Eric Seufert(@eric_seufert):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."

2026.08.24 14:07

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."