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Agentic commerce research.

Articles on shopping agents, checkout protocols, merchant checks, and order records.

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/ Insights
September 28, 2026 · 5 min read

Amazon blocked Meta’s Muse and Shopify let it check out. Here’s what merchants should check.

Amazon blocked Meta’s Muse for shopping without identifying itself. A day later Shopify opened Shop Pay checkout to Muse, on by default for eligible stores. The Shopify merchant answers any chargeback, and we found no documentation that the customer’s approval reaches them. Three checks to run in the Shopify admin.

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/ Insights
May 11, 2026 · 5 min read

2026: The Year of the Agent, and the Year of the Breach

Qualcomm called 2026 the year of the agent. Experian named agentic AI the top emerging breach vector. Both were right. Halfway through the year, here is what actually changed, what didn't, and the three things likely to bite next.

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/ Insights
February 13, 2026 · 12 min read

Just-in-Time Interfaces and the Threat of Perfect Competition

An analysis of how agent-generated interfaces could change product discovery, price comparison, and the role of a merchant website.

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/ Insights
February 12, 2026 · 10 min read

Coinbase Agentic Wallets and merchant checkout checks

An agent wallet can hold funds and send payments. Merchants still need to check the agent’s identity and purchase permission.

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/ Insights
December 16, 2025 · 8 min read

When fraud checks reject shopping agents

How agent traffic can differ from human shopping sessions, and which checks merchants can add before accepting an order.

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Technical analysis for the merchants, platforms, and operators who will have to run this in production.

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