Analysis and commentary on the shift to agent-mediated commerce.
Target added agentic commerce liability language to their ToS on March 22. When an AI agent buys something wrong on your behalf, that’s on you. Walmart followed. Amazon hasn’t. The legal layer is being written in real time.
Read article →Andy Jassy’s 2025 shareholder letter doesn’t mention “sellers” once. The Amazon world is panicking. But the letter is wall-to-wall retail — it’s about infrastructure, not tenants.
Read article →ChatGPT ads hit $100M in annualized revenue in seven weeks. The ad tech stack is being built in real time. But the measurement is broken, Perplexity just walked away from ads entirely, and nobody can tell you if it works yet.
Read article →Amazon’s Auto Buy lets Rufus monitor prices and purchase automatically when they hit a target. Users save 20% on average. Your promotional strategy is training agents to only buy at your lowest price.
Read article →Amazon’s Rufus, ChatGPT merchant apps, Google UCP — none of them are your agent. Every AI shopping tool in market right now works for the seller. Here’s what hasn’t been built yet.
Read article →A federal court blocked Perplexity's Comet browser from accessing Amazon accounts. The ruling splits user consent from platform authorization — and that distinction will define how every AI shopping agent operates.
Read article →OpenAI pulled native checkout from ChatGPT. Twelve Shopify merchants integrated out of millions. The technology worked fine. The problem is something nobody in AI wants to talk about: habits.
Read article →Amazon Publisher Services is exploring tools to power ads inside AI chatbots. The company that blocks AI bots from its marketplace wants to run the ad infrastructure behind those same bots. Here's the Block, Take, Sell framework.
Read article →Amazon's new Agent Policy demands transparency from every AI tool on its platform. Amazon's own agent plays by different rules. Three moves reveal a deliberate competitive strategy.
Read article →Meta, Reddit, Alibaba, Google, Microsoft — everyone's building a commerce surface. But surfaces are the easy part. The hard part is what's underneath.
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