Core Insights - Retail marketplaces like Amazon and eBay are facing challenges from artificial intelligence shopping robots that are designed for human interaction [1][3] - The evolution of consumer shopping agents is expected to transition from product research to fully autonomous transactions, potentially disrupting traditional e-commerce models [2][3] Group 1: Market Dynamics - Merchants pay fees for access to large consumer bases and various services, including shipping and marketing [2] - The introduction of large language models (LLMs) in agentic commerce could lead to a scenario where consumers interact directly with these models, bypassing traditional marketplaces [3] Group 2: Company Responses - eBay has updated its user agreement to prohibit the use of agentic commerce tools without permission, aiming to maintain a predictable and safe interaction environment [4][5] - This update is intended to protect buyers and sellers while ensuring a reliable experience on the platform [5] Group 3: Risks and Concerns - The rise of agentic commerce presents a dual threat: potential erosion of customer relationships and increased fraud risk if payment decisions are outsourced to external systems [6][7] - Companies may lose brand exposure and customer loyalty when transactions occur within AI interfaces, impacting customer lifetime value [7]

“Agentic payments will rely on industry progress building solutions for trust, governance, and interoperability and finding the right use cases where buyers are eager to delegate shopping and payment to AI,” analysts Ben Brown and Pavle Stamenic wrote. The firm is based in Prague, Czechia.This shopping-payment bifurcation is likely to persist “in the near term,” with agentic commerce offering consumers better research and planning capabilities, consulting firm Flagship Advisory Partners said in a Jan. 21 ma ...