agentic commerce

Visa's first Agentic Commerce Benchmark put 22 models through 15 shopping tasks. They passed 57.2% of runs, passed all three attempts only 34.2% of the time, and still bought something in about 54% of failed runs.

Uber said third-party AI agents fulfilled four rides and about 500 Eats orders in a week of roughly 320 million trips, and DoorDash counts several hundred agent orders in total. The measured AI gain came from Uber's own Cart Assistant.

Coveo bought Anglera on October 29 with a modest upfront payment and a potential earn-out payment in early 2028. Anglera customers stay on a separate platform, Coveo customers get an add-on with no public price, and the uplift claim rests on one vendor-reported test.

Schwab and JPMorgan now block outside AI agents that log in with customer credentials. Schwab will let models in through its own MCP servers to read and, for some traders, trade, but no outside agent may move money.

Meta and Sierra's Personal Agent Protocol names Walmart, Shopify and Stripe as partners but has no published spec, licence or governing body. Decide your agent channel and permission tiers now and build once v0.1 lands.

Amazon cut off Meta's Muse agent, which runs in a Meta-hosted cloud browser with stored logins. The Ninth Circuit's Perplexity ruling covered agents in the user's own browser and left this architecture open, so site terms and detection now decide.

Walmart and Amazon both told analysts that AI-assistant users spend 40% more per order than customers who don't use one. Neither disclosed a holdout, and the only figure in the whole earnings cycle a retail team can independently instrument is Target's external-AI referral channel.

Microsoft, Amazon, Meta, Salesforce, and Stripe joined Google's Universal Commerce Protocol on April 24. Agentic shopping just got a single open standard.