never once leaves that Chat GPT window.

SPEAKER_00

It's brilliant. Shopify spent, what, two decades building all that backend infrastructure for commerce payments, inventory, tax calculations, and now they are just plugging that structured data directly into the AI models using UCP.

SPEAKER_01

It's a completely seamless loop.

SPEAKER_00

It is. And UCP has massive backing. We're talking Walmart, Target, Stripe, MasterCard, the biggest players in global commerce are adopting this standard.

SPEAKER_01

Aaron Powell Okay, but I have to push back here a little bit. Go for it. I really struggle to believe that design is just completely dead in this scenario. Because you know, trust is a massive part of conversion for any brand. A human sees a beautifully designed site, they see high-quality photography, a sleek user interface, and they subconsciously trust the brand enough to put their credit card in.

SPEAKER_00

Right.

SPEAKER_01

If an agent is just looking at raw XML or JSON payloads through WebMCP, how does it know the site isn't some fly-by-night scam? Isn't visual branding still acting as a critical trust signal?

SPEAKER_00

I hear you, but that is a very human bias. Yeah. Agents do not measure trust through aesthetics at all. Because think about it, a scammer can easily clone a beautiful website using generative UI in about three seconds today.

SPEAKER_01

Ah, that's a fair point. True.

SPEAKER_00

So instead, an AI agent measures trust through completely different structural vectors.

SPEAKER_01

Like what?

SPEAKER_00

It looks at entity resolution. So is this brand a recognized entity across the wider web graph? It validates SSL certificates instantly. It cross-references product reviews via API from third-party sites in milliseconds.

SPEAKER_01

Oh wow. So it's doing background checks on the fly.

SPEAKER_00

Exactly. It analyzes domain history, server locations, shipping policy data. And here's the kicker. If your pricing is trapped in a beautiful, unreadable graphic, the agent skips you entirely.

SPEAKER_01

Aaron Powell Because it can't parse the data.

SPEAKER_00

Aaron Ross Powell Right. And if your product data is inconsistent across different pages, the model actually lowers your confidence score and just chooses the competitor with cleaner inputs. Visibility without operability is now a massive liability.

SPEAKER_01

Aaron Powell That is a terrifying reality check for brands that have invested, you know, millions strictly into front-end user experience.

SPEAKER_00

It really is.

SPEAKER_01

Because if the platforms are routing all these transactions to the path of least computational resistance, well, the traditional marketing agency retainer is basically a dead end. Trevor Burrus, Jr.

SPEAKER_00

Totally obsolete.

SPEAKER_01

If an agency is still selling like packages of keyword rankings, 10 blog posts a month, and handing over a PDF reporting deck showing quote unquote traffic increases.

SPEAKER_00

They're selling an eroded commodity.

SPEAKER_01

Right. The entire business model has to change right now.

SPEAKER_00

It has to, because the entire premise of classic search marketing asks one very simple question. Can your page rank?

SPEAKER_01

Be number one on Google.

SPEAKER_00

Exactly. But the agentic web asks a much harder structural question. It asks, can your brand be interpreted, trusted, and acted on by a machine?

SPEAKER_01

Which is a totally different skill set.

SPEAKER_00

Right. That shift means the agency of the future isn't an execution vendor optimizing for clicks anymore. They have to become an infrastructure advisor optimizing for interoperability.

SPEAKER_01

Okay, so let's put ourselves in the shoes of an agency owner right now.

SPEAKER_00

Okay.

SPEAKER_01

You are sitting in a boardroom, the client pulls up their analytics dashboard, points to a 20% drop in organic traffic this quarter, and asks, quite frankly, why am I still paying you?

SPEAKER_00

Yeah. The tough conversation.

SPEAKER_01

Very tough. How do you actually update that executive narrative without sounding like you are just making excuses for bad performance?

SPEAKER_00

Aaron Powell You have to change the foundational conversation around revenue attribution itself. You can't use the old metrics.

SPEAKER_01

So where do you start?

SPEAKER_00

The explanation starts by making it crystal clear to the client that the platform, whether it's Google or OpenAI, has shifted from being a referral engine to an intermediation engine.

SPEAKER_01

Aaron Powell Referral to intermediation.

SPEAKER_00

Yes. Aaron Ross Powell Google and OpenAI are no longer in the business of just sending users to your website. They want to act as the middleman. They answer the user's question, they compare the products, and they complete the purchase natively on their own interfaces.

SPEAKER_01

Aaron Powell The AI is doing the browsing for the user.

SPEAKER_00

Aaron Powell Exactly. So relying purely on traditional last touch traffic or human browser sessions to prove value is fundamentally flawed now.

SPEAKER_01

Aaron Powell But how do you actually measure that? Because you can't just tell a board of directors, hey, the bots bought it, trust me.

SPEAKER_00

No, they'll fire you.

SPEAKER_01

Aaron Powell Right. So how do you track machine-mediated influence if standard analytics packages rely on human browser sessions and JavaScript pixels, which, as we just discussed, these agents often completely bypass.

SPEAKER_00

Aaron Powell This is exactly where agencies must evolve their technical capabilities. Measurement has to move to server log analysis.

SPEAKER_01

Aaron Powell Getting into the raw data.

SPEAKER_00

Yes. You have to look at the raw hits to the server from known AI agent IP ranges and their specific user agent strings.

SPEAKER_01

Okay, that makes sense.

SPEAKER_00

Agencies will need to build entirely new dashboards that cross-reference server-side agent crawl rates with corresponding spikes in direct sales.

SPEAKER_01

So you're matching the bot activity to the revenue.

SPEAKER_00

Exactly. You start setting up honeypot URLs or specific agent-only API endpoints to track exactly when and how often a model is interacting with your product catalog.

SPEAKER_01

Oh, that's clever.

SPEAKER_00

Yeah. If an AI agent reads your structured data via Web MCP and then recommends your product to a user in a chat, that is a massive conversion win.

SPEAKER_01

But it'll never show up in Google Analytics.

SPEAKER_00

Right. You are simply measuring it wrong if you expect to see it as a traditional web session.

SPEAKER_01

Okay. So you use that narrative from referral to intermediation to stop the client's panic and prove the AI is actually interacting with the brand.

SPEAKER_00

Yeah.

SPEAKER_01

But you still have to fix the underlying friction, right?

SPEAKER_00

Oh, absolutely. The narrative is just step one.

SPEAKER_01

Aaron Powell Because changing the story only works if you have entirely new, highly valuable services to sell the client to actually solve the problem.

SPEAKER_00

Aaron Powell And the sources we're analyzing outline a very clear tactical breakdown of the specific new service lines agencies need to bring to market, like immediately.

SPEAKER_01

Let's go through and what's the first one?

SPEAKER_00

The first core offering is the agent readiness audit.

SPEAKER_01

Okay, but what exactly are we auditing there? Because we've established we aren't looking at color schemes or brand voice anymore.

SPEAKER_00

No, no. You are auditing strictly for machine friction.

SPEAKER_01

Okay, give me an example.

SPEAKER_00

Let's take a B2B software as a service company. An agent arrives on the site and its task is to find the enterprise pricing tier and book a demo for its human user.

SPEAKER_01

Pretty standard B2B flow.

SPEAKER_00

Right. The audit evaluates things like can a non-human system retrieve the price via the API? Okay. Is the book a demo form hidden behind some dynamic JavaScript pop-up that a crawler can't even trigger? Are there aggressive KPTHAs blocking the crawler from accessing the contact page entirely?

SPEAKER_01

Well, KPTHAs are a huge bottleneck for agents, right? Massive.

SPEAKER_00

So the audit is essentially a highly technical teardown of the entire conversion path, but strictly from the perspective of a machine.

SPEAKER_01

Wow. And if that audit shows the agent is getting stuck, clearing the path means you have to start talking its native language.

SPEAKER_00

Exactly.

SPEAKER_01

Which points directly to the next new service line from the reports. Structured data and feed governance.

SPEAKER_00

Yes, this is so critical.

SPEAKER_01

I really want to emphasize this because schema markup used to be considered like technical housekeeping.

SPEAKER_00

Oh, totally. It was an afterthought.

SPEAKER_01

Right. It was the tedious stuff the SEO team did in the basement while the creative team was upstairs presenting the shiny new ad campaign.

SPEAKER_00

Yeah, not anymore.

SPEAKER_01

Not at all. In the agentic web, structured data is the primary asset. It dictates exactly how an AI system conceptualizes a brand. If your data feeds aren't pristine, you literally do not exist to the agent.

SPEAKER_00

The feed is the brand now. That's the reality.

SPEAKER_01

Which requires a totally different approach to how we build pages, right? Product and service page redesigns.

SPEAKER_00

Yes. Agencies need to sell rebuilds that focus on machine readability first.

SPEAKER_01

What does that look like in practice?

SPEAKER_00

It means simplifying the entire conversion architecture. So that if an agent uses WebMCP to natively interact with the LED form, the data fields are perfectly mapped.

SPEAKER_01

Clean inputs.

SPEAKER_00

Right. The transaction needs to occur seamlessly without a human ever needing to like interpret a clever punny headline to figure out what the product actually does. The machine just needs the facts.

SPEAKER_01

Makes total sense. And the final piece of the service puzzle mentioned in these reports is AI citation tracking.

SPEAKER_00

Aaron Powell Yes, closing the loop.

SPEAKER_01

Aaron Powell Because since you can't rely on traditional traffic, the agency has to provide reporting on how often the brand is being cited in AI overviews, inside Chat GPT responses, and in perplexity summaries. Aaron Powell Right.

SPEAKER_00

You track the mentions.

SPEAKER_01

And then you track how those specific recommendations correlate with actual sales velocity, proving your value to the client even when the traffic column in their spreadsheet is totally blank.

SPEAKER_00

And this represents a completely different category of strategic work. It really is not just, you know, SEO two point.

SPEAKER_01

Oh, it's a completely new paradigm.

SPEAKER_00

The agencies that reposition early to offer these audits to govern the data feeds to track those citations, they're going to elevate themselves from expendable marketing vendors to foundational business consultants.

SPEAKER_01

Aaron Powell Reading through Marie Haynes' advice on this whole transition, she brings up this fascinating concept of vibe coding.

SPEAKER_00

Oh, yes. Using tools like Cloud Code or Google's AI Studio.

SPEAKER_01

Yeah, or anti-gravity. It's this idea that AI is democratizing software development so much that people could essentially quote unquote vibe or prompt their way to building functioning applications.

SPEAKER_00

Aaron Powell without knowing a single line of Python.

SPEAKER_01

Aaron Powell Exactly. And it's sparked a realization for me about how the role of the agency itself is evolving here.

SPEAKER_00

Aaron Powell How so?

SPEAKER_01

Well, we are moving entirely away from the old days of hacking algorithms with keyword density or backlink spam. The new agency is really the ultimate translator.

SPEAKER_00

I like that framing.

SPEAKER_01

You act as the translator between a brand's messy, nuanced, highly human reality and an AI's rigid, structured, data-hungry needs. You are making the brand fluent in machine language.

SPEAKER_00

You are essentially building and maintaining the API for the brand's very existence on the web.

SPEAKER_01

Aaron Powell, which is a huge responsibility.

SPEAKER_00

Aaron Powell It is. And this transition from a human-first web to an agent-first web, I mean, it feels disruptive, but it really shouldn't be terrifying. Trevor Burrus, Jr.: It's an upgrade. Right. It just means we are no longer optimizing for mere clicks, just crossing our fingers and hoping a human reads a page, doesn't get distracted, and eventually decides to buy.

SPEAKER_01

Which was always a numbers game anyway.

SPEAKER_00

Trevor Burrus, Jr. Exactly. Now we are optimizing for direct action. Frictionless commerce and automated lead generation can now happen at a scale and speed that manual human browsing could literally never achieve. Definitely.

SPEAKER_01

When an AI agent shows up to your site, bypassing your homepage, bypassing your beautiful hero video, and it is ready to act, ready to buy a product or book consultation on behalf of its human user, your business better be built for that exact moment.

SPEAKER_00

Aaron Powell Because the entire ecosystem is wiring itself for agent-based buying. The infrastructure has moved out of the experimental pilot phase. It's live. It is live and integrated into the foundational platforms we all use. It is now purely a matter of operational readiness at the brand level.

SPEAKER_01

Which brings us to a final thought I want to leave you with today. Something to seriously mull over as you map out your agency strategy for the rest of the year.

SPEAKER_00

The big what if.

SPEAKER_01

Right. We have spent this entire deep dive talking about humans using AI agents to browse the web and interact with businesses. But what happens when we reach the point of agent-to-agent communication?

SPEAKER_00

A2A.

SPEAKER_01

A2A.

SPEAKER_00

Yeah, the landscape completely fractures once you introduce native negotiation into the mix.

SPEAKER_01

Aaron Powell Think about the logical next step here. Say you successfully use these new protocols like WebMCP to build a dedicated AI agent for your brand.

SPEAKER_00

Okay.

SPEAKER_01

An agent that perfectly understands your real-time inventory, your absolute bottom line pricing margins, and your ideal customer profile. What happens when your brand's agent starts communicating directly with a potential buyer's AI agent?

SPEAKER_00

They just bypass the humans entirely.

SPEAKER_01

Completely. Your website is no longer a static brochure waiting to be read. It is actively talking back. The buyer's agent says, hey, my client wants this software package, but our budget is capped at$5,000.

SPEAKER_00

And your agent doesn't need to consult a manager.

SPEAKER_01

No. Your site's agent instantly checks capacity, evaluates the lifetime value of the client based on their data, and counters with we can do$5,000, but only if you sign a two-year commitment today. They negotiate pricing, terms, lead qualification in real time, machine to machine, in a matter of milliseconds.

SPEAKER_00

Which is wild to even think about.

SPEAKER_01

If that is the future we are hurtling toward. And honestly, the data strongly suggests we are what happens to traditional sales teams. Are you ready for a web where your website operates as your most aggressive, most capable employee? That is the big question. It is. And that is the infrastructure you need to start building today.