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AI agents are moving beyond recommendations and into real transactions. Reap is partnering with @animocabrand's AIR and @hellominds_ , alongside @pivota, to bring identity-powered agentic commerce to life, with programmable payments and controls on where, when and how much agents can spend. Thank you for the feature: #AgenticCommerce#
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📦Street Takeaways - Q3 Earnings ($243.79) Overview: • Shares (7.3%) premarket, EPS missed, rev below as weaker NA and International revenue offset stronger AWS. Within revenue, online/physical stores and advertising missed, 3P seller services, subscription services and other beat, while Op margin was 90bps above, and Capex was sharply ahead. • Mgmt. guided Q4 Revenue ~inline, Op income below at the midpoint, while FY capex was reaffirmed. • Analysts mostly upbeat despite the mixed print, highlighting strong AWS growth acceleration, offsetting softer retail trends and a sharp deceleration in advertising, attributed mainly to Prime Day timing. Focus remains on AWS momentum, supported by the Co's strong backlog, AI demand and expectations of ~40% growth through FY28, while opportunities in grocery, pharmacy, logistics and agentic commerce were seen as further drivers of growth. • While there were some reservations around rising FY27 capex and near term advertising trends, improving op margin, infrastructure efficiencies and confidence in the Co's ability to generate strong returns on AI investment supported the bullish sentiment and expectations for further earnings growth and market share gains. $AMZN #Amazon# #Earnings# #Q3Earnings# #AWS# #CloudComputing# #AgenticCommerce# #AI# #Capex# # #PrimeDay# #Ecommerce# #MegaCap# #TechEarnings# #FinTwit# #Tech# Gain immediate access to earnings insights with #StreetAccount#:
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"Agentic Commerce Needs Legal Infrastructure: A Case Study on Midnight City" I just made a LinkedIn post about a document that really caught my interest. Over the past few days I've been working with Luciano Oliva Bianco on one of the least discussed and most urgent problems in agentic commerce: what happens legally when two AI agents negotiate and close a transaction with no human in the loop? In "Agentic Commerce Needs Legal Infrastructure: A Case Study on Midnight City," we explore how the Legal Context Protocol (LCP) can give these transactions something they don't have today: a verifiable cryptographic record of the agreed terms, bound to the payment, and auditable afterward by either party, a court, or a regulator. The piece covers three areas: The legal diagnosis: which existing doctrines (ratification, consumer protection, liability cascades) are already poorly suited to a world of agents acting at machine scale. A framework of our own, the "Trust in Depth Framework," proposing layers of human identity, entity attestation, agreement integrity, and agent authorization. A concrete technical roadmap for implementing this on Midnight, leveraging its privacy architecture (selective disclosure, on chain settlement). One thing that mattered to me in closing the analysis: not everything cuts one way. We added a final section dedicated to the real limits and risks of the approach, including that "provable" is not the same as "enforceable," that standard adoption is never guaranteed, and that jurisdiction by jurisdiction regulatory uncertainty is real. A technical legal analysis is only useful if it's also willing to say where it can fail. If you work in compliance, Web3, or agentic commerce, I'd love to hear your take. #AgenticCommerce# #Web3# #LegalTech# #Midnight# #Compliance#
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Agentic commerce is when AI agents buy goods or services for people and businesses. Within approved limits, agents can pay for what a task needs and keep working without manual checkout. USDC supports programmable, 24/7 payments.
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Agentic commerce, simply put: you give an AI agent a goal, and it handles the discovery, comparison and checkout for you. Right now a human usually confirms the last step. That won't always be the case, and the rails underneath need to be ready.
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Agentic commerce needs a stablecoin, and on @RobinhoodCrypto that stablecoin is USDG (@global_dollar). USDG has no native x402 support, so we built the rail ourselves: our permit2 proxy settles the x402 exact scheme on Robinhood Chain, and the one-time Permit2 approval is gas-sponsored by us. The result: an agent holding only USDG can pay 500 merchants per request. No ETH for gas, no account, no API key. Sign one witness message, get the response. The machine economy settles in USDG. Starts with Mesh.
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Agentic commerce is a mirage (part 3)
Agentic commerce is a mirage (part 3) "Walmart’s quarterly earnings crystallize the distinction at the heart of this series. Shopping agents may only be viable, for a number of reasons, when they are controlled by retailers and integrated into their commerce stacks. Agentic commerce is not disappearing, and, in fact, it has already demonstrated material commercial traction; it is simply being activated and absorbed by the retail platforms whose catalogs, customer data, recommendation systems, advertising businesses, and fulfillment infrastructure make it useful, rather than by independent agents."
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Agentic commerce needs a payment layer. At the Injective Summit, Sunayna Tuteja, former Chief Innovation Officer at the Federal Reserve Board, explained why stablecoins are built for the job. Injective is where AI agents can own assets, trade and transact onchain.
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Agentic commerce will eat procurement, especially for businesses Agentic commerce will not impact consumer discretionary spend. We’ll actually see the Hermes-ification of more categories where the product is shopping experience itself and the associated status
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