Mark Zuckerberg says his AI agent took him from ordering Instacart “twice a year” to “twice a week” which is ~50x more often just by making shopping easier.
Thats what makes agent commerce so interesting because removing effort of buying things could dramatically increase how often people shop rather than just shifting existing purchases online.
And as personal agents start communicating directly with business agents, $META could own both sides of the interaction while $AMZN and $MELI benefit from more transactions flowing through their platforms.