AI Agents Could Disrupt Mobile App Economy as Tencent, Alibaba and Baidu Roll Out Tools, Report Warns
Frost & Sullivan warned Monday that AI agents acting across multiple services could cut utility app commercial value by up to 39% if they reach 25% user penetration. Tencent, Alibaba, and Baidu have launched new agent tools in recent days. Sensor Tower reported global in-app spending reached $167 billion in 2025, with non-game revenue surpassing games for the first time. Frost said app development costs could rise 16% as agents gain ground.