“商业的HTTP”来了：谷歌CEO劈柴官宣 UCP，Agent 直接“剁手”下单，将倒逼淘宝京东“拆家式重构”？

Core Insights - Google has introduced the Universal Commerce Protocol (UCP), aiming to standardize online shopping through agents, allowing for a seamless end-to-end shopping experience [1][2][4] - UCP is designed to enable interoperability among various agents and merchants, facilitating direct communication and transactions without the need for traditional web navigation [2][4] - The protocol is released under the Apache 2.0 open-source license, indicating a commitment to community collaboration and development [3] Group 1: UCP Overview - UCP aims to streamline the entire shopping process, from product discovery to post-purchase support, under a unified standard [6][12] - The protocol includes six core capabilities: product discovery, shopping cart, identity binding, checkout, order management, and other vertical capabilities [8][10] - UCP is not an isolated protocol; it is designed to work alongside other agent protocols like Agent Payments Protocol (AP2) and Agent2Agent (A2A) [9][12] Group 2: Market Impact - The introduction of UCP is seen as a transformative move in e-commerce, potentially reshaping the traditional sales funnel into a more efficient process [4][12] - Major retailers and payment systems, including Shopify, Walmart, and Visa, have already joined the UCP initiative, indicating strong industry support [17] - The protocol's focus on discoverability aims to change how products are accessed and purchased, moving away from traditional web pages to data-driven interactions [12][14] Group 3: Future Implications - The evolution of UCP suggests a significant shift in the retail landscape, where AI-driven agents may redefine the roles of traditional e-commerce platforms [18][20] - As agents become more integrated into commerce, the potential for a new business model emerges, combining social, e-commerce, and service elements [18][20] - The ongoing development of UCP and its adoption by major players signals a trend towards a more automated and efficient retail environment [17][19]