此前在今年年初，我们曾在《AI购物竟是人工驱动，硅谷创投圈又玩出新花活》中提及AI购物赛道独 角兽Nate涉嫌欺诈，其所谓的专有AI技术实现"一键式自动购物"，实际上自动化率近乎于零，是依赖海 外数百名人类客服的"人工驱动"。在Nate的这个谎言被戳穿前，该公司在过去七年时间里已经骗取了投 资者超过5000万美元的资金。 为什么投资者会对一个骗局如此着迷？其实是因为Nate讲述的故事，与当年的"滴血验癌"有着异曲同工 之妙，毕竟通过AI来帮助用户实现一键购物，极有可能会重塑电商行业的格局。 如今谷歌和PayPal准备联手将Nate的畅想变为现实，近日双方宣布建立线上购物合作伙伴关系，将各自 的数字化支付模式与AI工具结合用于全球交易体系。 具体来说，谷歌和PayPal将分别拿出各自的AI技术以及支付解决方案，来构建由AI智能体代表消费者完 成从发现商品到下单付款的全流程"代理型商业"(Agentic Commerce)。目前双方正共同制定行业标准， 确保在AI代理参与交易过程中具备充分的风险控制与支付安全机制，以保障商家、消费者，以及AI工 具间的可信交互。 按照PayPal的说法，谷歌的AI技术搭配PayP ...

Core Viewpoint - PayPal and Google have established a significant online shopping partnership that integrates their digital payment systems with artificial intelligence tools for global transactions [1][2] Group 1: Partnership Details - The collaboration will add PayPal's exclusive online checkout feature to multiple Google flagship products and initiate a comprehensive AI collaboration to assist sellers in showcasing their products to specific customers [1][2] - The partnership aims to create standards ensuring that merchants, consumers, and autonomous AI agents operate with adequate risk control and payment security [1][4] Group 2: Future Products and Services - New products and services related to this agreement are expected to launch in Q4, allowing autonomous AI agents to shop on behalf of consumers using PayPal's extensive customer data [2][4] - PayPal's Enterprise Payments will process digital banking card transactions for Google Cloud, Google Ads, and Google Play, while also expanding a product suite for cryptocurrency payments [2][4] Group 3: Market Implications - This partnership signifies a shift towards AI-driven commerce, with PayPal moving from traditional payment systems to becoming a foundational platform for AI transactions [5][6] - For Google, this collaboration is crucial for monetizing AI capabilities, transforming AI search and models into tangible revenue streams [6]