This conception makes sense iff you believe in ChatGPT as the universal user interface of the future. If anything the agentic wave is showing that the chat interfaces are better off hidden behind stricter user interface paradigms.
i can't imagine that users will be interested in asking chatGPT to ask zillow things, or ask chatGPT to ask canva to do things. that's a clunky interface. i can see users asking chatGPT to look up house prices, or to generate graphics, but they're not going to ask for zillow or canva specifically. and if the apps are trusting ChatGPT to send them users based on those sort of queries, it's only a matter of time before…
It's just like Google and websites, but much more insidious. If they can get your data, they'll subsume your function (and revenue stream).