Reach is not Proof
Sort shopping agents by evidence instead of audience and the order changes. Three have published purchase results, all run by retailers on their own data. Two have nothing measured yet.
Agentic Landmark · The Brief
Briefs tagged openai in The Landmark Brief.
Sort shopping agents by evidence instead of audience and the order changes. Three have published purchase results, all run by retailers on their own data. Two have nothing measured yet.
Adyen Agentic removes the protocol-fragmentation bet: integrate once, and it translates your catalog across every agentic platform. The thesis is right, build for the layer, not the platform. But the layer solves integration, not data quality. A bad catalog gets distributed everywhere at once.
The agentic commerce conversation conflates two behaviors: using AI to discover and letting AI buy. Discovery is mainstream; delegated transaction is a fraction of it, because trust accrues on a schedule no announcement can rush. Adoption moves category by category, through four delegation postures.
Every agentic commerce protocol was built to reassure merchants: the brand stays the merchant of record. Real protection, and incomplete. The merchant of record is not the merchant of decision, and under agents the two unbundle. The decision is made on the platform before your checkout ever fires.
The Google versus OpenAI race decides which interface consumers use. It does not decide whether your brand is in it. That is settled by whether your product data is structured, machine-readable, and connected to whichever protocol the winner runs on.
OpenAI's Instant Checkout shutdown looks like agentic commerce stalling, but what failed was a toll-booth business model, not the technology, and the requirement for agent-readable product data is exactly where it was.