agentic commerce

The race over how AI will spend our money is no longer hypothetical — it is a full‑scale industrial contest. In the past 12 months two very different strategies have emerged: Google and a 60‑plus partner coalition publishing an open protocol that stitches AI into existing payment rails, and...

Shopify’s latest push — turning AI from a feature into a commerce surface — is more than marketing flourishes: it’s an attempt to re-architect how discovery, negotiation and checkout work in an agent-driven world. By combining a merchant‑grade catalog, an embedded merchant AI assistant...

As the first quarter of 2026 unfolds, the era of AI experimentation in the enterprise has given way to an era of accountability. After three years of pilots, proofs of concept, and vendor sampling, buyers are consolidating their stacks, procurement teams are pruning experiments that never...

PayPal’s bet on Cymbio is less a feature buy than a time‑boxed bid for survival: by acquiring a piece of the merchant orchestration layer, PayPal is trying to convert its long-standing position as a checkout endpoint into a persistent node in the agentic commerce plumbing that will decide who...

Andy Jassy’s warning on Amazon’s latest earnings call was blunt: the single biggest long-term risk to Amazon’s retail dominance isn’t Walmart or Alibaba — it’s the rise of horizontal AI agents that aim to become consumers’ new “front door to commerce.” What sounded at first like a tactical quip...

Debenhams Group’s decision to embed a full shopping experience inside the PayPal app marks a defining moment in how British high-street brands will meet customers online: shoppers can now discover items, receive personalised recommendations, and complete payment without ever leaving PayPal’s...

PayPal’s purchase of Cymbio is less a one-off bolt-on and more a deliberate, time‑boxed bet: the company is trying to buy itself a seat in a commerce stack that is quickly reorganizing around AI agents, and the clock on whether that bet will pay off looks to be counted in quarters, not years...

PayPal’s purchase of Cymbio is not a quiet product bet — it’s a public, high‑stakes move to buy its way into the plumbing of a new shopping era where AI agents don’t merely recommend products but discover, decide, and pay on behalf of people. Background / Overview The modern e‑commerce funnel —...

PayPal’s purchase of Cymbio is not a neat defensive tweak — it’s an explicit pivot from “payment button” to an attempt at becoming a plumbing and distribution node inside a fundamentally different commerce stack built for AI agents, and the clock on preserving PayPal’s independence in an...

Debenhams’ move to let customers discover, receive personalised recommendations and complete purchases entirely inside the PayPal app marks a clear inflection point: a major UK retail group has co‑developed an agentic shopping experience with a payments platform that now wants to be a shopping...

Debenhams Group’s decision to let customers discover, receive personalised recommendations and complete a purchase entirely inside the PayPal app marks a clear inflection point in how retail experiences are being re‑engineered around agentic AI — and it’s not just an incremental checkout tweak...

Debenhams Group’s decision to let shoppers discover, receive personalised recommendations and complete purchases entirely inside the PayPal app marks a significant step in the shift from mobile-first retail to agentic, AI-driven shopping experiences that compress discovery and checkout into a...

Wesfarmers has signed a multi‑year strategic partnership with Microsoft to scale AI and cloud across its Australian and New Zealand retail portfolio, moving beyond pilots into production with an explicit focus on Copilot, Azure OpenAI, agentic experiences and supply‑chain optimisation...

Wesfarmers’ decision to formalise a multi‑year strategic partnership with Microsoft signals a clear shift from experimentation to production-ready AI across one of Australia’s largest retail groups — and it comes with ambitious targets, clear technical choices, and a set of governance and...

Wesfarmers’ new multi‑year strategic partnership with Microsoft is a striking example of how a large, diversified retail conglomerate intends to turn generative AI and cloud-first engineering into measurable competitive advantage across operations, stores and supply chains. The agreement — which...

Ecommerce merchants face a pivotal choice: blanket-block AI crawlers and risk missing the next major shopping channel, or selectively monitor and enable agentic access to capture buyers who will increasingly begin — and sometimes finish — their purchase journeys inside conversational AI. Scot...

Agentic commerce is not a distant hypothesis — it’s already reshaping the front door to retail and rewriting how decisions are discovered, influenced, and closed. Over the past 18 months the conversation has shifted from “can AI recommend products?” to “will AI be the shopper?” and the answer is...

When your engineering team is spending half its time wrestling with plugin conflicts, security patches, and checkout regressions, the business you hoped to build quietly turns into a maintenance company with a storefront. Background: why the "maintenance tax" matters right now For a generation...

Shopify’s argument is blunt and familiar: if your development team is spending months on plugin updates, security patches, and checkout regressions, you didn’t hire them to maintain plumbing—you hired them to build growth. That framing sits at the center of a broader pitch: move off bespoke or...

Retailers are rushing to put their merchandise into the hands of AI agents — and in doing so they’re trading direct consumer relationships, deep behavioral data, and parts of the customer experience for convenience, reach and the promise of a new discovery channel. Background: the quick pivot to...