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How AI Agents Are Quietly Replacing the Way We Buy

A strategic analysis of the shift from search-based commerce to agent-mediated purchasing—and what it means for business leaders navigating the transition.

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The shopping cart was always a bridge technology—a digital translation of physical retail that preserved the cognitive burden of purchasing even as it eliminated the friction of travel.

That bridge is collapsing. AI agents are beginning to handle discovery, evaluation, and transaction on behalf of consumers. The shift won't be announced. It will simply become how commerce works.

This book maps the transition for those who need to act on it.

Start Here

1

Read the Thesis

Understand the structural shift from search-based to agent-mediated commerce.

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2

Run an Observation

Use the Agent Behavior Log to document how agents currently interpret your category.

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3

Join the Sprint

7 self-paced exercises to test how agents see your category. All in Slack.

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The best technology is the technology you don't notice.

Inside

The Shift

Why the convergence of AI capability, infrastructure readiness, and consumer trust makes this moment different from every failed attempt at automated commerce before.

The Mechanics

How agents actually make purchase decisions. The new discovery layer replacing search. Trust architectures governing autonomous transactions.

Winners and Losers

Which businesses will thrive, which face existential threats, and how the $5 trillion e-commerce market gets reallocated.

The Playbook

Frameworks for business leaders to assess agent-readiness and for investors to evaluate opportunities across the value chain.

The Agentic (Slack)

An open Slack for people studying agent-mediated commerce — with an inner ring for active practitioners.

Open Slack (Free)

  • Lurk and learn at your own pace
  • Weekly prompt tests + field notes
  • General discussion channels

Founding 50 Practitioners

  • Private practitioner channels
  • Early access to research + artifacts
  • Maintained by monthly contribution
Earn Practitioner Access

The Signal

Weekly analysis from the frontlines of agentic commerce

TP

Todd Piechowski

Commerce strategist and founder focused on the intersection of AI and retail. Previously built and scaled e-commerce businesses; now researching the structural changes agent technology brings to how goods are bought and sold.