Nothing CEO Carl Pei says smartphone apps will disappear as AI agents take their place

Carl's half-right but underselling the actual disruption. Apps won't disappear. They'll just become invisible plumbing. What Pei's really saying is the user-facing UI shifts from "tap an app" to "tell an agent." That's real. But there's a decade of transition where both exist side-by-side, and the companies that survive are the ones who build the agent layer on top of existing app infrastructure, not the ones betting apps vanish tomorrow.

Nothing's positioning itself in this race, which is smart. But this isn't a flip-the-switch moment—it's 5-10 years of hybrid products cannibalizing each other.