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The retail world is buzzing over OpenAI’s new Instant Checkout. But here’s the big question: is it truly agentic commerce, or just another slick integration?
In this episode, I break down the debate between definition purists and pragmatists, unpack what 'agentic' really means in the context of AI-assisted shopping, and explore why this conversation might be missing the real story.
While the industry argues over semantics, I share why the ground beneath retail media’s most profitable foundation (its data) may already be shifting. From Walmart’s partnership with OpenAI, to new research showing that 78% of consumers have used AI for shopping in the past three months, the future of retail media is evolving fast. The real disruption might not come from autonomy definitions but from who owns the transaction data.
This episode is sponsored by Connected Commerce at Acosta Group
Timeline
[0:12] – The new retail debate: what 'agentic commerce' really means and why everyone’s arguing about it.
[1:28] – Mastercard’s definition of agentic commerce and why some analysts say ChatGPT’s checkout doesn’t qualify.
[2:32] – The pragmatists’ view: seeing agentic commerce as a continuum of autonomy, not a binary state.
[3:00] – Why the Instant Checkout still matters, and how it’s quietly reshaping data ownership between AI platforms and retailers.
[4:30] – A refresher on the three pillars of retail media revenue: onsite, offsite, and in-store.
[6:57] – Why offsite retail media might be the first domino to fall in an agentic commerce world.
[8:19] – The Amazon vs. Barnes & Noble story from 1997 and what it teaches us about getting stuck in semantic debates.
[9:15] – What retailers need to start doing now to prepare for AI intermediaries owning transaction data.
[10:00] – Instant checkout may not be 'truly agentic,' but it’s already changing retail media forever.
Links & Resources
- Read my article Why Agentic Shopping Poses an Existential Threat to Retail Media (Part 1)
- Read Celeste Huang's article on WARC, Retail media growth momentum continues, set to lead in 2025
- Read Scot Wingo's articles on Retailgentic, Introducing the 5 Levels of Agentic Shopping Framework & ChatGPT Instant Checkout: Deep Dive Part I/III
- Read Acosta Group's article, AI is Retail’s New Gatekeeper: Personalization and Precision Marketing are Competitive Table Stakes
- Subscribe to Retail Media Breakfast Club's daily newsletter
- Follow Kiri on LinkedIn
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