Commerce

“I’m here to tell you this is not happening anytime soon.” ... “The idea that autonomous agents will replace most consumer shopping in the next few years is a fantasy. It misunderstands how people shop, how incentives work in advertising, and how slowly behavior actually changes.” ... “But agentic commerce becoming the dominant way people buy things is, at best, a very long‑term story – decades, not years.”

“Retail media networks are going to eat search budgets faster than CTV ate TV — every retailer with a loyalty program is now an ad seller.”