Odd Lots
Stripe's John Collison on How Agentic Commerce Will Reshape the Internet
May 16, 202647 min · 10,482 words
Show notes
The internet is made for shopping. For years, the main inputs for e-commerce transactions involved targeted ads, algorithmic recommendations, SEO, and lots of mindless scrolling. But agentic commerce might represent a sea change for e-commerce: With the rise of AI agents doing shopping on behalf of consumers, how are retailers going to adapt?
Highlighted moments
microtransactions, they never work or never have worked historically because of the kind of mental load of deciding. There's no point at selling Bloomberg articles for, you know, 40 cents each because by the time you've decided you might as well just have bought a day pass or a subscription
“Bots used to be a bad thing. They used to discriminate against bots. They would have bot protections and things like that. Whereas now it's like, okay, no, we actually want agents to be able to do this. And so you're unwinding some of the bot protections and having a little TSA pre for the bots”
Transcript
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