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He cited the internet browser and Microsoft’s Excel as examples of tools that AI agents will use.

That is such an odd thing to say! Anything that is communicated in an unstructured manner is a security threat, especially towards vulns like prompt injection, whereas structured interfaces can be typed, sanitized, checked, programmatically transformed and efficiently stored. And they're much faster and consistent, available in the defacto standard OpenAI API, and frameworks like langchain have mature integrations for all kinds of processing around structured data.

Browsers and excel are human front-end tools. They're not needed when you're an agent. See #1442504